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 87569724. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, July 11, 2025. This trademark is owned by United Income, Inc.. The EFFICIENT INVESTING trademark is filed in the Insurance & Financial Services category with the following description:

Financial management and financial advice services related to retirement planning; membership services, namely, providing financial advice and financial concierge services in the form of investment management, financial planning, and financial planning to facilitate retirement for paid members
efficient investing

General Information


Serial Number87569724
Word MarkEFFICIENT INVESTING
Filing DateTuesday, August 15, 2017
Status710 - CANCELLED - SECTION 8
Status DateFriday, July 11, 2025
Registration Number5645567
Registration DateTuesday, January 1, 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 management and financial advice services related to retirement planning; membership services, namely, providing financial advice and financial concierge services in the form of investment management, financial planning, and financial planning to facilitate retirement for paid members
NOT AVAILABLE"INVESTING"

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 DateSaturday, July 12, 2025
Primary Code036
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
Wednesday, November 22, 2017NON-FINAL ACTION WRITTEN
Wednesday, November 22, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, November 22, 2017NON-FINAL ACTION E-MAILED
Monday, April 2, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
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/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
Tuesday, April 10, 2018USE AMENDMENT ACCEPTED
Wednesday, April 11, 2018NON-FINAL ACTION E-MAILED
Wednesday, April 11, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, October 10, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, April 11, 2018NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Wednesday, April 11, 2018NON-FINAL ACTION WRITTEN
Wednesday, October 10, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 10, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, November 6, 2018EXAMINERS AMENDMENT -WRITTEN
Tuesday, November 6, 2018EXAMINER'S AMENDMENT ENTERED
Tuesday, November 6, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, November 26, 2018ASSIGNED TO LIE
Thursday, November 29, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, January 1, 2019REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, November 6, 2018EXAMINERS AMENDMENT E-MAILED
Tuesday, November 6, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, January 1, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, July 11, 2025CANCELLED SEC. 8 (6-YR)