EWEALTHMANAGER
Assetmark, Inc.
Mark For: EWEALTHMANAGER® trademark registration is intended to cover the categories of
| Research |
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Acronym Finder
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| Serial Number | 76648291 |
| Registration Number | 3216812 |
| Mark Literal Elements | EWEALTHMANAGER |
| Mark Drawing Type | 4 - STANDARD CHARACTER MARK |
| Mark Type | SERVICE MARK |
| Register | PRINCIPAL-2(F) |
| Affidavit Text | SECT 15. SECT 8 (6-YR). SECTION 8(10-YR) 20170427. |
| Affidavit Text | 1ST RENEWAL 20170427 |
| Current Location | GENERIC WEB UPDATE 2017-04-27 |
| Basis | 1(a) |
| Class Status | ACTIVE |
| Primary US Classes |
|
| Primary International Class |
|
| Filed Use | Yes |
| Current Use | Yes |
| Intent To Use | No |
| Filed ITU | No |
| 44D Filed | No |
| 44E Current | No |
| 66A Current | No |
| Current Basis | No |
| No Basis | No |
| Attorney Name | Susan E. Hollander |
| Attorney Docket Number | 132926398124 |
| Law Office Assigned | L10 |
| Employee Name | HERMAN, RUSS |
Timeline
| 1ST RENEWAL 20170427 | Renewal Date |
| 2000-03-07 | Date of First Use |
| 2000-09-15 | Date of Use In Commerce |
| 2005-10-11 | Application Filed |
| 2006-12-26 | Published |
| 2006-12-26 | Published for Opposition |
| 2007-03-13 | Trademark Registered |
| 2017-03-13 | Renewal Date |
| 2017-04-27 | Location: GENERIC WEB UPDATE |
| 2017-04-27 | Status: Live/Registered |
| 2017-04-27 | Status: The registration has been renewed. |
| 2018-07-08 | Transaction Date |
Trademark Parties (Applicants & Owners)
| Party: |  ASSETMARK, INC. |
| Address | 1655 Grant Street, 10th Floor Concord, CALIFORNIA UNITED STATES 94520 |
| Legal Entity Type | Corporation |
| Legal Entity State | CALIFORNIA |
Documents
 Application | 2005-10-11 | |
| Drawing | 2005-10-11 | |
| Specimen | 2005-10-11 | |
| Specimen | 2005-10-11 | |
| Specimen | 2005-10-11 | |
| Specimen | 2005-10-11 | |
| Filing Receipt Trademark Application | 2005-10-22 | |
| XSearch Search Summary | 2006-04-15 | |
| Offc Action Outgoing | 2006-04-16 | |
| Paper Correspondence Incoming | 2006-10-03 | |
| TRAM Snapshot of App at Pub for Oppostn | APPLICATION/XML,IMAGE/TIFF | 2006-11-03 |
| Notice of Publication | APPLICATION/XML | 2006-12-06 |
| Registration Certificate | 2007-03-13 | |
| Section 8 and 15 | 2013-03-11 | |
| Specimen | 2013-03-11 | |
| Notice of Acceptance Acknowledgement | 2013-03-27 | |
| TEAS Rev, App and/or COA of Atty/Dom.Rep | 2014-04-23 | |
| TEAS Rev, App and/or COA of Atty/Dom.Rep | 2016-03-08 | |
| Courtesy E-Reminder of Sec. 8/Sec. 9 | APPLICATION/XML | 2016-03-13 |
| PR-Section 8 and 9 | 2017-03-03 | |
| Specimen | 2017-03-03 | |
| Notice-Acceptance-Renewal | 2017-04-27 | |
| Change of Address | 2017-12-27 | |
| Change Address or Representation Form | 2021-02-23 |
Attorney of Record
Good, Services, and Codes
IC 036. US 100 101 102. G & S: Financial services, namely financial account management services for professional investment advisers and their clients, via a global computer network. FIRST USE: 20000307. FIRST USE IN COMMERCE: 20000915
| International Codes: | 36 |
| U.S. Codes: | 100,101,102 |
| Type Code | Type |
|---|---|
| GS0361 | Financial services, namely financial account management services for professional investment advisers and their clients, via a global computer network |
Trademark Filing History
| Description | Date | Proceeding Number |
|---|---|---|
| TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | 2021-02-23 | |
| TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | 2021-02-23 | |
| TEAS CHANGE OF OWNER ADDRESS RECEIVED | 2021-02-23 | |
| TEAS CHANGE OF CORRESPONDENCE RECEIVED | 2021-02-23 | |
| ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 2021-02-23 | |
| APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | 2021-02-23 | 88888 |
| ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | 2021-01-27 | |
| TEAS CHANGE OF CORRESPONDENCE RECEIVED | 2017-12-27 | |
| REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | 2017-04-27 | 69471 |
| REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | 2017-04-27 | 69471 |
| NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | 2017-04-27 | |
| CASE ASSIGNED TO POST REGISTRATION PARALEGAL | 2017-04-27 | 69471 |
| TEAS SECTION 8 & 9 RECEIVED | 2017-03-03 | |
| COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | 2016-03-13 | |
| TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | 2016-03-08 | |
| ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 2016-03-08 | |
| AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | 2015-01-28 | |
| TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | 2014-04-23 | |
| ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 2014-04-23 | |
| REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | 2013-03-27 | 73376 |
| NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | 2013-03-27 | |
| CASE ASSIGNED TO POST REGISTRATION PARALEGAL | 2013-03-27 | 73376 |
| TEAS SECTION 8 & 15 RECEIVED | 2013-03-11 | |
| REGISTERED-PRINCIPAL REGISTER | 2007-03-13 | |
| PUBLISHED FOR OPPOSITION | 2006-12-26 | |
| NOTICE OF PUBLICATION | 2006-12-06 | |
| LAW OFFICE PUBLICATION REVIEW COMPLETED | 2006-11-08 | 76538 |
| ASSIGNED TO LIE | 2006-11-03 | 76538 |
| APPROVED FOR PUB - PRINCIPAL REGISTER | 2006-11-02 | |
| AMENDMENT FROM APPLICANT ENTERED | 2006-10-19 | 76538 |
| PAPER RECEIVED | 2006-10-03 | |
| CORRESPONDENCE RECEIVED IN LAW OFFICE | 2006-10-03 | 76538 |
| NON-FINAL ACTION MAILED | 2006-04-17 | |
| NON-FINAL ACTION WRITTEN | 2006-04-16 | 60219 |
| ASSIGNED TO EXAMINER | 2006-04-15 | 60219 |
| NEW APPLICATION ENTERED IN TRAM | 2005-10-18 |
Similar Marks
Mark Image Registration | Serial | Company Trademark Application Date |
|---|---|
 EWEALTHMANAGER 76648291 3216812 Live/Registered |
ASSETMARK, INC. 2005-10-11 |
 EWEALTHMANAGER 76040046 not registered Dead/Abandoned |
Assetmark Investment Services, Inc. 2000-05-03 |
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