ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
08/12/2026
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Official data from USPTO
INVEST WITH EVIDENCE
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
INVEST WITH EVIDENCE
ST13
US500000097124860Class
36
Filing
97124860
Registration
6846437
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
21
Latest update
08/12/2026
Trademark type
Word
Nice classes
36
Filing date
11/15/2021
Registration date
09/13/2022
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/13/2022
Last transaction
08/12/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
01/28/2019
First use in commerce
01/28/2019
Drawing code
4
Owner type
03
Owner location
CONCORD, CA, US
Examiner
WHITE, TRAVIS WILLIAM
Law office
N80
Current location
PUBLICATION AND ISSUE SECTION
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 asset management; financial investment services in the field of turnkey asset management; financial investment servicesfinancial investment brokeragefinancial investment analysisinvestment management; financial advisory services; financial and administrative servicesfinancial consultationfinancial analysisfinancial trust administration; financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments; financial planningadvisorymanagement services; financial portfolio analysis services; financial portfolio management; asset managementcash managementinvestment managementfinancial risk managementcapital investment consulting
Publications
History of USPTO decisions and trademark events.
21 publications found
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
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
09/13/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
09/13/2022
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/28/2022
PUBO
PUBLISHED FOR OPPOSITION
06/28/2022
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/08/2022
ALIE
ASSIGNED TO LIE
05/20/2022
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/18/2022
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/16/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/16/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/16/2022
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
04/29/2022
GNRT
NON-FINAL ACTION E-MAILED
04/29/2022
CNRT
NON-FINAL ACTION WRITTEN
04/29/2022
DOCK
ASSIGNED TO EXAMINER
04/25/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/19/2021
NWAP
NEW APPLICATION ENTERED
11/18/2021
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