DISCIPLINED WEALTH STRATEGIES Trademark

Trademark Overview

On Monday, October 23, 2017, 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 87656326. The federal status of this trademark filing is REGISTERED as of Tuesday, November 12, 2019. 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 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 strategies

General Information

Serial Number87656326
Word MarkDISCIPLINED WEALTH STRATEGIES
Filing DateMonday, October 23, 2017
Status700 - REGISTERED
Status DateTuesday, November 12, 2019
Registration Number5910656
Registration DateTuesday, November 12, 2019
Mark Drawing4000 - 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

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 1, 2017
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
Tuesday, November 12, 2019REGISTERED-SUPPLEMENTAL REGISTER
Monday, October 7, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, October 1, 2019APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, October 1, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 1, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, September 30, 2019ASSIGNED TO LIE
Monday, September 23, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 20, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, September 20, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, September 20, 2019NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
Friday, September 20, 2019NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
Friday, September 20, 2019REPORT UNRESPONSIVE AMENDMENT - COMPLETED
Thursday, September 19, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, September 18, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 18, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 28, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, August 28, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, March 21, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 21, 2019NON-FINAL ACTION E-MAILED
Thursday, March 21, 2019NON-FINAL ACTION WRITTEN
Friday, February 1, 2019NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Thursday, January 31, 2019USE AMENDMENT ACCEPTED
Tuesday, January 29, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, January 28, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, January 28, 2019TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, January 29, 2019AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, January 29, 2019USE AMENDMENT FILED
Monday, January 28, 2019TEAS AMENDMENT OF USE RECEIVED
Saturday, July 28, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Saturday, July 28, 2018FINAL REFUSAL E-MAILED
Saturday, July 28, 2018FINAL REFUSAL WRITTEN
Saturday, July 7, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, July 6, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 6, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, January 6, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, January 6, 2018NON-FINAL ACTION E-MAILED
Saturday, January 6, 2018NON-FINAL ACTION WRITTEN
Thursday, January 4, 2018ASSIGNED TO EXAMINER
Wednesday, November 1, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM

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