ASSETMARK

Serial Number 86091175
Registration 4676342
800

Registration Progress

Application Filed
Oct 14, 2013
Under Examination
Jun 3, 2014
Approved for Publication
Apr 8, 2014
Published for Opposition
Apr 8, 2014
Registered
Jan 20, 2015

Trademark Image

ASSETMARK

Basic Information

Serial Number
86091175
Registration Number
4676342
Filing Date
October 14, 2013
Registration Date
January 20, 2015
Published for Opposition
April 8, 2014
Renewal Date
January 20, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
800
Status Date
Aug 28, 2024
Registration
Registered
Classes
036

Rights Holder

ASSETMARK, INC.

03
Address
1655 Grant Street, 10th Floor
Concord, CA 94520

Ownership History

Genworth Financial Wealth Management, Inc.

Original Applicant
03
Pleasant Hill, CA

Genworth Financial Wealth Management, Inc.

Owner at Publication
03
Pleasant Hill, CA

ASSETMARK, INC.

New Owner After Publication #1
03
CONCORD, CA

ASSETMARK, INC.

Original Registrant
03
Concord, CA

Legal Representation

Attorney
Sharoni S. Finkelstein

USPTO Deadlines

Next Deadline
3286 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on renewal date 20150120)
Due Date
January 20, 2035
Grace Period Ends
July 20, 2035

Application History

48 events
Date Code Type Description Documents
Sep 18, 2024 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Aug 28, 2024 NA89 E NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED Loading...
Aug 28, 2024 RNL1 Q REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) Loading...
Aug 28, 2024 89AG O REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED Loading...
Aug 28, 2024 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Jun 14, 2024 E89R I TEAS SECTION 8 & 9 RECEIVED Loading...
Jan 20, 2024 REM2 E COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED Loading...
May 10, 2021 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED Loading...
May 10, 2021 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. Loading...
May 10, 2021 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Feb 23, 2021 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Feb 23, 2021 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Feb 23, 2021 EWAF I TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS Loading...
Feb 23, 2021 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Feb 23, 2021 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Feb 23, 2021 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Jan 27, 2021 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Jan 15, 2021 E815 I TEAS SECTION 8 & 15 RECEIVED Loading...
Jan 20, 2020 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Dec 27, 2017 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Mar 8, 2016 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Mar 8, 2016 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Jan 20, 2015 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Dec 18, 2014 SUNA E NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Loading...
Dec 17, 2014 CNPR P ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Loading...
Dec 17, 2014 SUPC I STATEMENT OF USE PROCESSING COMPLETE Loading...
Nov 11, 2014 IUAF S USE AMENDMENT FILED Loading...
Dec 11, 2014 AITU A CASE ASSIGNED TO INTENT TO USE PARALEGAL Loading...
Nov 11, 2014 EISU I TEAS STATEMENT OF USE RECEIVED Loading...
Jun 4, 2014 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Jun 3, 2014 NOAM E NOA E-MAILED - SOU REQUIRED FROM APPLICANT Loading...
Apr 8, 2014 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Apr 8, 2014 PUBO A PUBLISHED FOR OPPOSITION Loading...
Mar 19, 2014 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Mar 1, 2014 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED Loading...
Mar 1, 2014 ALIE A ASSIGNED TO LIE Loading...
Feb 10, 2014 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Feb 10, 2014 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Feb 10, 2014 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Feb 10, 2014 GNEA O EXAMINERS AMENDMENT E-MAILED Loading...
Feb 10, 2014 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Jan 24, 2014 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Jan 24, 2014 GNRT F NON-FINAL ACTION E-MAILED Loading...
Jan 24, 2014 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jan 11, 2014 DOCK D ASSIGNED TO EXAMINER Loading...
Oct 23, 2013 MPMK E NOTICE OF PSEUDO MARK E-MAILED Loading...
Oct 22, 2013 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Oct 17, 2013 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
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
First Use Anywhere: Nov 6, 2013
First Use in Commerce: Nov 6, 2013

Additional Information

Other
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 09/06/2005.
Other
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 09/06/2005.
Pseudo Mark
ASSET MARK

Classification

International Classes
036