Serial Number
86137663
Owner
ASSETMARK, INC.Attorney
Sharoni S. FinkelsteinFirst Use Date
Nov 13, 2013
Filing Date
Dec 6, 2013
ASSETMARK WEALTH. INDEPENDENCE. PURPOSE. Trademark
Serial Number: 86137663 • Registration: 4631224
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Sharoni S. Finkelstein VENABLE LLP
101 California Street, Suite 3800
San Francisco, CA 94111
UNITED STATES
Trademark Details
Filing Date
December 6, 2013
Registration Date
November 4, 2014
First Use Anywhere
November 13, 2013
First Use in Commerce
November 13, 2013
Published for Opposition
August 19, 2014
Cancellation Date
May 16, 2025
Goods & 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
Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services
