| Serial Number | 86667134 |
| Word Mark | SMART INVESTING SIMPLIFIED |
| Filing Date | Thursday, June 18, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, May 3, 2023 |
| Registration Number | 5317534 |
| Registration Date | Tuesday, October 24, 2017 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 27, 2016 |
| Goods and Services | FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES, NAMELY, FINANCIAL INVESTMENT BROKERAGE, FINANCIAL INVESTMENT ANALYSIS, FINANCIAL ADVISORY SERVICES; FINANCIAL AND ADMINISTRATIVE SERVICES, NAMELY, FINANCIAL CONSULTATION, FINANCIAL ANALYSIS, FINANCIAL TRUST ADMINISTRATION; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS INVOLVING FUNDS DRAWN FROM SECURITIES, STOCKS, FUNDS, EQUITIES, BONDS, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS IN RETIREMENT PLANS USING A CREDIT OR DEBIT CARD OVER A GLOBAL DATA NETWORK; FINANCIAL PLANNING, ADVISORY, AND MANAGEMENT SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; FINANCIAL PORTFOLIO MANAGEMENT; ASSET MANAGEMENT, NAMELY, CASH MANAGEMENT, FINANCIAL RISK MANAGEMENT, CAPITAL INVESTMENT CONSULTING |
| 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, June 24, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 12, 2017 |
| First Use In Commerce Date | Monday, June 12, 2017 |
| Party Name | Efficient Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19102 |
| Party Name | Efficient Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19102 |
| Party Name | Efficient Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19102 |
| Event Date | Event Description |
| Monday, June 22, 2015 | NEW APPLICATION ENTERED |
| Wednesday, June 24, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, September 25, 2015 | ASSIGNED TO EXAMINER |
| Wednesday, September 30, 2015 | NON-FINAL ACTION WRITTEN |
| Wednesday, September 30, 2015 | NON-FINAL ACTION MAILED |
| Tuesday, March 29, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 29, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 30, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, April 19, 2016 | FINAL REFUSAL WRITTEN |
| Wednesday, April 20, 2016 | FINAL REFUSAL MAILED |
| Wednesday, November 16, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 7, 2016 | NOTICE OF PUBLICATION |
| Tuesday, December 27, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 21, 2017 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, August 21, 2017 | TEAS STATEMENT OF USE RECEIVED |
| Monday, August 21, 2017 | SOU TEAS EXTENSION RECEIVED |
| Monday, August 28, 2017 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, August 21, 2017 | SOU EXTENSION 1 FILED |
| Monday, August 28, 2017 | SOU EXTENSION 1 GRANTED |
| Tuesday, August 29, 2017 | NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED |
| Monday, August 21, 2017 | USE AMENDMENT FILED |
| Wednesday, August 30, 2017 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, September 19, 2017 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, September 20, 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED |
| Tuesday, October 24, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, August 28, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, August 28, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, October 24, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, October 24, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, May 3, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, May 3, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, May 3, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, December 23, 2025 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |