INVESTING EVOLVED

LIVE

Serial Number

88951093

Owner

AssetMark, Inc.

Attorney

Sharoni S. Finkelstein

First Use Date

Mar 14, 2016

Filing Date

Jun 5, 2020

Add to watchlist:

No watchlists yet

+ Create New Watchlist

View on USPTO

INVESTING EVOLVED Trademark

Serial Number: 88951093 • Registration: 6298496

INVESTING EVOLVED is a trademark filed by AssetMark, Inc. on June 5, 2020. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

AssetMark, Inc. (2 trademarks)

1655 Grant Street, 10th Floor
Concord, CA 94520

Entity Type: 03

Legal Representation

Attorney of Record

Sharoni S. Finkelstein

727 trademarks filed View all →

Correspondence Address

Sharoni S. Finkelstein Venable LLP

101 California Street, Suite 3800

San Francisco, CA 94111

UNITED STATES

Trademark Details

Filing Date

June 5, 2020

Registration Date

March 23, 2021

First Use Anywhere

March 14, 2016

First Use in Commerce

March 14, 2016

Published for Opposition

January 5, 2021

Goods & Services

Providing online non-downloadable software for financial portfolio analysis; providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients

Providing financial portfolio management and counseling services to help professional investment advisors build portfolios and to facilitate discussions between advisors and investors on how portfolios will perform across a range of market conditions; 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 (6-YR) E-MAILED

Mar 23, 2026 REM1

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Sep 18, 2024 ASCK

REGISTERED-PRINCIPAL REGISTER

Mar 23, 2021 R.PR

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

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jan 5, 2021 NPUB

PUBLISHED FOR OPPOSITION

Jan 5, 2021 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Dec 16, 2020 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Dec 2, 2020 CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Nov 11, 2020 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Nov 10, 2020 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Nov 10, 2020 TROA

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

Jul 28, 2020 AAUA

USE AMENDMENT ACCEPTED

Jul 27, 2020 IUAA

AMENDMENT TO USE PROCESSING COMPLETE

Jul 8, 2020 AUPC

USE AMENDMENT FILED

Jul 8, 2020 IUAF

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jul 7, 2020 GNRN

NON-FINAL ACTION E-MAILED

Jul 7, 2020 GNRT

NON-FINAL ACTION WRITTEN

Jul 7, 2020 CNRT

ASSIGNED TO EXAMINER

Jul 7, 2020 DOCK

TEAS AMENDMENT OF USE RECEIVED

Jun 29, 2020 EAAU

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 29, 2020 NWOS

NEW APPLICATION ENTERED

Jun 9, 2020 NWAP

Related Trademarks

More from this Owner

Serial #99740661

TALK TRACKS

ASSETMARK CD PLUS

More in Same Class

JOY DANIELS

SERVING THOSE WHO SERVE

SAFEPASSAGE CARGO INSURANCE

LIQUIIDA

FHNB

KARMACOIN