ASSETMARK ADVISOR MANAGED PORTFOLIOS

AssetMark, Inc.

Application Filed: 2021-02-26
Trademark Application Details
Trademark Logo ASSETMARK ADVISOR MANAGED PORTFOLIOS

Mark For: ASSETMARK ADVISOR MANAGED PORTFOLIOS® trademark registration is intended to cover the categories of providing online non-downloadable software for use by professional investment advisors and their clients in portfolio management and counseling services, namely, investment portfolio management and monitoring, securities trading and investing, investment rebalancing, management of custom portfolio models, financial portfolio performance analysis, and implementing custom tax management strategies.

Status

2021-03-03 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 Number90550190
Registration Number6614414
Mark Literal ElementsASSETMARK ADVISOR MANAGED PORTFOLIOS
Mark Drawing Type4 - STANDARD CHARACTER MARK
Mark TypeService Mark
Current LocationNEW APPLICATION PROCESSING 2021-03-02
Basis1(a)
Class StatusACTIVE
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 UseYes
Current UseYes
Intent To UseNo
Filed ITUNo
44D FiledNo
44E CurrentNo
66A CurrentNo
Current BasisNo
No BasisNo
Attorney NameSharoni S. Finkelstein
Attorney Docket Number132926398124

Timeline

2020-08-13Date of First Use
2020-08-13Date of Use In Commerce
2021-02-26Application Filed
2021-03-02Location: NEW APPLICATION PROCESSING
2021-03-02Status: Live/Pending
2021-03-02Status: New application will be assigned to an examining attorney approximately 3 months after filing date.
2021-03-02Transaction Date
2022-01-11Trademark Registered

Trademark Parties (Applicants & Owners)

Party: AssetMark, Inc.
Address1655 Grant Street, 10th Floor Concord, CALIFORNIA UNITED STATES 94520
Legal Entity TypeCorporation
Legal Entity StateCALIFORNIA

Documents

ApplicationMULTI2021-02-26
DrawingIMAGE/JPEG2021-02-26
SpecimenJPEG2021-02-26

Attorney of Record

SHARONI S. FINKELSTEIN
VENABLE LLP
101 CALIFORNIA STREET, SUITE 3800
SAN FRANCISCO, CA 94111

Good, Services, and Codes

International Codes:42
U.S. Codes:100,101
Type CodeType
GS0421Providing online non-downloadable software for use by professional investment advisors and their clients in portfolio management and counseling services, namely, investment portfolio management and monitoring, securities trading and investing, investment rebalancing, management of custom portfolio models, financial portfolio performance analysis, and implementing custom tax management strategies
D10000"ADVISOR MANAGED PORTFOLIOS"

Trademark Filing History

DescriptionDateProceeding Number
NEW APPLICATION ENTERED IN TRAM2021-03-02

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