REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05/30/2026
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Official data from USPTO
ASSETMARK PORTFOLIOENGINE
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: WordOffice: United States
Quick snapshot
ASSETMARK PORTFOLIOENGINE
ST13
US500000087011471Class
36
Filing
87011471
Registration
5211986
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
33
Latest update
05/31/2026
Trademark type
Word
Nice classes
36
Filing date
04/22/2016
Registration date
05/30/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/05/2023
Last transaction
05/31/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
03/28/2016
First use in commerce
03/28/2016
Drawing code
4
Owner type
03
Owner location
Concord, CA, US
Examiner
YOO, JEANE
Law office
N20
Current location
TMO LAW OFFICE 120
Holders and representatives
Holders
AssetMark, Inc.
Representatives
Sharoni S. Finkelstein VENABLE LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network
Publications
History of USPTO decisions and trademark events.
33 publications found
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
09/18/2024
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
06/05/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
06/05/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/05/2023
E815
TEAS SECTION 8 & 15 RECEIVED
11/28/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/30/2022
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
02/23/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/23/2021
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
02/23/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/23/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/23/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
02/23/2021
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
01/27/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/27/2017
R.PR
REGISTERED-PRINCIPAL REGISTER
05/30/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/14/2017
PUBO
PUBLISHED FOR OPPOSITION
03/14/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/22/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/01/2017
XAEC
EXAMINER'S AMENDMENT ENTERED
02/01/2017
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
02/01/2017
GNEA
EXAMINERS AMENDMENT E-MAILED
02/01/2017
CNEA
EXAMINERS AMENDMENT -WRITTEN
02/01/2017
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/20/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/20/2017
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/20/2017
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/08/2016
GNRT
NON-FINAL ACTION E-MAILED
08/08/2016
CNRT
NON-FINAL ACTION WRITTEN
08/08/2016
DOCK
ASSIGNED TO EXAMINER
08/08/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/27/2016
NWAP
NEW APPLICATION ENTERED
04/26/2016
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