PURPOSE-BASED PLANNING

AssetMark, Inc.

Application Filed: 2014-02-18

Trademark Application Details

Status

700

Live/Registered

REGISTERED

Research	OneLook Acronym Finder
Serial Number	86197137
Registration Number	4732846
Mark Drawing Code	4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form
Attorney Name	Susan E. Hollander
Attorney Docket Number	132926398124
Law Office Assigned	M60
Employee Name	EINSTEIN, MATTHEW T

Timeline

2014-02-18	Application Filed
2014-05-16	Date of First Use
2014-07-01	Published for Opposition
2015-03-31	Location: PUBLICATION AND ISSUE SECTION
2015-05-05	Status: Live/Registered
2015-05-05	Trademark Registered
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
VENABLE LLP
101 California Street, Suite 3800
San Francisco CA 94111

Good, Services, and Codes

International Codes:	16
U.S. Codes:	002,005,022,023,029,037,038,050

Type Code	Type
D10000	"PLANNING"

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	2014-05-23	3 DOCK D:Assigned to Examiner
EXAMINERS AMENDMENT -WRITTEN	2014-05-23	4 CNEA R:Renewal
EXAMINERS AMENDMENT E-MAILED	2014-05-23	5 GNEA F:First Action
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED	2014-05-23	6 GNEN O:Outgoing Correspondence
EXAMINER'S AMENDMENT ENTERED	2014-05-23	7 XAEC I:Incoming Correspondence
APPROVED FOR PUB - PRINCIPAL REGISTER	2014-05-23	8 CNSA P:
ASSIGNED TO LIE	2014-05-27	9 ALIE A:Allowance for Publication
LAW OFFICE PUBLICATION REVIEW COMPLETED	2014-05-28	10 PREV O:Outgoing Correspondence
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED	2014-06-11	11 NONP E:E-Mail
PUBLISHED FOR OPPOSITION	2014-07-01	12 PUBO A:Allowance for Publication
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED	2014-07-01	13 NPUB E:E-Mail
NOA E-MAILED - SOU REQUIRED FROM APPLICANT	2014-08-26	14 NOAM E:E-Mail
TEAS STATEMENT OF USE RECEIVED	2015-02-24	15 EISU I:Incoming Correspondence
TEAS EXTENSION RECEIVED	2015-02-24	16 EEXT I:Incoming Correspondence
CASE ASSIGNED TO INTENT TO USE PARALEGAL	2015-03-31	17 AITU A:Allowance for Publication
EXTENSION 1 FILED	2015-02-24	18 EXT1 S:
EXTENSION 1 GRANTED	2015-03-31	19 EX1G S:
USE AMENDMENT FILED	2015-02-24	20 IUAF S:
STATEMENT OF USE PROCESSING COMPLETE	2015-03-31	21 SUPC I:Incoming Correspondence
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED	2015-03-31	22 CNPR P:
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED	2015-04-01	23 SUNA E:E-Mail
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED	2015-04-01	24 EXRA E:E-Mail
REGISTERED-PRINCIPAL REGISTER	2015-05-05	25 R.PR A:Allowance for Publication
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED	2016-03-08	26 REAP I:Incoming Correspondence
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED	2016-03-08	27 ARAA I:Incoming Correspondence
TEAS CHANGE OF CORRESPONDENCE RECEIVED	2017-12-27	28 TCCA I:Incoming Correspondence
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED	2020-05-05	29 REM1 E:E-Mail
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY	2021-01-27	30 ASCK I:Incoming Correspondence
TEAS CHANGE OF OWNER ADDRESS RECEIVED	2021-02-23	31 COAR I:Incoming Correspondence
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED	2021-02-23	32 REAP I:Incoming Correspondence
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED	2021-02-23	33 ARAA I:Incoming Correspondence
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS	2021-02-23	34 EWAF I:Incoming Correspondence
TEAS CHANGE OF CORRESPONDENCE RECEIVED	2021-02-23	35 TCCA I:Incoming Correspondence
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED	2021-02-23	36 CHAN I:Incoming Correspondence
TEAS SECTION 8 & 15 RECEIVED	2021-05-05	37 E815 I:Incoming Correspondence
CASE ASSIGNED TO POST REGISTRATION PARALEGAL	2021-08-26	38 APRE A:Allowance for Publication
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.	2021-08-26	39 C15A O:Outgoing Correspondence
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED	2021-08-26	40 NA85 E:E-Mail
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED	2024-05-05	41 REM2 E:E-Mail

Similar Marks

Mark Image Registration \| Serial	Company Trademark Application Date
PURPOSE-BASED PLANNING 86197143 4846748 Live/Registered	AssetMark, Inc. 2014-02-18
PURPOSE-BASED PLANNING 86197140 not registered Dead/Abandoned	AssetMark, Inc. 2014-02-18
PURPOSE-BASED PLANNING 86197139 not registered Dead/Abandoned	AssetMark, Inc. 2014-02-18
PURPOSE-BASED PLANNING 86197137 4732846 Live/Registered	AssetMark, Inc. 2014-02-18

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