TrademarkDir
ASSETMARK GUIDED INCOME SOLUTIONS
LIVE

Serial Number

88233565

Owner

ASSETMARK, INC.

Attorney

Sharoni S. Finkelstein

First Use Date

Jan 31, 2019

Filing Date

Dec 18, 2018

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ASSETMARK GUIDED INCOME SOLUTIONS Trademark

Serial Number: 88233565 • Registration: 6201074

ASSETMARK GUIDED INCOME SOLUTIONS is a trademark filed by ASSETMARK, INC. on December 18, 2018. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

ASSETMARK, INC. (84 trademarks)

1655 Grant Street, 10th Floor
Concord, CA 94520

Entity Type: 03

Trademark Details

Filing Date

December 18, 2018

Registration Date

November 17, 2020

First Use Anywhere

January 31, 2019

First Use in Commerce

February 5, 2019

Published for Opposition

October 8, 2019

Goods & Services

Providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; investment management and advisory services for individuals, namely, retirement income planning; providing financial investment advisory services for others to generate retirement income

Providing online non-downloadable software for portfolio construction, management, and financial analysis for use by 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

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Nov 17, 2025 REM1
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sep 18, 2024 ASCK
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
REGISTERED-PRINCIPAL REGISTER
Nov 17, 2020 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Oct 10, 2020 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Oct 9, 2020 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 25, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 25, 2020 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 19, 2020 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 6, 2020 GNRN
NON-FINAL ACTION E-MAILED
Jul 6, 2020 GNRT
SU - NON-FINAL ACTION - WRITTEN
Jul 6, 2020 CNRT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jun 11, 2020 EXRA
STATEMENT OF USE PROCESSING COMPLETE
Jun 10, 2020 SUPC
SOU EXTENSION 1 GRANTED
Jun 10, 2020 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jun 9, 2020 AITU
USE AMENDMENT FILED
May 27, 2020 IUAF
SOU EXTENSION 1 FILED
May 27, 2020 EXT1
SOU TEAS EXTENSION RECEIVED
May 27, 2020 EEXT
TEAS STATEMENT OF USE RECEIVED
May 27, 2020 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 3, 2019 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 8, 2019 NPUB
PUBLISHED FOR OPPOSITION
Oct 8, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 18, 2019 NONP
ASSIGNED TO LIE
Sep 3, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 27, 2019 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 23, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 22, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 22, 2019 TROA
ASSIGNED TO EXAMINER
Jul 9, 2019 DOCK
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 14, 2019 GNRN
NON-FINAL ACTION E-MAILED
Mar 14, 2019 GNRT
NON-FINAL ACTION WRITTEN
Mar 14, 2019 CNRT
ASSIGNED TO EXAMINER
Mar 14, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 10, 2019 NWOS
NEW APPLICATION ENTERED
Dec 21, 2018 NWAP

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