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ASSETMARK PORTFOLIOENGINE
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 05 Jun 2023

Last Applicant/ Owned by

1655 Grant Street, 10th Floor

Concord

CA

94520

Serial Number

87011481 filed on 22nd Apr 2016

Registration Number

5211989 registered on 30th May 2017

in the Principal Register

Correspondent Address

Sharoni S. Finkelstein

Sharoni S. Finkelstein VENABLE LLP

San Francisco, CA 94111

UNITED STATES

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

ASSETMARK PORTFOLIOENGINE

Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients

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


First Use Date in General

28th Mar 2016

First Use Date in Commerce

28th Mar 2016

Mark Details


Serial Number

No 87011481

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

Legal History


Show more

Status DateAction Taken
18th Sep 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
05th Jun 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05th Jun 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05th Jun 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
28th Nov 2022TEAS SECTION 8 & 15 RECEIVED
30th May 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
23rd Feb 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
23rd Feb 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
23rd Feb 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
23rd Feb 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED