| Serial Number | 86137663 |
| Word Mark | ASSETMARK WEALTH. INDEPENDENCE. PURPOSE. |
| Filing Date | Friday, December 6, 2013 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Saturday, February 13, 2021 |
| Registration Number | 4631224 |
| Registration Date | Tuesday, November 4, 2014 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 19, 2014 |
| Description of Mark | The mark consists of a small triangle overlapping the upper right side of a larger solid navy blue triangle. The small triangle contains diagonal stripes in the colors teal, white and sky blue that create triangles within the two intersecting triangles, and below and to the left of the triangles is the word "ASSETMARK" in black, under which are the words "Wealth. Independence. Purpose." in navy blue. |
| Pseudo Mark | ASSET MARK WEALTH. INDEPENDENCE. PURPOSE. |
| Goods and Services | Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans |
| Indication of Colors claimed | The color(s) navy blue, teal, white, sky blue, and black is/are claimed as a feature of the mark. |
| Goods and Services | Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, December 19, 2013 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, November 13, 2013 |
| First Use In Commerce Date | Wednesday, November 13, 2013 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, December 19, 2013 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, November 13, 2013 |
| First Use In Commerce Date | Wednesday, November 13, 2013 |
| Party Name | AssetMark, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Concord, CA 94520 |
| Party Name | AssetMark, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Pleasant Hill, CA 94523 |
| Party Name | AssetMark, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Pleasant Hill, CA 94523 |
| Event Date | Event Description |
| Thursday, December 19, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, December 20, 2013 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, December 10, 2013 | NEW APPLICATION ENTERED |
| Tuesday, March 18, 2014 | ASSIGNED TO EXAMINER |
| Thursday, June 26, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, June 26, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 27, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 15, 2014 | ASSIGNED TO LIE |
| Wednesday, July 16, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, March 19, 2014 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 19, 2014 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 19, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 27, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 30, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 19, 2014 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 19, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 8, 2016 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, March 8, 2016 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, December 27, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, November 4, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Monday, November 4, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, November 3, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, January 27, 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, February 23, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, February 23, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 23, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, February 23, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, February 23, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 23, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Saturday, February 13, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, February 13, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, February 13, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, November 4, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, September 18, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |