INVESTING EVOLVED

AssetMark, Inc.

Application Filed: 2020-06-05

Trademark Application Details

Mark For: INVESTING EVOLVED® trademark registration is intended to cover the categories of providing online non-downloadable software for financial portfolio analysis; providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients.

Status

2020-06-09 UTC

LIVE APPLICATION Awaiting Examination

The trademark application has been accepted by the Office (has met the minimum filing requirements) and has not yet been assigned to an examiner.

Research	OneLook Acronym Finder
Serial Number	88951093
Registration Number	6298496
Mark Literal Elements	INVESTING EVOLVED
Mark Drawing Type	4 - STANDARD CHARACTER MARK
Mark Type	Service Mark
Current Location	NEW APPLICATION PROCESSING 2020-06-09
Basis	1(b)
Class Status	ACTIVE
Primary US Classes	100: Miscellaneous 101: Advertising and Business
Primary International Class	042 - Primary Class (Computer, scientific & legal) Scientific and technological services and research and design relating thereto: industrial analysis and research services; design and development of computer hardware and software; legal services.
Filed Use	No
Current Use	No
Intent To Use	Yes
Filed ITU	Yes
44D Filed	No
44E Current	No
66A Current	No
Current Basis	No
No Basis	No
Attorney Name	Susan E. Hollander
Attorney Docket Number	132926398124

Timeline

2020-06-05	Application Filed
2020-06-09	Location: NEW APPLICATION PROCESSING
2020-06-09	Status: Live/Pending
2020-06-09	Status: New application will be assigned to an examining attorney approximately 3 months after filing date.
2020-06-09	Transaction Date
2021-03-23	Trademark Registered

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	APPLICATION/XML,IMAGE/JPEG	2020-06-05
Drawing	IMAGE/JPEG	2020-06-05

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
International Codes:	42
U.S. Codes:	100,101

Type Code	Type
GS0361	Providing financial portfolio management and counseling services to help professional investment advisors build portfolios and to facilitate discussions between advisors and investors on how portfolios will perform across a range of market conditions; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network
D10000	"INVESTING"

Type Code

Type

GS0361

Providing financial portfolio management and counseling services to help professional investment advisors build portfolios and to facilitate discussions between advisors and investors on how portfolios will perform across a range of market conditions; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network

D10000

"INVESTING"

Trademark Filing History

Description	Date	Proceeding Number
NEW APPLICATION ENTERED IN TRAM	2020-06-09

uspto.report is an independent third-party trademark research tool that is not affiliated, endorsed, or sponsored by the United States Patent and Trademark Office (USPTO) or any other governmental organization. The information provided by uspto.report is based on publicly available data at the time of writing and is intended for informational purposes only.

While we strive to provide accurate and up-to-date information, we do not guarantee the accuracy, completeness, reliability, or suitability of the information displayed on this site. The use of this site is at your own risk. Any reliance you place on such information is therefore strictly at your own risk.

All official trademark data, including owner information, should be verified by visiting the official USPTO website at www.uspto.gov. This site is not intended to replace professional legal advice and should not be used as a substitute for consulting with a legal professional who is knowledgeable about trademark law.