LEADING WITH PURPOSE

AssetMark, Inc.

Application Filed: 2014-02-18

Trademark Application Details

Status

606

Dead/Abandoned

ABANDONED - NO STATEMENT OF USE FILED

Research	OneLook Acronym Finder
Serial Number	86197123
Mark Drawing Code	4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form
Attorney Name	Susan E. Hollander
Attorney Docket Number	1106758.0000
Law Office Assigned	M70
Employee Name	MARTIN, JENNIFER MCGAR

Timeline

2014-02-18	Application Filed
2014-05-06	Published for Opposition
2014-07-01	Location: INTENT TO USE SECTION
2015-02-02	Abandon
2015-02-02	Status: Dead/Abandoned
2018-07-08	Transaction Date

Trademark Applicants & Owners

Owner:	AssetMark, Inc.
Address	2300 Contra Costa Boulevard, Suite 600 Pleasant Hill CA 94523
Legal Entity Type	Corporation
Legal Entity State	CA

Documents

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Attorney of Record

SUSAN E. HOLLANDER
K&L GATES LLP
4 EMBARCADERO CTR STE 1200
SAN FRANCISCO, CA 94111-4195

Good, Services, and Codes

International Codes:	36
U.S. Codes:	100,101,102

Type Code	Type
GS0361	Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; 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, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial planning strategy services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial goals and financial independence; providing information and advice to align personal financial strategies and planning with life goals; implementing and monitoring financial planning strategies to achieve life goals

Type Code

Type

GS0361

Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; 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, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial planning strategy services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial goals and financial independence; providing information and advice to align personal financial strategies and planning with life goals; implementing and monitoring financial planning strategies to achieve life goals

Trademark Filing History

Description	Date	Event Coding
NEW APPLICATION ENTERED IN TRAM	2014-02-21	1 NWAP I:Incoming Correspondence
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM	2014-03-03	2 NWOS I:Incoming Correspondence
ASSIGNED TO EXAMINER	2014-03-18	3 DOCK D:Assigned to Examiner
APPROVED FOR PUB - PRINCIPAL REGISTER	2014-03-18	4 CNSA P:
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED	2014-04-16	5 NONP E:E-Mail
PUBLISHED FOR OPPOSITION	2014-05-06	6 PUBO A:Allowance for Publication
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED	2014-05-06	7 NPUB E:E-Mail
NOA E-MAILED - SOU REQUIRED FROM APPLICANT	2014-07-01	8 NOAM E:E-Mail
ABANDONMENT - NO USE STATEMENT FILED	2015-02-02	9 ABN6 S:
ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED	2015-02-02	10 MAB6 O:Outgoing Correspondence

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