PURPOSE-BASED ADVISOR Trademark

Trademark Overview


On Tuesday, February 18, 2014, a trademark application was filed for PURPOSE-BASED ADVISOR with the United States Patent and Trademark Office. The USPTO has given the PURPOSE-BASED ADVISOR trademark a serial number of 86197130. The federal status of this trademark filing is ABANDONED - NO STATEMENT OF USE FILED as of Monday, March 30, 2015. This trademark is owned by AssetMark, Inc.. The PURPOSE-BASED ADVISOR trademark is filed in the Insurance & Financial Services category with the following description:

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, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust an...
purpose-based advisor

General Information


Serial Number86197130
Word MarkPURPOSE-BASED ADVISOR
Filing DateTuesday, February 18, 2014
Status606 - ABANDONED - NO STATEMENT OF USE FILED
Status DateMonday, March 30, 2015
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 1, 2014

Trademark Statements


Disclaimer with Predetermined Text"ADVISOR"
Goods and ServicesFinancial 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, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and 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 financial advisory services for retirement plans and 401k plans; financial planning strategy services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial goals and financial independence; providing information and advice to align personal financial strategies and planning with life goals; implementing and monitoring financial planning strategies to achieve life goals

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, March 3, 2014
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameAssetMark, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPleasant Hill, CA 94523

Party NameAssetMark, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPleasant Hill, CA 94523

Trademark Events


Event DateEvent Description
Monday, March 30, 2015ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED
Monday, March 30, 2015ABANDONMENT - NO USE STATEMENT FILED
Tuesday, August 26, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 1, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 1, 2014PUBLISHED FOR OPPOSITION
Wednesday, June 11, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, May 28, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, May 27, 2014ASSIGNED TO LIE
Friday, May 23, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, May 23, 2014EXAMINER'S AMENDMENT ENTERED
Friday, May 23, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, May 23, 2014EXAMINERS AMENDMENT E-MAILED
Friday, May 23, 2014EXAMINERS AMENDMENT -WRITTEN
Friday, May 23, 2014ASSIGNED TO EXAMINER
Monday, March 3, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, February 21, 2014NEW APPLICATION ENTERED IN TRAM