ASSETMARK
LIVE

Serial Number

86137653

Owner

ASSETMARK, INC.

Attorney

Sharoni S. Finkelstein

First Use Date

Nov 6, 2013

Filing Date

Dec 6, 2013

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ASSETMARK Trademark

Serial Number: 86137653 • Registration: 4761118

ASSETMARK is a trademark filed by ASSETMARK, INC. on December 6, 2013. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

ASSETMARK, INC. (78 trademarks)

1655 Grant Street, 10th Floor
Concord, CA 94520

Entity Type: 03

Trademark Details

Filing Date

December 6, 2013

Registration Date

June 23, 2015

First Use Anywhere

November 6, 2013

First Use in Commerce

November 6, 2013

Published for Opposition

August 19, 2014

Goods & Services

Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services

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

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Oct 9, 2025 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Oct 9, 2025 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Oct 9, 2025 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 9, 2025 APRE
TEAS SECTION 8 & 9 RECEIVED
Jun 17, 2025 E89R
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sep 18, 2024 ASCK
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jun 23, 2024 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sep 11, 2021 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sep 11, 2021 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 11, 2021 APRE
TEAS SECTION 8 & 15 RECEIVED
May 26, 2021 E815
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 23, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 23, 2021 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Feb 23, 2021 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 23, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 23, 2021 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 23, 2021 COAR
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jan 27, 2021 ASCK
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jun 23, 2020 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 27, 2017 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 8, 2016 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 8, 2016 REAP
REGISTERED-PRINCIPAL REGISTER
Jun 23, 2015 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
May 21, 2015 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
May 20, 2015 CNPR
STATEMENT OF USE PROCESSING COMPLETE
May 5, 2015 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Apr 28, 2015 AITU
USE AMENDMENT FILED
Mar 25, 2015 IUAF
TEAS STATEMENT OF USE RECEIVED
Mar 25, 2015 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Oct 14, 2014 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 19, 2014 NPUB
PUBLISHED FOR OPPOSITION
Aug 19, 2014 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 30, 2014 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jul 16, 2014 PREV
ASSIGNED TO LIE
Jul 15, 2014 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 27, 2014 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 27, 2014 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 26, 2014 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 26, 2014 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 19, 2014 GNRN
NON-FINAL ACTION E-MAILED
Mar 19, 2014 GNRT
NON-FINAL ACTION WRITTEN
Mar 19, 2014 CNRT
ASSIGNED TO EXAMINER
Mar 18, 2014 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Dec 20, 2013 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 19, 2013 NWOS
NEW APPLICATION ENTERED
Dec 10, 2013 NWAP