DISCIPLINED WEALTH PORTFOLIOS Trademark

Trademark Overview

On Monday, October 23, 2017, a trademark application was filed for DISCIPLINED WEALTH PORTFOLIOS with the United States Patent and Trademark Office. The USPTO has given the DISCIPLINED WEALTH PORTFOLIOS trademark a serial number of 87656385. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 17, 2025. This trademark is owned by Efficient Advisors, LLC. The DISCIPLINED WEALTH PORTFOLIOS trademark is filed in the Insurance & Financial Services category with the following description:

FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES, NAMELY, FINANCIAL INVESTMENT BROKERAGE, FINANCIAL INVESTMENT ANALYSIS, INVESTMENT MANAGEMENT; FINANCIAL AND ADMINISTRATIVE SERVICES, NAMELY, FINANCIAL CONSULTATION, FINANCIAL ANALYSIS, FINANCIAL TRUST ADMINISTRATION; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS INVOLVING FUNDS DRAWN FROM SECURITIES, STOCKS, FUNDS, EQUITIES, BONDS, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS IN RETIREMENT PLANS
disciplined wealth portfolios

General Information

Serial Number87656385
Word MarkDISCIPLINED WEALTH PORTFOLIOS
Filing DateMonday, October 23, 2017
Status710 - CANCELLED - SECTION 8
Status DateFriday, October 17, 2025
Registration Number5718161
Registration DateTuesday, April 2, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES, NAMELY, FINANCIAL INVESTMENT BROKERAGE, FINANCIAL INVESTMENT ANALYSIS, INVESTMENT MANAGEMENT; FINANCIAL AND ADMINISTRATIVE SERVICES, NAMELY, FINANCIAL CONSULTATION, FINANCIAL ANALYSIS, FINANCIAL TRUST ADMINISTRATION; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS INVOLVING FUNDS DRAWN FROM SECURITIES, STOCKS, FUNDS, EQUITIES, BONDS, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS IN RETIREMENT PLANS
NOT AVAILABLE"WEALTH PORTFOLIOS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, October 17, 2025
Primary Code036
First Use Anywhere DateMonday, January 1, 2018
First Use In Commerce DateMonday, January 1, 2018

Trademark Owner History

Party NameEfficient Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19103
Party NameEfficient Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19103

Trademark Events

Event DateEvent Description
Wednesday, November 1, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, January 4, 2018ASSIGNED TO EXAMINER
Saturday, January 6, 2018NON-FINAL ACTION WRITTEN
Saturday, January 6, 2018NON-FINAL ACTION E-MAILED
Saturday, January 6, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, July 6, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, July 6, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, July 7, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, July 28, 2018FINAL REFUSAL WRITTEN
Saturday, July 28, 2018FINAL REFUSAL E-MAILED
Saturday, July 28, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, January 28, 2019TEAS AMENDMENT OF USE RECEIVED
Tuesday, January 29, 2019USE AMENDMENT FILED
Tuesday, January 29, 2019AMENDMENT TO USE PROCESSING COMPLETE
Monday, January 28, 2019TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, January 28, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, January 29, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, February 1, 2019USE AMENDMENT ACCEPTED
Friday, February 1, 2019APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Saturday, February 2, 2019NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Friday, February 15, 2019ASSIGNED TO LIE
Friday, February 22, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, April 2, 2019REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, August 28, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, August 28, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, April 2, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, April 10, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, April 10, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, April 10, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, April 10, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, April 10, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, October 17, 2025CANCELLED SEC. 8 (6-YR)

Related Keywords

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