ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
08/12/2026
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Official data from USPTO
SMART INVESTING SIMPLIFIED
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
SMART INVESTING SIMPLIFIED
ST13
US500000086667134Class
36
Filing
86667134
Registration
5317534
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
39
Latest update
08/12/2026
Trademark type
Word
Nice classes
36
Filing date
06/18/2015
Registration date
10/24/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/03/2023
Last transaction
08/12/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
06/12/2017
First use in commerce
06/12/2017
Drawing code
4
Owner type
03
Owner location
CONCORD, CA, US
Examiner
MANOR, THOMAS M
Law office
M10
Current location
TMO LAW OFFICE 110
Holders and representatives
Holders
ASSETMARK, INC.
Efficient Advisors, LLC
Representatives
Sharoni S. Finkelstein Venable LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICESFINANCIAL INVESTMENT BROKERAGEFINANCIAL INVESTMENT ANALYSISFINANCIAL ADVISORY SERVICES; FINANCIAL AND ADMINISTRATIVE SERVICESFINANCIAL CONSULTATIONFINANCIAL ANALYSISFINANCIAL TRUST ADMINISTRATION; FINANCIAL SERVICESADMINISTRATION OF TRANSACTIONS INVOLVING FUNDS DRAWN FROM SECURITIESSTOCKSFUNDSEQUITIESBONDSCASHOTHER TYPES OF FINANCIAL INVESTMENTS IN RETIREMENT PLANS USING A CREDIT OR DEBIT CARD OVER A GLOBAL DATA NETWORK; FINANCIAL PLANNINGADVISORYMANAGEMENT SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; FINANCIAL PORTFOLIO MANAGEMENT; ASSET MANAGEMENTCASH MANAGEMENTFINANCIAL RISK MANAGEMENTCAPITAL INVESTMENT CONSULTING
Publications
History of USPTO decisions and trademark events.
39 publications found
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
01/22/2026
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
12/24/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/24/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/24/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/24/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/23/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05/03/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05/03/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/03/2023
E815
TEAS SECTION 8 & 15 RECEIVED
10/24/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10/24/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/28/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/28/2019
R.PR
REGISTERED-PRINCIPAL REGISTER
10/24/2017
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
09/20/2017
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/19/2017
SUPC
STATEMENT OF USE PROCESSING COMPLETE
08/30/2017
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED
08/29/2017
EX1G
SOU EXTENSION 1 GRANTED
08/28/2017
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
08/28/2017
IUAF
USE AMENDMENT FILED
08/21/2017
EXT1
SOU EXTENSION 1 FILED
08/21/2017
EEXT
SOU TEAS EXTENSION RECEIVED
08/21/2017
EISU
TEAS STATEMENT OF USE RECEIVED
08/21/2017
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
02/21/2017
PUBO
PUBLISHED FOR OPPOSITION
12/27/2016
NPUB
NOTICE OF PUBLICATION
12/07/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/16/2016
CNFR
FINAL REFUSAL MAILED
04/20/2016
CNFR
FINAL REFUSAL WRITTEN
04/19/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/30/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/29/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/29/2016
CNRT
NON-FINAL ACTION MAILED
09/30/2015
CNRT
NON-FINAL ACTION WRITTEN
09/30/2015
DOCK
ASSIGNED TO EXAMINER
09/25/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/24/2015
NWAP
NEW APPLICATION ENTERED
06/22/2015
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