INVEST WITH EVIDENCE
LIVE

Serial Number

97124860

Owner

ASSETMARK, INC.

Attorney

Sharoni S. Finkelstein

First Use Date

Jan 28, 2019

Filing Date

Nov 15, 2021

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INVEST WITH EVIDENCE Trademark

Serial Number: 97124860 • Registration: 6846437

INVEST WITH EVIDENCE is a trademark filed by ASSETMARK, INC. on November 15, 2021. The trademark is classified under Class 36 (Insurance & Financial). 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

Efficient Advisors, LLC (11 trademarks)

Philadelphia, PA 19103

Entity Type: 16

Trademark Details

Filing Date

November 15, 2021

Registration Date

September 13, 2022

First Use Anywhere

January 28, 2019

First Use in Commerce

January 28, 2019

Published for Opposition

June 28, 2022

Goods & Services

financial asset management; financial investment services in the field of turnkey asset management; financial investment services, namely, financial investment brokerage, financial investment analysis, investment management; financial advisory services; financial and administrative services, namely, financial consultation, financial analysis, financial trust administration; financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments; financial planning, advisory, and management services; financial portfolio analysis services; financial portfolio management; asset management, namely, cash management, investment management, financial risk management, capital investment consulting

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Aug 12, 2026 ASGN
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Dec 24, 2025 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 24, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 24, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 24, 2025 REAP
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Sep 13, 2022 NRCC
REGISTERED-PRINCIPAL REGISTER
Sep 13, 2022 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jun 28, 2022 NPUB
PUBLISHED FOR OPPOSITION
Jun 28, 2022 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 8, 2022 NONP
ASSIGNED TO LIE
May 20, 2022 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
May 18, 2022 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 16, 2022 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 16, 2022 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 16, 2022 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 29, 2022 GNRN
NON-FINAL ACTION E-MAILED
Apr 29, 2022 GNRT
NON-FINAL ACTION WRITTEN
Apr 29, 2022 CNRT
ASSIGNED TO EXAMINER
Apr 25, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 19, 2021 NWOS
NEW APPLICATION ENTERED
Nov 18, 2021 NWAP