| Serial Number | 90840818 |
| Word Mark | THE EFFICIENT PORTFOLIO |
| Filing Date | Wednesday, July 21, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 10, 2023 |
| Registration Number | 6951692 |
| Registration Date | Tuesday, January 10, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Financial portfolio analysis services; Financial portfolio management; Financial management in the field of investment portfolios; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs |
| Disclaimer with Predetermined Text | "PORTFOLIO" |
| 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, September 22, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, May 25, 2021 |
| First Use In Commerce Date | Tuesday, May 25, 2021 |
| Party Name | U.S. Private Wealth, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Palm Beach, FL 33418 |
| Party Name | U.S. Private Wealth, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Palm Beach, FL 33418 |
| Event Date | Event Description |
| Tuesday, January 10, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, January 10, 2023 | REGISTERED-SUPPLEMENTAL REGISTER |
| Thursday, December 8, 2022 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, December 1, 2022 | ASSIGNED TO LIE |
| Wednesday, November 16, 2022 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Wednesday, November 16, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, November 16, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 16, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 16, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, August 24, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 24, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 24, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, April 21, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, April 21, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, April 21, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, April 14, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, September 22, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, July 24, 2021 | NEW APPLICATION ENTERED IN TRAM |