| Serial Number | 78649981 |
| Word Mark | EWM EFFICIENT WEALTH MANAGEMENT INTELLIGENT INVESTING WITH INTEGRITY |
| Filing Date | Tuesday, June 14, 2005 |
| Status | 713 - CANCELLED - SECTION 18 |
| Status Date | Tuesday, December 21, 2010 |
| Registration Number | 3228777 |
| Registration Date | Tuesday, April 10, 2007 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 11, 2006 |
| Indication of Colors claimed | The color(s) crimson, yellow, and orange is/are claimed as a feature of the mark. |
| Description of the Colors Claimed | The color crimson appears in the oval shape and in the wording "EFFICIENT WEALTH MANAGEMENT INTELLIGENT INVESTING WITH INTEGRITY". The letters "EWM" are a combination of yellow and orange. |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| Description of Mark | The mark consists of an oval shape with the letters "EWM" within the oval and the words "EFFICIENT WEALTH MANAGEMENT INTELLIGENT INVESTING WITH INTEGRITY" outside the oval shape. |
| Goods and Services | INVESTMENT ADVICE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 3 - Sec. 18 - Entire Registration |
| Class Status Date | Tuesday, December 21, 2010 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, July 31, 2004 |
| First Use In Commerce Date | Saturday, January 1, 2005 |
| Party Name | Efficient Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | The Woodlands, TX 773844769 |
| Party Name | Efficient Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | The Woodlands, TX 773844769 |
| Party Name | Efficient Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | The Woodlands, TX 773844769 |
| Event Date | Event Description |
| Tuesday, December 21, 2010 | CANCELLED SECTION 18-TOTAL |
| Tuesday, December 21, 2010 | CANCELLATION TERMINATED NO. 999999 |
| Tuesday, November 30, 2010 | CANCELLATION GRANTED NO. 999999 |
| Friday, July 17, 2009 | CANCELLATION INSTITUTED NO. 999999 |
| Tuesday, April 10, 2007 | REGISTERED-PRINCIPAL REGISTER |
| Monday, February 26, 2007 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Friday, February 23, 2007 | ASSIGNED TO LIE |
| Friday, January 19, 2007 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, January 17, 2007 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, November 3, 2006 | USE AMENDMENT FILED |
| Friday, November 3, 2006 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, October 3, 2006 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, July 11, 2006 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 21, 2006 | NOTICE OF PUBLICATION |
| Monday, May 22, 2006 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, May 19, 2006 | ASSIGNED TO LIE |
| Tuesday, May 16, 2006 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, May 16, 2006 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, May 16, 2006 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 16, 2006 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, May 16, 2006 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Friday, May 5, 2006 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Tuesday, April 11, 2006 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, April 7, 2006 | ASSIGNED TO LIE |
| Tuesday, April 4, 2006 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, April 3, 2006 | AMENDMENT FROM APPLICANT ENTERED |
| Wednesday, March 15, 2006 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 15, 2006 | FAX RECEIVED |
| Thursday, January 5, 2006 | NON-FINAL ACTION E-MAILED |
| Thursday, January 5, 2006 | NON-FINAL ACTION WRITTEN |
| Wednesday, January 4, 2006 | ASSIGNED TO EXAMINER |
| Monday, June 20, 2005 | NEW APPLICATION ENTERED IN TRAM |