PURPOSE-BASED PLANNING Trademark
PURPOSE-BASED PLANNING is a USPTO trademark filed by AssetMark, Inc.. Status: Cancelled.
Trademark Facts
| Mark | PURPOSE-BASED PLANNING |
|---|---|
| Serial Number | 86197137 |
| Registration Number | 4732846 |
| Status | Cancelled |
| Filing Date | 2014-02-18 |
| Registration Date | 2015-05-05 |
| Mark Type | Word |
| Nice Classes | 016 (Paper Goods) |
| Owner | AssetMark, Inc. |
| Attorney of Record | Sharoni S. Finkelstein |
| Prosecution Events | 43 |
| Latest Event | CAEX on 2025-11-21 |
Goods & Services
Class 016: Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks on professional strategies and tactics in the field of financial advisor practice management; printed training materials in the field of financial services