TrademarkDir
PURPOSE-BASED PLANNING
DEAD

Serial Number

86197137

Owner

ASSETMARK, INC.

Attorney

Sharoni S. Finkelstein

First Use Date

May 16, 2014

Filing Date

Feb 18, 2014

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PURPOSE-BASED PLANNING Trademark

Serial Number: 86197137 • Registration: 4732846

PURPOSE-BASED PLANNING is a trademark filed by ASSETMARK, INC. on February 18, 2014. The trademark is classified under Class 16 (Paper Goods). The application is currently no longer active.

Owner Contact Info

ASSETMARK, INC. (78 trademarks)

1655 Grant Street, 10th Floor
Concord, CA 94520

Entity Type: 03

Trademark Details

Filing Date

February 18, 2014

Registration Date

May 5, 2015

First Use Anywhere

May 16, 2014

First Use in Commerce

May 16, 2014

Published for Opposition

July 1, 2014

Cancellation Date

November 21, 2025

Goods & Services

Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks on professional strategies and tactics in the field of financial advisor practice management; printed training materials in the field of financial services

Filing History

CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Nov 21, 2025 CAEX
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sep 18, 2024 ASCK
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
May 5, 2024 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Aug 26, 2021 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Aug 26, 2021 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 26, 2021 APRE
TEAS SECTION 8 & 15 RECEIVED
May 5, 2021 E815
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
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 5, 2020 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 27, 2017 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 8, 2016 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 8, 2016 REAP
REGISTERED-PRINCIPAL REGISTER
May 5, 2015 R.PR
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Apr 1, 2015 EXRA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Apr 1, 2015 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Mar 31, 2015 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Mar 31, 2015 SUPC
SOU EXTENSION 1 GRANTED
Mar 31, 2015 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Mar 31, 2015 AITU
USE AMENDMENT FILED
Feb 24, 2015 IUAF
SOU EXTENSION 1 FILED
Feb 24, 2015 EXT1
SOU TEAS EXTENSION RECEIVED
Feb 24, 2015 EEXT
TEAS STATEMENT OF USE RECEIVED
Feb 24, 2015 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Aug 26, 2014 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 1, 2014 NPUB
PUBLISHED FOR OPPOSITION
Jul 1, 2014 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 11, 2014 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
May 28, 2014 PREV
ASSIGNED TO LIE
May 27, 2014 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
May 23, 2014 CNSA
EXAMINER'S AMENDMENT ENTERED
May 23, 2014 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
May 23, 2014 GNEN
EXAMINERS AMENDMENT E-MAILED
May 23, 2014 GNEA
EXAMINERS AMENDMENT -WRITTEN
May 23, 2014 CNEA
ASSIGNED TO EXAMINER
May 23, 2014 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 3, 2014 NWOS
NEW APPLICATION ENTERED
Feb 21, 2014 NWAP

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