TrademarkDir
ASSETMARK PORTFOLIOENGINE
LIVE

Serial Number

87011471

Owner

AssetMark, Inc.

Attorney

Sharoni S. Finkelstein

First Use Date

Mar 28, 2016

Filing Date

Apr 22, 2016

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ASSETMARK PORTFOLIOENGINE Trademark

Serial Number: 87011471 • Registration: 5211986

ASSETMARK PORTFOLIOENGINE is a trademark filed by AssetMark, Inc. on April 22, 2016. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

AssetMark, Inc. (2 trademarks)

1655 Grant Street, 10th Floor
Concord, CA 94520

Entity Type: 03

Trademark Details

Filing Date

April 22, 2016

Registration Date

May 30, 2017

First Use Anywhere

March 28, 2016

First Use in Commerce

March 28, 2016

Published for Opposition

March 14, 2017

Goods & Services

Providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
May 30, 2026 REM2
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sep 18, 2024 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jun 5, 2023 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jun 5, 2023 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 5, 2023 APRE
TEAS SECTION 8 & 15 RECEIVED
Nov 28, 2022 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 30, 2022 REM1
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
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 27, 2017 TCCA
REGISTERED-PRINCIPAL REGISTER
May 30, 2017 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 14, 2017 NPUB
PUBLISHED FOR OPPOSITION
Mar 14, 2017 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 22, 2017 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 1, 2017 CNSA
EXAMINER'S AMENDMENT ENTERED
Feb 1, 2017 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Feb 1, 2017 GNEN
EXAMINERS AMENDMENT E-MAILED
Feb 1, 2017 GNEA
EXAMINERS AMENDMENT -WRITTEN
Feb 1, 2017 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 20, 2017 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 20, 2017 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 20, 2017 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 8, 2016 GNRN
NON-FINAL ACTION E-MAILED
Aug 8, 2016 GNRT
NON-FINAL ACTION WRITTEN
Aug 8, 2016 CNRT
ASSIGNED TO EXAMINER
Aug 8, 2016 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 27, 2016 NWOS
NEW APPLICATION ENTERED
Apr 26, 2016 NWAP

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