SAVOS PERSONAL PORTFOLIOS Trademark

Trademark Overview

On Thursday, April 16, 2020, a trademark application was filed for SAVOS PERSONAL PORTFOLIOS with the United States Patent and Trademark Office. The USPTO has given the SAVOS PERSONAL PORTFOLIOS trademark a serial number of 88875450. The federal status of this trademark filing is REGISTERED as of Tuesday, July 6, 2021. This trademark is owned by AssetMark, Inc.. The SAVOS PERSONAL PORTFOLIOS trademark is filed in the Insurance & Financial Services category with the following description:

Financial and investment services, namely, investment advisory, consultation, and management services; investment advisory and management services in the nature of individual stock selection, rebalancing allocations, and tax-loss harvesting; 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, fixed-income products, equities, alternative investments, and commodities; financial risk-management consultation
savos personal portfolios

General Information

Serial Number88875450
Word MarkSAVOS PERSONAL PORTFOLIOS
Filing DateThursday, April 16, 2020
Status700 - REGISTERED
Status DateTuesday, July 6, 2021
Registration Number6412429
Registration DateTuesday, July 6, 2021
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 18, 2020

Trademark Statements

Goods and ServicesFinancial and investment services, namely, investment advisory, consultation, and management services; investment advisory and management services in the nature of individual stock selection, rebalancing allocations, and tax-loss harvesting; 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, fixed-income products, equities, alternative investments, and commodities; financial risk-management consultation
NOT AVAILABLE"PERSONAL PORTFOLIOS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, April 27, 2020
Primary Code036
First Use Anywhere DateThursday, August 22, 2019
First Use In Commerce DateThursday, August 22, 2019

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
AddressConcord, CA 94520
Party NameAssetMark, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressConcord, CA 94520

Trademark Events

Event DateEvent Description
Friday, July 10, 2020EXAMINERS AMENDMENT E-MAILED
Monday, April 20, 2020NEW APPLICATION ENTERED
Monday, April 27, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, July 7, 2020ASSIGNED TO EXAMINER
Friday, July 10, 2020EXAMINERS AMENDMENT -WRITTEN
Friday, July 10, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, July 10, 2020EXAMINER'S AMENDMENT ENTERED
Friday, July 10, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, August 18, 2020PUBLISHED FOR OPPOSITION
Wednesday, July 29, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
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
Monday, April 12, 2021TEAS STATEMENT OF USE RECEIVED
Tuesday, August 18, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 13, 2020NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, April 12, 2021SOU TEAS EXTENSION RECEIVED
Friday, June 4, 2021NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, April 12, 2021SOU EXTENSION 1 FILED
Monday, April 12, 2021USE AMENDMENT FILED
Tuesday, April 27, 2021STATEMENT OF USE PROCESSING COMPLETE
Monday, April 26, 2021CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, April 27, 2021SOU EXTENSION 1 GRANTED
Wednesday, April 28, 2021NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, June 3, 2021ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, July 6, 2021REGISTERED-PRINCIPAL REGISTER
Wednesday, September 18, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

portfolios personal savos management investment services financial consultation namely asset alternative advisory classes