PURPOSE-BASED PLANNING - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 86197143
Serial Number
86197143
Registration Number
4846748
Word Mark
PURPOSE-BASED PLANNING
Status
700 - Registered
Status Date
2015-11-03
Filing Date
2014-02-18
Registration Number
4846748
Registration Date
2015-11-03
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2014-07-01
Attorney Name
Sharoni S. Finkelstein
Law Office Assigned Location Code
M60
Employee Name
EINSTEIN, MATTHEW T
Statements
Disclaimer with Predetermined Text
"PLANNING"
Goods and Services
Educational services, namely, conducting seminars, workshops and training courses in the fields of finances, financial management, practice and business management, investment, asset protection, estate planning, financial planning, and investment planning strategies, techniques and tactics, and distribution of training and educational materials in connection therewith
Classification Information
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2014-03-03
Primary Code
041
First Use Anywhere Date
2014-05-16
First Use In Commerce Date
2014-05-16
Current Trademark Owners
Party Name
AssetMark, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
AssetMark, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
AssetMark, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
AssetMark, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Sharoni S. Finkelstein
Address
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Trademark Events
Event DateEvent Description
2014-02-21NEW APPLICATION ENTERED IN TRAM
2014-03-03NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2014-05-23ASSIGNED TO EXAMINER
2014-05-23EXAMINERS AMENDMENT -WRITTEN
2014-05-23EXAMINERS AMENDMENT E-MAILED
2014-05-23NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2014-05-23EXAMINER'S AMENDMENT ENTERED
2014-05-23APPROVED FOR PUB - PRINCIPAL REGISTER
2014-05-27ASSIGNED TO LIE
2014-05-28LAW OFFICE PUBLICATION REVIEW COMPLETED
2014-06-11NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2014-07-01PUBLISHED FOR OPPOSITION
2014-07-01OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2014-08-26NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2015-02-24TEAS STATEMENT OF USE RECEIVED
2015-02-24TEAS EXTENSION RECEIVED
2015-03-31CASE ASSIGNED TO INTENT TO USE PARALEGAL
2015-02-24EXTENSION 1 FILED
2015-03-31EXTENSION 1 GRANTED
2015-04-01NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2015-08-25TEAS EXTENSION RECEIVED
2015-09-28EARLY EXTENSION OF USE REFUSED
2015-02-24USE AMENDMENT FILED
2015-09-28STATEMENT OF USE PROCESSING COMPLETE
2015-09-28ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2015-09-29NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2015-11-03REGISTERED-PRINCIPAL REGISTER
2016-03-08TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2016-03-08ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2017-12-27TEAS CHANGE OF CORRESPONDENCE RECEIVED
2020-11-03COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2021-01-27ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2021-02-23TEAS CHANGE OF OWNER ADDRESS RECEIVED
2021-02-23TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2021-02-23ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-02-23TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
2021-02-23TEAS CHANGE OF CORRESPONDENCE RECEIVED
2021-02-23APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2021-11-01TEAS SECTION 8 & 15 RECEIVED