ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
09/18/2024
Back to search
Official data from USPTO
ASSETMARK
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: CombinedOffice: US
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
11
Latest update
09/18/2024
Classification
Registered
Trademark type
Combined
Nice classes
35, 36, 42
Filing date
12/08/2023
Registration date
07/23/2024
Expiration date
-
Recommended action
Perform a full collision analysis and validate classes before any filing or trademark investment.
Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/23/2024
Last transaction
07/23/2024
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
11/06/2013
First use in commerce
11/06/2013
Drawing code
3
Owner type
03
Owner location
Concord, CA, US
Examiner
RAFARI-PEARSON, NIYA
Law office
M30
Current location
FILE REPOSITORY (FRANCONIA)
Mark description
The mark consists of a small triangle overlapping the upper right side of a larger solid navy blue triangle. The small triangle contains diagonal stripes in the colors teal, white and sky blue that create triangles within the two intersecting triangles, and to the right of the triangles is the word "ASSETMARK" in black.
Holders and representatives
Holders
AssetMark, Inc.
Representatives
Sharoni S. Finkelstein Venable LLP
Technical classification
Nice Classes
Class 35Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Practice management servicesproviding business management support to investment advisors; business management and administration services; business informationconsultancyappraisal and advisory services
Class 36
Financial servicesinvestment counselingportfolio managementsecurities tradingmanagement of custom portfolio models by individual investment advisors; financial and investment servicesinvestment advisoryconsultationmanagement services; 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 risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of otherscapital investment servicesfinancial transaction services; trust and estate planning and management services; brokerage servicesacting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans; mutual fund brokerage; mutual fund distribution; mutual fund underwriting; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network; securities trading and investing services for others; financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; providing access to banking services
Class 42
Providing online non-downloadable software for portfolio constructionmanagementfinancial analysis for 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; 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.
11 publications found
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
07/23/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
07/23/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/07/2024
PUBO
PUBLISHED FOR OPPOSITION
05/07/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/17/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/29/2024
DOCK
ASSIGNED TO EXAMINER
03/29/2024
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
03/07/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/07/2024
NWAP
NEW APPLICATION ENTERED
12/08/2023
Continuous trademark protection
Get notified about every new filing that threatens ASSETMARK or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.