REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
03/23/2026
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Official data from USPTO
INVESTING EVOLVED
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
INVESTING EVOLVED
ST13
US500000088951093Class
36, 42
Filing
88951093
Registration
6298496
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
27
Latest update
03/24/2026
Trademark type
Word
Nice classes
36, 42
Filing date
06/05/2020
Registration date
03/23/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/23/2021
Last transaction
03/24/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
03/14/2016
First use in commerce
03/14/2016
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
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
Class 42
Providing online non-downloadable software for financial portfolio analysis; providing online non-downloadable software for portfolio constructionmanagementfinancial analysis for professional investment advisors and their clients
Publications
History of USPTO decisions and trademark events.
27 publications found
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
09/18/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
03/23/2021
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
12/02/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/11/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/10/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/10/2020
AAUA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
07/28/2020
IUAA
USE AMENDMENT ACCEPTED
07/27/2020
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
07/08/2020
IUAF
USE AMENDMENT FILED
07/08/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/07/2020
GNRT
NON-FINAL ACTION E-MAILED
07/07/2020
CNRT
NON-FINAL ACTION WRITTEN
07/07/2020
DOCK
ASSIGNED TO EXAMINER
07/07/2020
EAAU
TEAS AMENDMENT OF USE RECEIVED
06/29/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/29/2020
NWAP
NEW APPLICATION ENTERED
06/09/2020
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