ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
09/18/2024
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Official data from USPTO
ASSETMARK INSTITUTIONAL
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
ASSETMARK INSTITUTIONAL
ST13
US500000088875451Class
36, 42
Filing
88875451
Registration
6732371
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
37
Latest update
09/18/2024
Trademark type
Word
Nice classes
36, 42
Filing date
04/16/2020
Registration date
05/24/2022
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/24/2022
Last transaction
05/24/2022
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
03/10/2021
First use in commerce
03/10/2021
Drawing code
4
Owner type
03
Owner location
Concord, CA, US
Examiner
DEAN, JULES J.
Law office
N20
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
AssetMark, Inc.
Representatives
Sharoni S. Finkelstein Venable LLP
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesinvestment counseling and portfolio management; financial and investment servicesinvestment advisoryconsultationmanagement services; providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; financial planning services; wealth management; fund managementmanagement of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classesincluding fixed-income productsequitiesalternative investmentscommodities; financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; financial risk-management consultation
Class 42
Providing online non-downloadable software for portfolio constructionmanagementfinancial analysis for use by professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysisgenerating investment research reports for use by investment advisors and their clients in the fields of investment allocation and retirement income planning
Publications
History of USPTO decisions and trademark events.
37 publications found
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
05/24/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
05/24/2022
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
04/13/2022
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
04/12/2022
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
03/15/2022
SUPC
STATEMENT OF USE PROCESSING COMPLETE
03/12/2022
EX2G
SOU EXTENSION 2 GRANTED
03/12/2022
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
03/12/2022
IUAF
USE AMENDMENT FILED
03/01/2022
EXT2
SOU EXTENSION 2 FILED
03/01/2022
EEXT
SOU TEAS EXTENSION RECEIVED
03/01/2022
EISU
TEAS STATEMENT OF USE RECEIVED
03/01/2022
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
09/03/2021
EX1G
SOU EXTENSION 1 GRANTED
09/01/2021
EXT1
SOU EXTENSION 1 FILED
09/01/2021
EEXT
SOU TEAS EXTENSION RECEIVED
09/01/2021
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
03/02/2021
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
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/05/2021
PUBO
PUBLISHED FOR OPPOSITION
01/05/2021
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/16/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/30/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/10/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/09/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/09/2020
GPRN
NOTIFICATION OF PRIORITY ACTION E-MAILED
07/08/2020
GPRA
PRIORITY ACTION E-MAILED
07/08/2020
CPRA
PRIORITY ACTION WRITTEN
07/08/2020
DOCK
ASSIGNED TO EXAMINER
07/07/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/27/2020
NWAP
NEW APPLICATION ENTERED
04/20/2020
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