98305253 - ASSETMARK

Information

• Trademark
• 98305253

• Source

• Serial Number

  98305253

• International Classifications

  • 35 - Advertising
  • 36 - Insurance
  • 42 - Scientific and technological services and research and design relating thereto

• Filing Date

  December 08, 2023
  5 months ago

• Transaction Date

  May 07, 2024
  19 days ago

• Status Date

  May 07, 2024
  19 days ago

• Published for Opposition Date

  May 07, 2024
  19 days ago

• Location Date

  April 03, 2024
  a month ago

• First Use Anywhere Date

  March 28, 2016
  8 years ago

• First Use In Commerce Date

  March 28, 2016
  8 years ago

• Status Code

  686

• Current Location

  PUBLICATION AND ISSUE SECTION

  Employee Name

  RAFARI-PEARSON, NIYA M

• Attorney Docket Number

  132926398124

  Attorney Name

  Sharoni S. Finkelstein

  Law Office Assigned Location Code

  M30

• Owners

  • General Electric Company

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 and to the left of 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
• GS0421: Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysis, generating 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 services, namely, investment portfolio management and monitoring, securities trading and investing, investment rebalancing, management of custom portfolio models, financial portfolio performance analysis, and implementing custom tax management strategies

Case File Event Statements

• 12/8/2023 - 5 months ago

  1 - NEW APPLICATION ENTERED Type: NWAP

• 3/7/2024 - 2 months ago

  3 - NOTICE OF DESIGN SEARCH CODE E-MAILED Type: MDSM

• 3/7/2024 - 2 months ago

  2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS

• 3/29/2024 - a month ago

  4 - ASSIGNED TO EXAMINER Type: DOCK

• 3/29/2024 - a month ago

  5 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA

• 4/17/2024 - a month ago

  6 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP

• 5/7/2024 - 19 days ago

  7 - PUBLISHED FOR OPPOSITION Type: PUBO

• 5/7/2024 - 19 days ago

  8 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB