Legal Representation
Attorney
Sharoni S. Finkelstein
USPTO Deadlines
Next Deadline
3440 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on renewal date 20150623)
Due Date
June 23, 2035
Grace Period Ends
December 23, 2035
Application History
46 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 9, 2025 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | Loading... |
| Oct 9, 2025 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | Loading... |
| Oct 9, 2025 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | Loading... |
| Oct 9, 2025 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jun 17, 2025 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Sep 18, 2024 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Jun 23, 2024 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Sep 11, 2021 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Sep 11, 2021 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Sep 11, 2021 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| May 26, 2021 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | 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... |
| Jun 23, 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... |
| Jun 23, 2015 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| May 21, 2015 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| May 20, 2015 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| May 5, 2015 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Mar 25, 2015 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Apr 28, 2015 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Mar 25, 2015 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Oct 14, 2014 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Aug 19, 2014 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Aug 19, 2014 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jul 30, 2014 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jul 16, 2014 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Jul 15, 2014 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jun 27, 2014 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jun 27, 2014 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 26, 2014 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jun 26, 2014 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Mar 19, 2014 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Mar 19, 2014 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Mar 19, 2014 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Mar 18, 2014 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 20, 2013 | MDSM | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Dec 19, 2013 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 10, 2013 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services
First Use Anywhere:
Nov 6, 2013
First Use in Commerce:
Nov 6, 2013
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; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans
First Use Anywhere:
Nov 6, 2013
First Use in Commerce:
Nov 6, 2013
Additional Information
Design Mark
The mark consists of a small triangle overlapping the upper right side of a larger solid navy blue triangle. The small triangle contains diagonal stripes in the colors teal, white and sky blue that create triangles within the two intersecting triangles, and below and to the left of the triangles is the word "ASSETMARK" in black.
Color Claim
The color(s) navy blue, teal, white, sky blue and black is/are claimed as a feature of the mark.
Pseudo Mark
ASSET MARK
Classification
International Classes
035
036