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Official data from USPTO

ASSETMARK ADVISOR MANAGED PORTFOLIOS

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

ASSETMARK ADVISOR MANAGED PORTFOLIOS

ST13

US500000090550190

Class

42

Filing

90550190

Registration

6614414

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

13

Latest update

09/18/2024

Trademark type

Word

Nice classes

42

Filing date

02/26/2021

Registration date

01/11/2022

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

01/11/2022

Last transaction

01/11/2022

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

08/13/2020

First use in commerce

08/13/2020

Drawing code

4

Owner type

03

Owner location

Concord, CA, US

Examiner

FOSS,KATHERINE M

Law office

N70

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

AssetMark, Inc.

Representatives

SHARONI S. FINKELSTEIN VENABLE LLP

Technical classification

Nice Classes

Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 42

Providing online non-downloadable software for use by professional investment advisors and their clients in portfolio management and counseling servicesinvestment portfolio management and monitoringsecurities trading and investinginvestment rebalancingmanagement of custom portfolio modelsfinancial portfolio performance analysisimplementing custom tax management strategies

Publications

History of USPTO decisions and trademark events.

13 publications found

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

09/18/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

01/11/2022

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

10/26/2021

PUBO

PUBLISHED FOR OPPOSITION

10/26/2021

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

10/06/2021

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

09/23/2021

XAEC

EXAMINER'S AMENDMENT ENTERED

09/23/2021

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

09/23/2021

GNEA

EXAMINERS AMENDMENT E-MAILED

09/23/2021

CNEA

EXAMINERS AMENDMENT -WRITTEN

09/23/2021

DOCK

ASSIGNED TO EXAMINER

09/21/2021

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

05/28/2021

NWAP

NEW APPLICATION ENTERED

03/02/2021

Continuous trademark protection

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