no statement of use filed
on 01 Jan 2024
Last Applicant/ Owned by
1655 Grant Street, 10th Floor
Concord
CA
94520
Serial Number
97104923 filed on 02th Nov 2021
Registration Number
N/A
Correspondent Address
Sharoni S. Finkelstein
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
"INVESTMENT MANAGEMENT"
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 Read More
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
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; financial services, namely, wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management, namely, management of a capital invedstment fund; strategic financial advisory services, namely, investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; financial trust and estate trust planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; financial investment management and financial advisory services for retirement plans and 401k plans; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk assessment services
No 97104923
No Service Mark
No 132026398124
No
No
No
No
No
No
No
No
26.05.14 -
Three triangles
26.05.16 -
Triangles touching or intersecting
26.05.20 -
Triangles inside other triangles
26.05.21 -
Triangles that are completely or partially shaded
The mark consists of a stylized triangle design and the stylized wording "ASSETMARK INVESTMENT MANAGEMENT". The large triangle is blue. The small triangle contains diagonal stripes in the colors teal, white, and sky blue that create triangles within the two intersecting triangles. The wording "ASSETMARK" is black, while the wording "INVESTMENT MANAGEMENT" is gray. Other than as described, the color white represents background, outlining, shading, and/or transparent areas and is not part of the mark.
| Status Date | Action Taken |
|---|---|
| 02th Jan 2024 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED |
| 01st Jan 2024 | ABANDONMENT - NO USE STATEMENT FILED |
| 30th May 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 04th Apr 2023 | PUBLISHED FOR OPPOSITION |
| 04th Apr 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 15th Mar 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 27th Feb 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 14th Feb 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 13th Feb 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 13th Feb 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
