EWEALTHMANAGER Trademark

Trademark Overview


On Tuesday, October 11, 2005, a trademark application was filed for EWEALTHMANAGER with the United States Patent and Trademark Office. The USPTO has given the EWEALTHMANAGER trademark a serial number of 76648291. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, April 27, 2017. This trademark is owned by ASSETMARK INVESTMENT SERVICES INC.. The EWEALTHMANAGER trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely financial account management services for professional investment advisers and their clients, via a global computer network
ewealthmanager

General Information


Serial Number76648291
Word MarkEWEALTHMANAGER
Filing DateTuesday, October 11, 2005
Status800 - REGISTERED AND RENEWED
Status DateThursday, April 27, 2017
Registration Number3216812
Registration DateTuesday, March 13, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 26, 2006

Trademark Statements


Goods and ServicesFinancial services, namely financial account management services for professional investment advisers and their clients, via a global computer network
Pseudo MarkELECTRONIC WEALTH MANAGER

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 18, 2005
Primary Code036
First Use Anywhere DateTuesday, March 7, 2000
First Use In Commerce DateFriday, September 15, 2000

Trademark Owner History


Party NameASSETMARK, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressConcord, CA 94520

Party NameASSETMARK INVESTMENT SERVICES INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPleasant Hill, CA 945233967

Party NameASSETMARK INVESTMENT SERVICES INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPleasant Hill, CA 945233967

Party NameASSETMARK INVESTMENT SERVICES INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPleasant Hill, CA 945233967

Trademark Events


Event DateEvent Description
Tuesday, February 23, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, February 23, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 23, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, February 23, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 23, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 23, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, January 27, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, December 27, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, April 27, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, April 27, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, April 27, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, April 27, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, March 3, 2017TEAS SECTION 8 & 9 RECEIVED
Sunday, March 13, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, March 8, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, March 8, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, January 28, 2015AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, April 23, 2014ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, April 23, 2014TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, March 27, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, March 27, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, March 27, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 11, 2013TEAS SECTION 8 & 15 RECEIVED
Tuesday, March 13, 2007REGISTERED-PRINCIPAL REGISTER
Tuesday, December 26, 2006PUBLISHED FOR OPPOSITION
Wednesday, December 6, 2006NOTICE OF PUBLICATION
Wednesday, November 8, 2006LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, November 3, 2006ASSIGNED TO LIE
Thursday, November 2, 2006APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, October 19, 2006AMENDMENT FROM APPLICANT ENTERED
Tuesday, October 3, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 3, 2006PAPER RECEIVED
Monday, April 17, 2006NON-FINAL ACTION MAILED
Sunday, April 16, 2006NON-FINAL ACTION WRITTEN
Saturday, April 15, 2006ASSIGNED TO EXAMINER
Tuesday, October 18, 2005NEW APPLICATION ENTERED IN TRAM