| Serial Number | 86133848 |
| Word Mark | EFFICIENT ADVISORS |
| Filing Date | Tuesday, December 3, 2013 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, July 13, 2021 |
| Registration Number | 4909272 |
| Registration Date | Tuesday, March 1, 2016 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 9, 2014 |
| Indication of Colors claimed | The color(s) green and black is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "ADVISORS" |
| Description of Mark | The mark consists of the stylized designs depicting the letters "E","A" formed by three green quadrilaterals to the left of a black triangle above a black quadrilateral, all to the left of a black vertical line. To the right of the black vertical line, the word "EFFICIENT" appears in green above the word "ADVISORS" in black. |
| Goods and Services | 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 USING A CREDIT OR DEBIT CARD OVER A GLOBAL DATA NETWORK; 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 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 23, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, June 27, 2009 |
| First Use In Commerce Date | Saturday, June 27, 2009 |
| Party Name | Efficient Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19103 |
| Party Name | Efficient Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19103 |
| Party Name | Efficient Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 191022101 |
| Event Date | Event Description |
| Tuesday, July 13, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, July 13, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, July 13, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, March 3, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, March 1, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, August 28, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, August 28, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, March 1, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, January 27, 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED |
| Tuesday, January 26, 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, January 26, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, January 26, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, January 13, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 1, 2015 | NON-FINAL ACTION MAILED |
| Monday, August 31, 2015 | SU - NON-FINAL ACTION - WRITTEN |
| Tuesday, August 11, 2015 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, July 22, 2015 | USE AMENDMENT FILED |
| Tuesday, August 11, 2015 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, July 22, 2015 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, May 21, 2015 | ASSIGNED TO EXAMINER |
| Tuesday, February 3, 2015 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 9, 2014 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 19, 2014 | NOTICE OF PUBLICATION |
| Saturday, November 1, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, November 1, 2014 | ASSIGNED TO LIE |
| Thursday, October 16, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, September 23, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, September 22, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, September 22, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, March 20, 2014 | NON-FINAL ACTION MAILED |
| Wednesday, March 19, 2014 | NON-FINAL ACTION WRITTEN |
| Friday, March 14, 2014 | ASSIGNED TO EXAMINER |
| Saturday, December 14, 2013 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Friday, December 13, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, December 6, 2013 | NEW APPLICATION ENTERED IN TRAM |