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ASSETMARK PORTFOLIOENGINE
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 05 Jun 2023

Last Applicant/ Owned by

1655 Grant Street, 10th Floor

Concord

CA

94520

Serial Number

87011479 filed on 22nd Apr 2016

Registration Number

5211988 registered on 30th May 2017

in the Principal Register

Correspondent Address

Sharoni S. Finkelstein

VENABLE LLP

101 California Street, Suite 3800

San Francisco CA 94111

Filing Basis

1. use application currently

Disclaimer

NO DATA

ASSETMARK PORTFOLIOENGINE

The mark consists of the word "ASSETMARK" in stylized capital letters above the word "PORTFOLIOENGINE" in stylized letters. Color is not claimed as a feature of the mark. Providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network

Classification Information


Class [036]
Insurance & Financial Services


Providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network


First Use Date in General

28th Mar 2016

First Use Date in Commerce

28th Mar 2016

Mark Details


Serial Number

No 87011479

Mark Type

No Service Mark

Attorney Docket Number

No 132926398124

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Description of Design Search

The mark consists of the word "ASSETMARK" in stylized capital letters above the word "PORTFOLIOENGINE" in stylized letters.

Legal History


Show more

Status DateAction Taken
05th Jun 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05th Jun 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05th Jun 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
28th Nov 2022TEAS SECTION 8 & 15 RECEIVED
30th May 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
23rd Feb 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
23rd Feb 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
23rd Feb 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
23rd Feb 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
23rd Feb 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED