| Serial Number | 86197140 |
| Word Mark | PURPOSE-BASED PLANNING |
| Filing Date | Tuesday, February 18, 2014 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Tuesday, December 6, 2016 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 1, 2014 |
| Disclaimer with Predetermined Text | "PLANNING" |
| 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, 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 |
| 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, March 3, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, May 16, 2014 |
| First Use In Commerce Date | Friday, May 16, 2014 |
| 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 |
| Tuesday, December 6, 2016 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| Tuesday, December 6, 2016 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Tuesday, May 10, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 10, 2016 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 10, 2016 | SU - NON-FINAL ACTION - WRITTEN |
| Tuesday, April 26, 2016 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, February 24, 2015 | USE AMENDMENT FILED |
| Tuesday, April 26, 2016 | EARLY EXTENSION OF USE REFUSED |
| Tuesday, August 25, 2015 | TEAS EXTENSION RECEIVED |
| Wednesday, April 1, 2015 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, March 31, 2015 | EXTENSION 1 GRANTED |
| Tuesday, February 24, 2015 | EXTENSION 1 FILED |
| Tuesday, March 31, 2015 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, February 24, 2015 | TEAS EXTENSION RECEIVED |
| Tuesday, February 24, 2015 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, August 26, 2014 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, July 1, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 1, 2014 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 11, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, May 28, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, May 27, 2014 | ASSIGNED TO LIE |
| Friday, May 23, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, May 23, 2014 | EXAMINER'S AMENDMENT ENTERED |
| Friday, May 23, 2014 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, May 23, 2014 | EXAMINERS AMENDMENT E-MAILED |
| Friday, May 23, 2014 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, May 23, 2014 | ASSIGNED TO EXAMINER |
| Monday, March 3, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, February 21, 2014 | NEW APPLICATION ENTERED IN TRAM |