Trademark: 86197137
Word
PURPOSE-BASED PLANNING
Status
Registered
Status Code
702
Status Date
Thursday, August 26, 2021
Serial Number
86197137
Registration Number
4732846
Registration Date
Tuesday, May 5, 2015
Mark Type
4
Filing Date
Tuesday, February 18, 2014
Published for Opposition
Tuesday, July 1, 2014

Trademark Owner History
AssetMark, Inc. - Original Registrant

Classifications
16 Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks on professional strategies and tactics in the field of financial advisor practice management; printed training materials in the field of financial services
"PLANNING"

Trademark Events
May 23, 2014
Approved For Pub - Principal Register
Feb 21, 2014
New Application Entered
Mar 3, 2014
New Application Office Supplied Data Entered
May 23, 2014
Assigned To Examiner
May 23, 2014
Examiners Amendment -Written
May 23, 2014
Examiners Amendment E-Mailed
May 23, 2014
Notification Of Examiners Amendment E-Mailed
May 23, 2014
Examiner's Amendment Entered
Feb 24, 2015
Use Amendment Filed
May 27, 2014
Assigned To Lie
May 28, 2014
Law Office Publication Review Completed
Jun 11, 2014
Notification Of Notice Of Publication E-Mailed
Jul 1, 2014
Published For Opposition
Jul 1, 2014
Official Gazette Publication Confirmation E-Mailed
Aug 26, 2014
Noa E-Mailed - Sou Required From Applicant
Feb 24, 2015
Teas Statement Of Use Received
Feb 24, 2015
Sou Teas Extension Received
Feb 24, 2015
Sou Extension 1 Filed
Mar 31, 2015
Sou Extension 1 Granted
Mar 31, 2015
Statement Of Use Processing Complete
Apr 1, 2015
Notice Of Acceptance Of Statement Of Use E-Mailed
May 5, 2015
Registered-Principal Register
Dec 27, 2017
Teas Change Of Correspondence Received
Mar 31, 2015
Case Assigned To Intent To Use Paralegal
Mar 31, 2015
Allowed Principal Register - Sou Accepted
Apr 1, 2015
Notice Of Approval Of Extension Request E-Mailed
Mar 8, 2016
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Mar 8, 2016
Attorney/Dom.Rep.Revoked And/Or Appointed
May 5, 2020
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jan 27, 2021
Assignment Of Ownership Not Updated Automatically
Feb 23, 2021
Teas Change Of Owner Address Received
Feb 23, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Feb 23, 2021
Teas Change Of Correspondence Received
Feb 23, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Feb 23, 2021
Teas Withdrawal Of Attorney Received-Firm Retains
Feb 23, 2021
Applicant/Correspondence Changes (Non-Responsive) Entered
Aug 26, 2021
Case Assigned To Post Registration Paralegal
May 5, 2021
Teas Section 8 & 15 Received
Aug 26, 2021
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
May 5, 2024
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Aug 26, 2021
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.

Trademark Alertz updated from USPTO on 2030-01-24