EFFICIENT WEALTH MANAGEMENT INTELLIGENT INVESTING WITH INTEGRITY Trademark

Trademark Overview


On Monday, August 7, 2017, a trademark application was filed for EFFICIENT WEALTH MANAGEMENT INTELLIGENT INVESTING WITH INTEGRITY with the United States Patent and Trademark Office. The USPTO has given the EFFICIENT WEALTH MANAGEMENT INTELLIGENT INVESTING WITH INTEGRITY trademark a serial number of 87558407. The federal status of this trademark filing is REGISTERED as of Tuesday, September 10, 2019. This trademark is owned by Efficient Wealth Management, LLC. The EFFICIENT WEALTH MANAGEMENT INTELLIGENT INVESTING WITH INTEGRITY trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice; Financial consulting
efficient wealth management intelligent investing with integrity

General Information


Serial Number87558407
Word MarkEFFICIENT WEALTH MANAGEMENT INTELLIGENT INVESTING WITH INTEGRITY
Filing DateMonday, August 7, 2017
Status700 - REGISTERED
Status DateTuesday, September 10, 2019
Registration Number5854179
Registration DateTuesday, September 10, 2019
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 25, 2019

Trademark Statements


Goods and ServicesFinancial advice; Financial consulting
Disclaimer with Predetermined Text"WEALTH MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, August 10, 2017
Primary Code036
First Use Anywhere DateFriday, December 31, 2004
First Use In Commerce DateFriday, December 31, 2004

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
Monday, September 11, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, September 11, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, September 11, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, September 11, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, September 11, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, September 24, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, September 10, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, June 25, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 25, 2019PUBLISHED FOR OPPOSITION
Wednesday, June 5, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, May 22, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, May 20, 2019SUSPENSION CHECKED ¿ TO ATTORNEY FOR ACTION
Friday, May 17, 2019ASSIGNED TO LIE
Friday, October 5, 2018NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Friday, October 5, 2018LETTER OF SUSPENSION E-MAILED
Friday, October 5, 2018SUSPENSION LETTER WRITTEN
Thursday, October 4, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 3, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 3, 2018TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, April 25, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, April 25, 2018FINAL REFUSAL E-MAILED
Wednesday, April 25, 2018FINAL REFUSAL WRITTEN
Tuesday, April 24, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 23, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, April 23, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, November 8, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, November 8, 2017NON-FINAL ACTION E-MAILED
Wednesday, November 8, 2017NON-FINAL ACTION WRITTEN
Wednesday, November 8, 2017ASSIGNED TO EXAMINER
Thursday, August 10, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, August 10, 2017NEW APPLICATION ENTERED