ASSETMARK PORTFOLIOENGINE

AssetMark, Inc.

Application Filed: 2016-04-22
Trademark Application Details
Trademark Logo ASSETMARK PORTFOLIOENGINE
700
Live/Registered
REGISTERED
Research OneLook Acronym Finder
Serial Number87011471
Registration Number5211986
Mark Drawing Code4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form
Attorney NameSusan E. Hollander
Attorney Docket Number132926398124
Law Office AssignedN20
Employee NameYOO, JEANE

Timeline

2016-03-28Date of First Use
2016-04-22Application Filed
2017-03-14Published for Opposition
2017-05-30Location: PUBLICATION AND ISSUE SECTION
2017-05-30Status: Live/Registered
2017-05-30Trademark Registered
2018-07-08Transaction Date

Trademark Applicants & Owners

Owner: AssetMark, Inc.
Address1655 Grant Street, 10th Floor Concord CA 94520
Legal Entity TypeCorporation
Legal Entity StateCA

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:36
U.S. Codes:100,101,102
Type CodeType
GS0361Providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network

Trademark Filing History

DescriptionDateEvent Coding
NEW APPLICATION ENTERED IN TRAM2016-04-261 NWAP I:Incoming Correspondence
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM2016-04-272 NWOS I:Incoming Correspondence
ASSIGNED TO EXAMINER2016-08-083 DOCK D:Assigned to Examiner
NON-FINAL ACTION WRITTEN2016-08-084 CNRT R:Renewal
NON-FINAL ACTION E-MAILED2016-08-085 GNRT F:First Action
NOTIFICATION OF NON-FINAL ACTION E-MAILED2016-08-086 GNRN O:Outgoing Correspondence
TEAS RESPONSE TO OFFICE ACTION RECEIVED2017-01-207 TROA I:Incoming Correspondence
CORRESPONDENCE RECEIVED IN LAW OFFICE2017-01-208 CRFA I:Incoming Correspondence
TEAS/EMAIL CORRESPONDENCE ENTERED2017-01-209 TEME I:Incoming Correspondence
EXAMINERS AMENDMENT -WRITTEN2017-02-0110 CNEA R:Renewal
EXAMINERS AMENDMENT E-MAILED2017-02-0111 GNEA O:Outgoing Correspondence
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED2017-02-0112 GNEN O:Outgoing Correspondence
EXAMINER'S AMENDMENT ENTERED2017-02-0113 XAEC I:Incoming Correspondence
APPROVED FOR PUB - PRINCIPAL REGISTER2017-02-0114 CNSA O:Outgoing Correspondence
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED2017-02-2215 NONP E:E-Mail
PUBLISHED FOR OPPOSITION2017-03-1416 PUBO A:Allowance for Publication
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED2017-03-1417 NPUB E:E-Mail
REGISTERED-PRINCIPAL REGISTER2017-05-3018 R.PR A:Allowance for Publication
TEAS CHANGE OF CORRESPONDENCE RECEIVED2017-12-2719 TCCA I:Incoming Correspondence
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY2021-01-2720 ASCK I:Incoming Correspondence
TEAS CHANGE OF OWNER ADDRESS RECEIVED2021-02-2321 COAR I:Incoming Correspondence
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED2021-02-2322 REAP I:Incoming Correspondence
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED2021-02-2323 ARAA I:Incoming Correspondence
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS2021-02-2324 EWAF I:Incoming Correspondence
TEAS CHANGE OF CORRESPONDENCE RECEIVED2021-02-2325 TCCA I:Incoming Correspondence
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED2021-02-2326 CHAN I:Incoming Correspondence
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED2022-05-3027 REM1 E:E-Mail
TEAS SECTION 8 & 15 RECEIVED2022-11-2828 E815 I:Incoming Correspondence
CASE ASSIGNED TO POST REGISTRATION PARALEGAL2023-06-0529 APRE A:Allowance for Publication
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.2023-06-0530 C15A O:Outgoing Correspondence
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED2023-06-0531 NA85 E:E-Mail

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