| Serial Number | 88951093 |
| Word Mark | INVESTING EVOLVED |
| Filing Date | Friday, June 5, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 23, 2021 |
| Registration Number | 6298496 |
| Registration Date | Tuesday, March 23, 2021 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 5, 2021 |
| Disclaimer with Predetermined Text | "INVESTING" |
| Goods and Services | Providing financial portfolio management and counseling services to help professional investment advisors build portfolios and to facilitate discussions between advisors and investors on how portfolios will perform across a range of market conditions; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network |
| Goods and Services | Providing online non-downloadable software for financial portfolio analysis; providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients |
| 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 | Monday, June 29, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 14, 2016 |
| First Use In Commerce Date | Monday, March 14, 2016 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, June 29, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, March 14, 2016 |
| First Use In Commerce Date | Monday, March 14, 2016 |
| 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 | Concord, CA 94520 |
| Party Name | AssetMark, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Concord, CA 94520 |
| Event Date | Event Description |
| Tuesday, March 23, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 23, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, February 23, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 23, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, February 23, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, February 23, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 23, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, January 5, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 5, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 16, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, December 2, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 11, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, November 10, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 10, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 28, 2020 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Monday, July 27, 2020 | USE AMENDMENT ACCEPTED |
| Wednesday, July 8, 2020 | AMENDMENT TO USE PROCESSING COMPLETE |
| Wednesday, July 8, 2020 | USE AMENDMENT FILED |
| Tuesday, July 7, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 7, 2020 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 7, 2020 | NON-FINAL ACTION WRITTEN |
| Tuesday, July 7, 2020 | ASSIGNED TO EXAMINER |
| Monday, June 29, 2020 | TEAS AMENDMENT OF USE RECEIVED |
| Monday, June 29, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, June 9, 2020 | NEW APPLICATION ENTERED IN TRAM |