| Serial Number | 86137665 |
| Word Mark | SAVOS INVESTMENTS |
| Filing Date | Friday, December 6, 2013 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, February 16, 2021 |
| Registration Number | 4631225 |
| Registration Date | Tuesday, November 4, 2014 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 19, 2014 |
| Description of Mark | The mark consists of a series of four left-sided oblique triangles of varying planes, lengths and colors ranging from dark teal to light green that overlap and share a single apex in the upper right corner with each triangle fanning upward, the outlines of which create smaller triangles in darker shades of teal and green within the triangles. The word "Savos" is in a teal-colored italicized font and is placed below and to the left of the fanned triangles and sits above the word "Investments" which is in a smaller teal-colored italicized font. |
| Goods and Services | 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 |
| Indication of Colors claimed | The color(s) teal and green is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "INVESTMENTS" |
| 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 | Friday, June 27, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, November 13, 2013 |
| First Use In Commerce Date | Wednesday, November 13, 2013 |
| 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 | 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 10, 2013 | NEW APPLICATION ENTERED |
| Thursday, December 19, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, December 20, 2013 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, March 18, 2014 | ASSIGNED TO EXAMINER |
| Thursday, June 26, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, June 26, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 27, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, June 27, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, March 20, 2014 | NON-FINAL ACTION WRITTEN |
| Thursday, March 20, 2014 | NON-FINAL ACTION E-MAILED |
| Thursday, March 20, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 15, 2014 | ASSIGNED TO LIE |
| Wednesday, July 30, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 19, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 4, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 8, 2016 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, March 8, 2016 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, December 27, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 16, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, August 19, 2014 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 27, 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, February 16, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, November 4, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, November 4, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, February 16, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, February 23, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, February 23, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 23, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, February 23, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, February 23, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 23, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, September 18, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Saturday, November 4, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, February 16, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |