Trademark: 86137663
Word
ASSETMARK WEALTH. INDEPENDENCE. PURPOSE.
Status
Registered
Status Code
702
Status Date
Saturday, February 13, 2021
Serial Number
86137663
Registration Number
4631224
Registration Date
Tuesday, November 4, 2014
Mark Type
3000
Filing Date
Friday, December 6, 2013
Published for Opposition
Tuesday, August 19, 2014

Trademark Owner History
AssetMark, Inc. - Original Registrant

Classifications
36 Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans
35 Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services
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 below and to the left of the triangles is the word "ASSETMARK" in black, under which are the words "Wealth. Independence. Purpose." in navy blue.
ASSET MARK WEALTH. INDEPENDENCE. PURPOSE.
The color(s) navy blue, teal, white, sky blue, and black is/are claimed as a feature of the mark.

Trademark Events
Nov 4, 2023
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Feb 23, 2021
Applicant/Correspondence Changes (Non-Responsive) Entered
Feb 23, 2021
Teas Change Of Correspondence Received
Feb 23, 2021
Teas Withdrawal Of Attorney Received-Firm Retains
Feb 23, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Feb 23, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Feb 23, 2021
Teas Change Of Owner Address Received
Feb 13, 2021
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Feb 13, 2021
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Feb 13, 2021
Case Assigned To Post Registration Paralegal
Jan 27, 2021
Assignment Of Ownership Not Updated Automatically
Nov 3, 2020
Teas Section 8 & 15 Received
Nov 4, 2019
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Dec 27, 2017
Teas Change Of Correspondence Received
Mar 8, 2016
Attorney/Dom.Rep.Revoked And/Or Appointed
Mar 8, 2016
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Nov 4, 2014
Registered-Principal Register
Aug 19, 2014
Official Gazette Publication Confirmation E-Mailed
Aug 19, 2014
Published For Opposition
Jul 30, 2014
Notification Of Notice Of Publication E-Mailed
Jul 16, 2014
Law Office Publication Review Completed
Jul 15, 2014
Assigned To Lie
Jun 27, 2014
Approved For Pub - Principal Register
Jun 27, 2014
Teas/Email Correspondence Entered
Jun 26, 2014
Correspondence Received In Law Office
Jun 26, 2014
Teas Response To Office Action Received
Mar 19, 2014
Notification Of Non-Final Action E-Mailed
Mar 19, 2014
Non-Final Action E-Mailed
Mar 19, 2014
Non-Final Action Written
Mar 18, 2014
Assigned To Examiner
Dec 20, 2013
Notice Of Design Search Code E-Mailed
Dec 19, 2013
New Application Office Supplied Data Entered
Dec 10, 2013
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24