ASSETMARK INSTITUTIONAL - Trademark Details
Status: 730 - First Extension - Granted
Serial Number
88875451
Word Mark
ASSETMARK INSTITUTIONAL
Status
730 - First Extension - Granted
Status Date
2021-09-01
Filing Date
2020-04-16
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2021-01-05
Attorney Name
Law Office Assigned Location Code
N20
Employee Name
DEAN, JULES J.
Statements
Disclaimer with Predetermined Text
"INSTITUTIONAL"
Goods and Services
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; financial planning services; wealth management; fund management, namely, management of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk-management consultation
Goods and Services
Providing online non-downloadable software for portfolio construction, management, and financial analysis for use by professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysis, generating investment research reports for use by investment advisors and their clients in the fields of investment allocation and retirement income planning
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2020-04-27
Primary Code
036
International Class
042 - 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. - 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.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2020-04-27
Primary Code
042
Current Trademark Owners
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Correspondences
Name
Sharoni S. Finkelstein
Address
Please log in with your Justia account to see this address.
Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 4631224 |
| Prior Registration | 4676342 |
| Prior Registration | 4761118 |
Trademark Events
| Event Date | Event Description |
| 2020-04-20 | NEW APPLICATION ENTERED IN TRAM |
| 2020-04-27 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2020-07-07 | ASSIGNED TO EXAMINER |
| 2020-07-08 | PRIORITY ACTION WRITTEN |
| 2020-07-08 | PRIORITY ACTION E-MAILED |
| 2020-07-08 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| 2020-11-09 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2020-11-09 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2020-11-10 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2020-11-30 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2020-12-16 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2021-01-05 | PUBLISHED FOR OPPOSITION |
| 2021-01-05 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2021-02-23 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2021-02-23 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2021-02-23 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2021-02-23 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 2021-02-23 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2021-02-23 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 2021-03-02 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2021-09-01 | TEAS EXTENSION RECEIVED |
| 2021-09-01 | EXTENSION 1 FILED |
| 2021-09-01 | EXTENSION 1 GRANTED |
| 2021-09-03 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
