USPTO serial 88951093
INVESTING EVOLVED
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 23, 2021
- Examiner
- DEAN, JULES J.
- 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.
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Owner
Concord, CA, US
Concord, CA, US
Concord, CA, US
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 to help professional investment advisors build portfolios and to facilitate discussions between advisors and investors on how portfolios will perform across a range of market conditions; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network | ACTIVE | Mar 14, 2016 |
| 042 | Providing online non-downloadable software for financial portfolio analysis; providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients | ACTIVE | Mar 14, 2016 |
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.
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 23, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 18, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 23, 2021 | 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. |
| 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 | — |
| Jan 5, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 5, 2021 | 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. |
| Dec 16, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 2, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 11, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 10, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 10, 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 28, 2020 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Jul 27, 2020 | IUAA | USE AMENDMENT ACCEPTED | — |
| Jul 8, 2020 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jul 8, 2020 | IUAF | USE AMENDMENT FILED | — |
| Jul 7, 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 7, 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 7, 2020 | 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. |
| Jul 7, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 29, 2020 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Jun 29, 2020 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 9, 2020 | NWAP | NEW APPLICATION ENTERED | — |