EFFICIENT INVESTING Trademark

Trademark Overview

On Tuesday, August 15, 2017, a trademark application was filed for EFFICIENT INVESTING with the United States Patent and Trademark Office. The USPTO has given the EFFICIENT INVESTING trademark a serial number of 87569718. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, July 4, 2025. This trademark is owned by United Income, Inc.. The EFFICIENT INVESTING trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a service featuring software that analyzes an individual's demographics, financial situation and investments, desired retirement lifestyle, and spending goals to build a financial plan therefor and provides financial advice, guidance, and automatic account distributions directly to the individual's bank account to optimize and automate finances
efficient investing

General Information

Serial Number87569718
Word MarkEFFICIENT INVESTING
Filing DateTuesday, August 15, 2017
Status710 - CANCELLED - SECTION 8
Status DateFriday, July 4, 2025
Registration Number5634705
Registration DateTuesday, December 18, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

NOT AVAILABLE"INVESTING"
Goods and ServicesSoftware as a service featuring software that analyzes an individual's demographics, financial situation and investments, desired retirement lifestyle, and spending goals to build a financial plan therefor and provides financial advice, guidance, and automatic account distributions directly to the individual's bank account to optimize and automate finances

Classification Information

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, July 4, 2025
Primary Code042
First Use Anywhere DateTuesday, January 16, 2018
First Use In Commerce DateTuesday, January 16, 2018

Trademark Owner History

Party NameUnited Income, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWashington D.C., DC 20006
Party NameUnited Income, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWashington D.C., DC 20006

Trademark Events

Event DateEvent Description
Friday, August 18, 2017NEW APPLICATION ENTERED
Monday, August 21, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, November 16, 2017ASSIGNED TO EXAMINER
Monday, April 2, 2018TEAS AMENDMENT OF USE RECEIVED
Monday, April 2, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, April 2, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 2, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, April 3, 2018AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, April 3, 2018USE AMENDMENT FILED
Wednesday, April 11, 2018NON-FINAL ACTION WRITTEN
Wednesday, April 11, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, November 22, 2017NON-FINAL ACTION WRITTEN
Wednesday, November 22, 2017NON-FINAL ACTION E-MAILED
Wednesday, November 22, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, April 11, 2018NON-FINAL ACTION E-MAILED
Wednesday, October 10, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, October 22, 2018ASSIGNED TO LIE
Tuesday, October 23, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 23, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, November 6, 2018EXAMINERS AMENDMENT -WRITTEN
Tuesday, November 6, 2018EXAMINERS AMENDMENT E-MAILED
Tuesday, November 6, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, November 6, 2018EXAMINER'S AMENDMENT ENTERED
Tuesday, November 6, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, November 15, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, December 18, 2018REGISTERED-SUPPLEMENTAL REGISTER
Monday, December 18, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, July 4, 2025CANCELLED SEC. 8 (6-YR)
Wednesday, November 7, 2018NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Tuesday, November 6, 2018USE AMENDMENT ACCEPTED

Related Keywords

investing efficient financial individual account software automatic advice provides guidance directly automate