USPTO serial 98107221
ASSETMARK PORTFOLIO SOLUTIONS
Reviewed by CopyMark Law Group
Status 606
- Filing date
- Status date
- Registration date
- —
- Examiner
- RAFARI-PEARSON, NIYA
- Law office
- INTENT TO USE SECTION
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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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 LLP2049 CENTURY PARK EAST, SUITE 2300LOS ANGELES, CA 90067UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, investment counseling and portfolio management; 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, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and 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 financial advisory services for retirement plans and 401k plans; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk assessment | ACTIVE | — |
| 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 | — |
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 in Class 036
- Other trademarks in Class 042
- Similar marks named ASSETMARK PORTFOLIO SOLUTIONS
- Prosecution event MAB6 explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 3, 2025 | MAB6 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Feb 3, 2025 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Jul 2, 2024 | 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. |
| May 7, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 7, 2024 | 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. |
| Apr 17, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 29, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 29, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 29, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 29, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 29, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 29, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 1, 2024 | AMPX | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED | — |
| Feb 1, 2024 | ALIE | ASSIGNED TO LIE | — |
| Sep 12, 2023 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Aug 28, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 1, 2023 | NWAP | NEW APPLICATION ENTERED | — |