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Total properties:
29
|
|
|
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Serial #:
|
|
Filing Dt:
|
10/11/2005
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Reg #:
|
|
Reg. Dt:
|
03/13/2007
|
|
Mark:
|
EWEALTHMANAGER
|
|
|
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Serial #:
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|
Filing Dt:
|
03/23/2004
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Reg #:
|
|
Reg. Dt:
|
03/29/2005
|
|
Mark:
|
MASTERY PROGRAM
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|
|
|
|
Serial #:
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|
Filing Dt:
|
02/17/2011
|
Reg #:
|
|
Reg. Dt:
|
06/05/2012
|
|
Mark:
|
GUIDEMARK
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
02/17/2011
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Reg #:
|
|
Reg. Dt:
|
06/05/2012
|
|
Mark:
|
GUIDEPATH
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
12/04/2012
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Reg #:
|
|
Reg. Dt:
|
07/23/2013
|
|
Mark:
|
TACTICAL CONSTRAINED
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
12/04/2012
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Reg #:
|
|
Reg. Dt:
|
07/23/2013
|
|
Mark:
|
TACTICAL UNCONSTRAINED
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
06/21/2013
|
Reg #:
|
|
Reg. Dt:
|
05/26/2015
|
|
Mark:
|
SAVOS
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
10/14/2013
|
Reg #:
|
|
Reg. Dt:
|
01/20/2015
|
|
Mark:
|
ASSETMARK
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
10/14/2013
|
Reg #:
|
|
Reg. Dt:
|
01/20/2015
|
|
Mark:
|
ASSETMARK
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
12/06/2013
|
Reg #:
|
|
Reg. Dt:
|
06/23/2015
|
|
Mark:
|
ASSETMARK
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
12/06/2013
|
Reg #:
|
|
Reg. Dt:
|
11/04/2014
|
|
Mark:
|
ASSETMARK WEALTH. INDEPENDENCE. PURPOSE.
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
12/06/2013
|
Reg #:
|
|
Reg. Dt:
|
11/04/2014
|
|
Mark:
|
SAVOS INVESTMENTS
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
12/06/2013
|
Reg #:
|
|
Reg. Dt:
|
06/23/2015
|
|
Mark:
|
SAVOS
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
02/18/2014
|
Reg #:
|
|
Reg. Dt:
|
05/05/2015
|
|
Mark:
|
PURPOSE-BASED PLANNING
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
02/18/2014
|
Reg #:
|
|
Reg. Dt:
|
11/03/2015
|
|
Mark:
|
PURPOSE-BASED PLANNING
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
03/27/2014
|
Reg #:
|
|
Reg. Dt:
|
02/24/2015
|
|
Mark:
|
VALUE MAXIMIZATION INDEX
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
03/27/2014
|
Reg #:
|
|
Reg. Dt:
|
02/17/2015
|
|
Mark:
|
VALUE MAXIMIZATION INDEX
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
05/28/2014
|
Reg #:
|
|
Reg. Dt:
|
11/03/2015
|
|
Mark:
|
LEAD WITH PURPOSE
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
07/31/2014
|
Reg #:
|
|
Reg. Dt:
|
12/06/2016
|
|
Mark:
|
ASSETMARK BROKERAGE
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
07/31/2014
|
Reg #:
|
|
Reg. Dt:
|
04/10/2018
|
|
Mark:
|
ASSETMARK GIVING FUND
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
11/10/2014
|
Reg #:
|
|
Reg. Dt:
|
08/02/2016
|
|
Mark:
|
PREMIER CONSULTANT
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
03/31/2015
|
Reg #:
|
|
Reg. Dt:
|
04/26/2016
|
|
Mark:
|
ARIS
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
04/22/2016
|
Reg #:
|
|
Reg. Dt:
|
05/30/2017
|
|
Mark:
|
ASSETMARK PORTFOLIOENGINE
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
04/22/2016
|
Reg #:
|
|
Reg. Dt:
|
05/30/2017
|
|
Mark:
|
ASSETMARK PORTFOLIOENGINE
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
04/22/2016
|
Reg #:
|
|
Reg. Dt:
|
05/30/2017
|
|
Mark:
|
ASSETMARK PORTFOLIOENGINE
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
04/22/2016
|
Reg #:
|
|
Reg. Dt:
|
05/30/2017
|
|
Mark:
|
ASSETMARK PORTFOLIOENGINE
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
12/13/2016
|
Reg #:
|
|
Reg. Dt:
|
10/10/2017
|
|
Mark:
|
CASH ADVANTAGE AN ASSETMARK TRUST COMPANY SERVICE
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
12/13/2016
|
Reg #:
|
|
Reg. Dt:
|
10/10/2017
|
|
Mark:
|
CASH ADVANTAGE AN ASSETMARK TRUST COMPANY SERVICE
|
|
|
|
|
Serial #:
|
|
Filing Dt:
|
02/15/2017
|
Reg #:
|
|
Reg. Dt:
|
10/10/2017
|
|
Mark:
|
ASSETMARK RETIREMENT SERVICES
|
|
