EFFICIENT WEALTH MANAGEMENT Trademark

Trademark Overview

On Friday, January 18, 2013, a trademark application was filed for EFFICIENT WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the EFFICIENT WEALTH MANAGEMENT trademark a serial number of 85826842. The federal status of this trademark filing is CANCELLED - SECTION 18 as of Friday, January 3, 2025. This trademark is owned by Efficient Wealth Management, LLC. The EFFICIENT WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice

General Information

Serial Number85826842
Word MarkEFFICIENT WEALTH MANAGEMENT
Filing DateFriday, January 18, 2013
Status713 - CANCELLED - SECTION 18
Status DateFriday, January 3, 2025
Registration Number4395627
Registration DateTuesday, September 3, 2013
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 18, 2013

Trademark Statements

Goods and ServicesFinancial advice
NOT AVAILABLE"WEALTH MANAGEMENT"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code3 - Sec. 18 - Entire Registration
Class Status DateFriday, January 3, 2025
Primary Code036
First Use Anywhere DateWednesday, August 4, 2004
First Use In Commerce DateSaturday, January 1, 2005

Trademark Owner History

Party NameAVION WEALTH, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressTHE WOODLANDS, TX 77381
Party NameEfficient Wealth Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressThe Woodlands, TX 77381
Party NameEfficient Wealth Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressThe Woodlands, TX 77381
Party NameEfficient Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressThe Woodlands, TX 77381

Trademark Events

Event DateEvent Description
Tuesday, January 22, 2013NEW APPLICATION ENTERED
Thursday, January 24, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, May 1, 2013ASSIGNED TO EXAMINER
Thursday, May 2, 2013EXAMINERS AMENDMENT -WRITTEN
Thursday, May 2, 2013EXAMINERS AMENDMENT E-MAILED
Thursday, May 2, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, May 2, 2013EXAMINER'S AMENDMENT ENTERED
Thursday, May 2, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, May 13, 2013ASSIGNED TO LIE
Wednesday, May 15, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, May 29, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 18, 2013PUBLISHED FOR OPPOSITION
Tuesday, June 18, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 3, 2013REGISTERED-PRINCIPAL REGISTER
Monday, September 3, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, August 27, 2019TEAS SECTION 8 & 15 RECEIVED
Monday, October 7, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, October 7, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, October 7, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, September 24, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Saturday, September 3, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, September 1, 2023TEAS SECTION 8 & 9 RECEIVED
Monday, February 26, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, February 26, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, February 26, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, February 26, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, July 24, 2024CANCELLATION INSTITUTED NO. 999999
Tuesday, October 22, 2024CANCELLATION GRANTED NO. 999999
Friday, January 3, 2025CANCELLATION TERMINATED NO. 999999
Friday, January 3, 2025CANCELLED SECTION 18-TOTAL

Related Keywords

management wealth efficient advice financial