SAVOS PERSONAL PORTFOLIOS
LIVE

Serial Number

88875450

Owner

AssetMark, Inc.

Attorney

Sharoni S. Finkelstein

First Use Date

Aug 22, 2019

Filing Date

Apr 16, 2020

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SAVOS PERSONAL PORTFOLIOS Trademark

Serial Number: 88875450 • Registration: 6412429

SAVOS PERSONAL PORTFOLIOS is a trademark filed by AssetMark, Inc. on April 16, 2020. 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 16, 2020

Registration Date

July 6, 2021

First Use Anywhere

August 22, 2019

First Use in Commerce

August 22, 2019

Published for Opposition

August 18, 2020

Goods & Services

Financial and investment services, namely, investment advisory, consultation, and management services; investment advisory and management services in the nature of individual stock selection, rebalancing allocations, and tax-loss harvesting; 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, fixed-income products, equities, alternative investments, and commodities; financial risk-management consultation

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jul 6, 2026 REM1
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sep 18, 2024 ASCK
REGISTERED-PRINCIPAL REGISTER
Jul 6, 2021 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jun 4, 2021 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jun 3, 2021 CNPR
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Apr 28, 2021 EXRA
STATEMENT OF USE PROCESSING COMPLETE
Apr 27, 2021 SUPC
SOU EXTENSION 1 GRANTED
Apr 27, 2021 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Apr 26, 2021 AITU
USE AMENDMENT FILED
Apr 12, 2021 IUAF
SOU EXTENSION 1 FILED
Apr 12, 2021 EXT1
SOU TEAS EXTENSION RECEIVED
Apr 12, 2021 EEXT
TEAS STATEMENT OF USE RECEIVED
Apr 12, 2021 EISU
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
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Oct 13, 2020 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 18, 2020 NPUB
PUBLISHED FOR OPPOSITION
Aug 18, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 29, 2020 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 10, 2020 CNSA
EXAMINER'S AMENDMENT ENTERED
Jul 10, 2020 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jul 10, 2020 GNEN
EXAMINERS AMENDMENT E-MAILED
Jul 10, 2020 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jul 10, 2020 CNEA
ASSIGNED TO EXAMINER
Jul 7, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 27, 2020 NWOS
NEW APPLICATION ENTERED
Apr 20, 2020 NWAP