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 86197143. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, April 12, 2022. This trademark is owned by AssetMark, Inc.. The PURPOSE-BASED PLANNING trademark is filed in the Education & Entertainment Services category with the following description:

Educational services, namely, conducting seminars, workshops and training courses in the fields of finances, financial management, practice and business management, investment, asset protection, estate planning, financial planning, and investment planning strategies, techniques and tactics, and distribution of training and educational materials in connection therewith
purpose-based planning

General Information

Serial Number86197143
Word MarkPURPOSE-BASED PLANNING
Filing DateTuesday, February 18, 2014
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, April 12, 2022
Registration Number4846748
Registration DateTuesday, November 3, 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 ServicesEducational services, namely, conducting seminars, workshops and training courses in the fields of finances, financial management, practice and business management, investment, asset protection, estate planning, financial planning, and investment planning strategies, techniques and tactics, and distribution of training and educational materials in connection therewith
NOT AVAILABLE"PLANNING"

Classification Information

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, March 3, 2014
Primary Code041
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
Tuesday, May 27, 2014ASSIGNED TO LIE
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, February 24, 2015USE AMENDMENT FILED
Tuesday, March 31, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
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, February 24, 2015SOU EXTENSION 1 FILED
Tuesday, March 31, 2015SOU EXTENSION 1 GRANTED
Monday, September 28, 2015EARLY EXTENSION OF USE REFUSED
Monday, September 28, 2015STATEMENT OF USE PROCESSING COMPLETE
Tuesday, September 29, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, November 3, 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
Wednesday, April 1, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, August 25, 2015SOU TEAS EXTENSION RECEIVED
Monday, September 28, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, November 3, 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, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, February 23, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 23, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 23, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, November 1, 2021TEAS SECTION 8 & 15 RECEIVED
Tuesday, April 12, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, April 12, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sunday, November 3, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, September 18, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, April 12, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Related Keywords

planning based purpose financial training management educational investment estate strategies techniques connection