DISCIPLINED WEALTH STRATEGIES Trademark

Trademark Overview


On Tuesday, April 12, 2016, a trademark application was filed for DISCIPLINED WEALTH STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the DISCIPLINED WEALTH STRATEGIES trademark a serial number of 86972621. The federal status of this trademark filing is ABANDONED - AFTER EX PARTE APPEAL as of Wednesday, December 20, 2017. This trademark is owned by Efficient Advisors, LLC. The DISCIPLINED WEALTH STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:

FINANCIAL ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES, NAMELY, FINANCIAL INVESTMENT BROKERAGE, FINANCIAL INVESTMENT ANALYSIS, INVESTMENT MANAGEMENT; FINANCIAL ADVISORY SERVICES; 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; FINANCIAL PLANNING, ADVISORY, AND MANAGEMENT SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; FINANCIAL PORTFOLIO MANAGEMENT; ASSET MANAGEMENT, NAMELY, CASH MANAGEMENT, INVESTMENT MANAGEMENT, FINANCIAL RISK MANAGEMENT, CAPITAL INVESTMENT CONSULTING
disciplined wealth strategies

General Information


Serial Number86972621
Word MarkDISCIPLINED WEALTH STRATEGIES
Filing DateTuesday, April 12, 2016
Status603 - ABANDONED - AFTER EX PARTE APPEAL
Status DateWednesday, December 20, 2017
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFINANCIAL ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES, NAMELY, FINANCIAL INVESTMENT BROKERAGE, FINANCIAL INVESTMENT ANALYSIS, INVESTMENT MANAGEMENT; FINANCIAL ADVISORY SERVICES; 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; FINANCIAL PLANNING, ADVISORY, AND MANAGEMENT SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; FINANCIAL PORTFOLIO MANAGEMENT; ASSET MANAGEMENT, NAMELY, CASH MANAGEMENT, INVESTMENT MANAGEMENT, FINANCIAL RISK MANAGEMENT, CAPITAL INVESTMENT CONSULTING

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 15, 2016
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


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

Trademark Events


Event DateEvent Description
Monday, January 8, 2018ABANDONMENT NOTICE MAILED - AFTER EX PARTE APPEAL
Wednesday, December 20, 2017ABANDONMENT - AFTER EX PARTE APPEAL
Wednesday, December 20, 2017EXPARTE APPEAL TERMINATED
Friday, November 10, 2017EXPARTE APPEAL DSMSED - FAILURE TO FILE BRIEF
Thursday, August 24, 2017EX PARTE APPEAL-INSTITUTED
Thursday, August 24, 2017EXPARTE APPEAL RECEIVED AT TTAB
Friday, February 24, 2017FINAL REFUSAL MAILED
Friday, February 24, 2017FINAL REFUSAL WRITTEN
Wednesday, February 1, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 31, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, January 31, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 3, 2016NON-FINAL ACTION MAILED
Wednesday, August 3, 2016NON-FINAL ACTION WRITTEN
Wednesday, July 27, 2016ASSIGNED TO EXAMINER
Friday, April 15, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, April 15, 2016NEW APPLICATION ENTERED IN TRAM