| Serial Number | 88145551 |
| Word Mark | ET EFFICIENT TAX PORTFOLIO OPTIMIZER |
| Filing Date | Saturday, October 6, 2018 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, October 2, 2025 |
| Registration Number | 5855211 |
| Registration Date | Tuesday, September 10, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 25, 2019 |
| Description of Mark | The mark consists of the white stylized wording "ET" appearing in a shaded square appearing in various shades of green, all to the left of the stylized wordings "EFFICIENT TAX" above "PORTFOLIO OPTIMIZER" where "TAX" is green and the remaining wording is grey. |
| Goods and Services | Financial investment analysis and stock research |
| Indication of Colors claimed | The colors green, white, and grey are claimed as a feature of the mark. |
| NOT AVAILABLE | "TAX PORTFOLIO OPTIMIZER" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, October 17, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, March 2, 2018 |
| First Use In Commerce Date | Friday, March 2, 2018 |
| Party Name | Efficient Tax LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Anchorage, AK 99501 |
| Party Name | Efficient Tax LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Anchorage, AK 99501 |
| Party Name | Efficient Tax LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Anchorage, AK 99501 |
| Event Date | Event Description |
| Wednesday, October 10, 2018 | NEW APPLICATION ENTERED |
| Wednesday, October 17, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 18, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, January 17, 2019 | ASSIGNED TO EXAMINER |
| Thursday, January 17, 2019 | NON-FINAL ACTION WRITTEN |
| Thursday, January 17, 2019 | NON-FINAL ACTION E-MAILED |
| Thursday, January 17, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, March 11, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 11, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 12, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, May 6, 2019 | ASSIGNED TO EXAMINER |
| Tuesday, May 7, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, May 7, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 7, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 7, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, May 7, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, May 20, 2019 | ASSIGNED TO LIE |
| Wednesday, June 5, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 25, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 25, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 10, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 10, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 27, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, October 2, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, October 2, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, October 2, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |