PURPOSE-BASED PLANNING Trademark

Trademark Overview

On Tuesday, February 18, 2014, a trademark application was filed for PURPOSE-BASED PLANNING with the United States Patent and Trademark Office. The USPTO has given the PURPOSE-BASED PLANNING trademark a serial number of 86197137. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, November 21, 2025. This trademark is owned by AssetMark, Inc.. The PURPOSE-BASED PLANNING trademark is filed in the Paper & Printed Material Products category with the following description:

Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks on professional strategies and tactics in the field of financial advisor practice management; printed training materials in the field of financial services
purpose-based planning

General Information

Serial Number86197137
Word MarkPURPOSE-BASED PLANNING
Filing DateTuesday, February 18, 2014
Status710 - CANCELLED - SECTION 8
Status DateFriday, November 21, 2025
Registration Number4732846
Registration DateTuesday, May 5, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 1, 2014

Trademark Statements

Goods and ServicesPrinted instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks on professional strategies and tactics in the field of financial advisor practice management; printed training materials in the field of financial services
NOT AVAILABLE"PLANNING"

Classification Information

International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, November 21, 2025
Primary Code016
First Use Anywhere DateFriday, May 16, 2014
First Use In Commerce DateFriday, May 16, 2014

Trademark Owner History

Party NameAssetMark, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressConcord, CA 94520
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
Friday, February 21, 2014NEW APPLICATION ENTERED
Monday, March 3, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, May 23, 2014ASSIGNED TO EXAMINER
Friday, May 23, 2014EXAMINERS AMENDMENT -WRITTEN
Friday, May 23, 2014EXAMINERS AMENDMENT E-MAILED
Friday, May 23, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, May 23, 2014EXAMINER'S AMENDMENT ENTERED
Friday, May 23, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 27, 2014ASSIGNED TO LIE
Wednesday, May 28, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, June 11, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 1, 2014PUBLISHED FOR OPPOSITION
Tuesday, July 1, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 26, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 24, 2015TEAS STATEMENT OF USE RECEIVED
Tuesday, February 24, 2015SOU TEAS EXTENSION RECEIVED
Tuesday, March 31, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, February 24, 2015SOU EXTENSION 1 FILED
Tuesday, March 31, 2015SOU EXTENSION 1 GRANTED
Tuesday, February 24, 2015USE AMENDMENT FILED
Tuesday, March 31, 2015STATEMENT OF USE PROCESSING COMPLETE
Tuesday, March 31, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, April 1, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, April 1, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, May 5, 2015REGISTERED-PRINCIPAL REGISTER
Tuesday, March 8, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 8, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, December 27, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, May 5, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, January 27, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, February 23, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, February 23, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 23, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 23, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, February 23, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 23, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, May 5, 2021TEAS SECTION 8 & 15 RECEIVED
Thursday, August 26, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, August 26, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, August 26, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sunday, May 5, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, September 18, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, November 21, 2025CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9

Related Keywords

planning based purpose financial materials field printed advisor tactics practice services training management