TREA

98256963 - ASSETMARK

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Information

  • Trademark
  • 98256963
  • Serial Number
    98256963
  • Registration Number
    7458175
  • Filing Date
    November 06, 2023
    a year ago
  • Registration Date
    July 23, 2024
    6 months ago
  • Transaction Date
    September 19, 2024
    4 months ago
  • Status Date
    July 23, 2024
    6 months ago
  • Published for Opposition Date
    May 07, 2024
    8 months ago
  • Location Date
    July 22, 2024
    6 months ago
  • First Use Anywhere Date
    November 06, 2013
    11 years ago
  • First Use In Commerce Date
    November 06, 2013
    11 years ago
  • Status Code
    700
  • Current Location
    FILE REPOSITORY (FRANCONIA)
    Employee Name
    RAFARI-PEARSON, NIYA
  • Attorney Docket Number
    132926398124
    Attorney Name
    Sharoni S. Finkelstein
  • Owners
Information
Mark Drawing Code
3
Mark Identification
ASSETMARK
Case File Statements
  • DM0000: The mark consists of a small triangle overlapping the upper right side of a larger triangle. The small triangle contains diagonal stripes that creates triangles within the two intersecting triangles, and below the triangles is the word "ASSETMARK".
  • PM0001: ASSET MARK
  • GS0361: Financial services, namely, investment counseling, portfolio management, securities trading, and management of custom portfolio models by individual investment advisors; 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; 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 analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing access to banking services
  • CC0000: Color is not claimed as a feature of the mark.
  • GS0351: Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services
Case File Event Statements
  • 12/2/2023 - a year ago
    2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS
  • 12/5/2023 - a year ago
    3 - NOTICE OF DESIGN SEARCH CODE E-MAILED Type: MDSM
  • 3/29/2024 - 10 months ago
    4 - ASSIGNED TO EXAMINER Type: DOCK
  • 11/9/2023 - a year ago
    1 - NEW APPLICATION ENTERED Type: NWAP
  • 3/29/2024 - 10 months ago
    5 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA
  • 4/17/2024 - 9 months ago
    6 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP
  • 5/7/2024 - 8 months ago
    7 - PUBLISHED FOR OPPOSITION Type: PUBO
  • 5/7/2024 - 8 months ago
    8 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB
  • 9/18/2024 - 4 months ago
    11 - ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Type: ASCK
  • 7/23/2024 - 6 months ago
    10 - NOTICE OF REGISTRATION CONFIRMATION EMAILED Type: NRCC
  • 7/23/2024 - 6 months ago
    9 - REGISTERED-PRINCIPAL REGISTER Type: R.PR