ASSETMARK, INC.

ADVISING WITH PURPOSE

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;

ADVISING WITH PURPOSE

Practice management services, namely, providing business management support being business consulting to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services; providing business consulting services to investment advisors, financial planners and financial advisors;

ADVISING WITH PURPOSE

Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; 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 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; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial planning strategy services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial goals and financial independence; providing information and advice to align personal financial strategies and planning with life goals; implementing and monitoring financial planning strategies to achieve life goals;

ADVISING WITH PURPOSE

Educational services, namely, conducting seminars, workshops and training courses in the fields of finances, financial management, practice and business management, investment, asset protection, estate planning, financial planning, and investment planning strategies, techniques and tactics, and distribution of training and educational materials in connection therewith;

ARIS

The mark consists of the word Aris to the left of a solid square with rounded corners containing seven rows and seven columns of dots with lighter-shaded dots in the center depicting a plus sign.;The mark was first used in commerce in a different form other than that sought to be registered at least as early as 00/00/1991;Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; 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 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, financial custody services in the nature of custody transactions, and trading of mutual funds, equities, and securities for account holders; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans;Color is not claimed as a feature of the mark.;The mark was first used anywhere in a different form other than that sought to be registered at least as early as 00/00/1991;