EFFICIENT TAX PORTFOLIO OPTIMIZER Trademark

Trademark Overview

On Wednesday, April 24, 2013, a trademark application was filed for EFFICIENT TAX PORTFOLIO OPTIMIZER with the United States Patent and Trademark Office. The USPTO has given the EFFICIENT TAX PORTFOLIO OPTIMIZER trademark a serial number of 85913116. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 9, 2025. This trademark is owned by Efficient Tax LLC. The EFFICIENT TAX PORTFOLIO OPTIMIZER trademark is filed in the Insurance & Financial Services category with the following description:

Financial investment analysis and stock research
efficient tax portfolio optimizer

General Information

Serial Number85913116
Word MarkEFFICIENT TAX PORTFOLIO OPTIMIZER
Filing DateWednesday, April 24, 2013
Status710 - CANCELLED - SECTION 8
Status DateFriday, May 9, 2025
Registration Number4629398
Registration DateTuesday, October 28, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 3, 2013

Trademark Statements

Goods and ServicesFinancial investment analysis and stock research
NOT AVAILABLE"TAX PORTFOLIO OPTIMIZER"

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 DateFriday, May 9, 2025
Primary Code036
First Use Anywhere DateMonday, August 4, 2014
First Use In Commerce DateMonday, August 4, 2014

Trademark Owner History

Party NameEfficient Tax LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressAnchorage, AK 99501
Party NameEfficient Tax LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressAnchorage, AK 99501
Party NameEfficient Tax LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAnchorage, AK 99501

Trademark Events

Event DateEvent Description
Saturday, April 27, 2013NEW APPLICATION ENTERED
Wednesday, May 1, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 12, 2013ASSIGNED TO EXAMINER
Monday, August 19, 2013NON-FINAL ACTION WRITTEN
Monday, August 19, 2013REMOVED FROM TEAS PLUS
Monday, August 19, 2013RESTORE TO TEAS PLUS
Monday, August 19, 2013REMOVED FROM TEAS PLUS
Monday, August 19, 2013NON-FINAL ACTION E-MAILED
Monday, August 19, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, October 14, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, October 11, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, October 11, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, October 12, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 3, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Wednesday, August 27, 2014TEAS PETITION TO REVIVE RECEIVED
Wednesday, August 27, 2014PETITION TO REVIVE-GRANTED
Wednesday, August 27, 2014SOU EXTENSION RECEIVED WITH TEAS PETITION
Wednesday, August 27, 2014USE AMENDMENT FILED
Wednesday, October 30, 2013ASSIGNED TO LIE
Wednesday, October 30, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, November 13, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 3, 2013PUBLISHED FOR OPPOSITION
Tuesday, January 28, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, July 28, 2014SOU EXTENSION 1 FILED
Wednesday, August 27, 2014TEAS STATEMENT OF USE RECEIVED
Tuesday, September 23, 2014SOU EXTENSION 1 GRANTED
Tuesday, September 23, 2014STATEMENT OF USE PROCESSING COMPLETE
Wednesday, September 24, 2014NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, October 28, 2014REGISTERED-PRINCIPAL REGISTER
Monday, October 28, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, October 21, 2020TEAS SECTION 8 & 15 RECEIVED
Thursday, August 28, 2014NOTICE OF REVIVAL - E-MAILED
Monday, September 22, 2014CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, September 23, 2014ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, September 24, 2014NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Saturday, February 13, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, February 13, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, February 2, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, October 28, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, May 9, 2025CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9

Related Keywords

optimizer portfolio efficient research stock analysis investment financial