SMART INVESTING SIMPLIFIED
LIVE

Serial Number

86667134

Owner

ASSETMARK, INC.

Attorney

Sharoni S. Finkelstein

First Use Date

Jun 12, 2017

Filing Date

Jun 18, 2015

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SMART INVESTING SIMPLIFIED Trademark

Serial Number: 86667134 • Registration: 5317534

SMART INVESTING SIMPLIFIED is a trademark filed by ASSETMARK, INC. on June 18, 2015. 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

June 18, 2015

Registration Date

October 24, 2017

First Use Anywhere

June 12, 2017

First Use in Commerce

June 12, 2017

Published for Opposition

December 27, 2016

Goods & Services

FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES, NAMELY, FINANCIAL INVESTMENT BROKERAGE, FINANCIAL INVESTMENT ANALYSIS, 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 IN RETIREMENT PLANS USING A CREDIT OR DEBIT CARD OVER A GLOBAL DATA NETWORK; FINANCIAL PLANNING, ADVISORY, AND MANAGEMENT SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; FINANCIAL PORTFOLIO MANAGEMENT; ASSET MANAGEMENT, NAMELY, CASH MANAGEMENT, FINANCIAL RISK MANAGEMENT, CAPITAL INVESTMENT CONSULTING

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Aug 12, 2026 ASGN
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jan 22, 2026 ASCK
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
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 23, 2025 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
May 3, 2023 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
May 3, 2023 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 3, 2023 APRE
TEAS SECTION 8 & 15 RECEIVED
Oct 24, 2022 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Oct 24, 2022 REM1
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 28, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 28, 2019 REAP
REGISTERED-PRINCIPAL REGISTER
Oct 24, 2017 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
Sep 20, 2017 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Sep 19, 2017 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Aug 30, 2017 SUPC
NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED
Aug 29, 2017 EXRA
SOU EXTENSION 1 GRANTED
Aug 28, 2017 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Aug 28, 2017 AITU
USE AMENDMENT FILED
Aug 21, 2017 IUAF
SOU EXTENSION 1 FILED
Aug 21, 2017 EXT1
SOU TEAS EXTENSION RECEIVED
Aug 21, 2017 EEXT
TEAS STATEMENT OF USE RECEIVED
Aug 21, 2017 EISU
NOA MAILED - SOU REQUIRED FROM APPLICANT
Feb 21, 2017 NOAM
PUBLISHED FOR OPPOSITION
Dec 27, 2016 PUBO
NOTICE OF PUBLICATION
Dec 7, 2016 NPUB
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 16, 2016 CNSA
FINAL REFUSAL MAILED
Apr 20, 2016 CNFR
FINAL REFUSAL WRITTEN
Apr 19, 2016 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 30, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 29, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 29, 2016 TROA
NON-FINAL ACTION MAILED
Sep 30, 2015 CNRT
NON-FINAL ACTION WRITTEN
Sep 30, 2015 CNRT
ASSIGNED TO EXAMINER
Sep 25, 2015 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 24, 2015 NWOS
NEW APPLICATION ENTERED
Jun 22, 2015 NWAP