USPTO serial 88233565
ASSETMARK GUIDED INCOME SOLUTIONS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 17, 2020
- Examiner
- SELING, TYLER
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
Need help with ASSETMARK GUIDED INCOME SOLUTIONS?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Get help with this Renewal, set up monitoring, or talk with CopyMark.
Get Attorney Assistance for just $748*
Plus Government fees of $650
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Sharoni S. Finkelstein
Sharoni S. Finkelstein VENABLE LLP101 California Street, Suite 3800San Francisco, CA 94111UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; investment management and advisory services for individuals, namely, retirement income planning; providing financial investment advisory services for others to generate retirement income | ACTIVE | Feb 5, 2019 |
| 042 | Providing online non-downloadable software for portfolio construction, management, and financial analysis for use by 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 | ACTIVE | Feb 5, 2019 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by AssetMark, Inc.
- Other trademarks owned by AssetMark, Inc.
- Other trademarks owned by AssetMark, Inc.
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named ASSETMARK GUIDED INCOME SOLUTIONS
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 17, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 18, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Feb 23, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 23, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 23, 2021 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Feb 23, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 23, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 23, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 17, 2020 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Oct 10, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 9, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 25, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 25, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 19, 2020 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jul 6, 2020 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jul 6, 2020 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jul 6, 2020 | CNRT | SU - NON-FINAL ACTION - WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 11, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 10, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jun 10, 2020 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jun 9, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| May 27, 2020 | IUAF | USE AMENDMENT FILED | — |
| May 27, 2020 | EXT1 | SOU EXTENSION 1 FILED | — |
| May 27, 2020 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| May 27, 2020 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Dec 3, 2019 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Oct 8, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 8, 2019 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Sep 18, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 3, 2019 | ALIE | ASSIGNED TO LIE | — |
| Aug 27, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 23, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 22, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 22, 2019 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jul 9, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 14, 2019 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 14, 2019 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 14, 2019 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 14, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 10, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 21, 2018 | NWAP | NEW APPLICATION ENTERED | — |