REGISTERED
on 23 Jul 2024
Last Applicant/ Owned by
1655 Grant Street, 10th Floor
Concord
CA
94520
Serial Number
98305253 filed on 08th Dec 2023
Registration Number
7458231 registered on 23rd Jul 2024
Correspondent Address
Sharoni S. Finkelstein
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
ASSETMARK
Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysis, generating investment research reports for use by investment advisors and their clients in the fields of investment allocation and retirement income Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysis, generating investment research reports for use by investment advisors and their clients in the fields of investment allocation and retirement income planning; providing online non-downloadable software for use by professional investment advisors and their clients in portfolio management and counseling services, namely, investment portfolio management and monitoring, securities trading and investing, investment rebalancing, management of custom portfolio models, financial portfolio performance analysis, and implementing custom tax management strategies
First Use Date in General
28th Mar 2016
First Use Date in Commerce
28th Mar 2016
Class [036]
Insurance & Financial Services
Financial services, namely, investment counseling, portfolio management, securities trading, and management of custom portfolio models by individual investment advisors; 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; mutual fund brokerage; mutual fund distribution; mutual fund underwriting; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network; securities trading and investing services for others; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing access to banking services
First Use Date in General
06th Nov 2013
First Use Date in Commerce
06th Nov 2013
Class [035]
Advertising, Business & Retail Services
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 Date in General
06th Nov 2013
First Use Date in Commerce
06th Nov 2013
Mark Details
Serial Number
No 98305253
Mark Type
No Service Mark
Attorney Docket Number
No 132926398124
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Design Code(s)
26.05.12 -
Triangles with bars, bands and lines
26.05.13 -
Two Triangles
26.05.16 -
Triangles touching or intersecting
26.05.21 -
Triangles that are completely or partially shaded
26.17.01 -
Straight line(s), band(s) or bar(s)
26.17.06 -
Diagonal line(s), band(s) or bar(s)
Legal History
| Status Date | Action Taken |
|---|---|
| 18th Sep 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 23rd Jul 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 23rd Jul 2024 | REGISTERED-PRINCIPAL REGISTER |
| 07th May 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 07th May 2024 | PUBLISHED FOR OPPOSITION |
| 17th Apr 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 29th Mar 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 29th Mar 2024 | ASSIGNED TO EXAMINER |
| 07th Mar 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 07th Mar 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |