| ASSETMARK AssetMark, Inc.
86137653 06 Dec 2013 | on 11 Sep 2021
| Financial services, namely, investment counseling and portfolio manage... Class 035 Class 035 Advertising, Business & Retail Services 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. Class 036 Class 036 Insurance & Financial Services ASSET MARK | | | ASSETMARK AssetMark, Inc.
98305256 08 Dec 2023 | on 23 Jul 2024
| Financial services, namely, investment counseling, portfolio managemen... Class 035 Class 035 Advertising, Business & Retail Services 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 to the right of the triangles is the word "ASSETMARK" in black. Class 036 Class 036 Insurance & Financial Services ASSET MARK Class 042 Computer & Software Services & Scientific 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 | | | ASSETMARK AssetMark, Inc.
98305253 08 Dec 2023 | on 23 Jul 2024
| Financial services, namely, investment counseling, portfolio managemen... Class 035 Class 035 Advertising, Business & Retail Services The mark consists of a small triangle overlapping the upper right side of a larger triangle. The small triangle contains diagonal stripes that creates triangles within the two intersecting triangles, and below and to the left of the triangles is the word "ASSETMARK". Class 036 Class 036 Insurance & Financial Services ASSET MARK Class 042 Computer & Software Services & Scientific 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 | | | ASSETMARK ASSETMARK, INC.
86091173 14 Oct 2013 | on 28 Aug 2024
| Practice management services, namely, providing business management su... Class 035 Class 035 Advertising, Business & Retail Services 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. | | | ASSETMARK ASSETMARK, INC.
86091175 14 Oct 2013 | on 28 Aug 2024
| Financial services, namely, investment counseling and portfolio manage... Class 036 Class 036 Insurance & Financial Services 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. | | | ASSETMARK AssetMark, Inc.
98256963 06 Nov 2023 | on 23 Jul 2024
| Financial services, namely, investment counseling, portfolio managemen... Class 035 Class 035 Advertising, Business & Retail Services The mark consists of a small triangle overlapping the upper right side of a larger triangle. The small triangle contains diagonal stripes that creates triangles within the two intersecting triangles, and below the triangles is the word "ASSETMARK". Class 036 Class 036 Insurance & Financial Services ASSET MARK | | | ASSETMARK RETIREMENT SERVICES AssetMark, Inc.
87337238 15 Feb 2017 | on 05 Jun 2023
| Financial services, namely, investment counseling and portfolio manage... Class 036 Class 036 Insurance & Financial Services ASSET MARK RETIREMENT SERVICES | | | LEGACY INVESTMENT SERVICES, INC. Legacy Advisor Technologies, Inc.
88766246 20 Jan 2020 | on 03 Nov 2020
| Financial planning and investment advisory services; Financial retirem... Class 036 Class 036 Insurance & Financial Services Financial planning and investment advisory services; Financial retirement plan consulting services | | | I R SERVICES INC. IR Services Inc.
88188008 09 Nov 2018 | on 18 Feb 2020
| designing and drafting services in the field of designing windows, win... Class 042 Class 042 Computer & Software Services & Scientific Services "SERVICES INC." | | | J JOHNSON INVESTMENT SERVICES, INC. Johnson Financial Group, Inc.
76539536 22 Aug 2003 | on 03 Mar 2015
| Brokerage services in the fields of financial securities, stocks, bond... Class 036 Class 036 Insurance & Financial Services "INVESTMENT SERVICES, INC." | | 
