DISCIPLINED PORTFOLIO ADVISOR
Live / Registered — Registered and renewed (as of 20 Aug 2016)
What this means for you
Registered since 29 May 2007. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 29 May 2017).
Record
- Serial number
- 78958734
- Registration number
- 3248763
- Mark type
- Stylized text
- Filed
- 23 Aug 2006
- Registered
- 29 May 2007
- Next maintenance due
- 29 May 2017
- Attorney of record
- Edward C. Meagher
Goods and services
- Class 036 — Insurance and financial services: Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Management of portfolios comprising securities
Owner
- FIDUCIENT ADVISORS LLC, CHICAGO, IL, US
- DiMeo Schneider & Associates, LLC, Chicago, IL, US
- DiMeo Schneider & Associates, LLC, Chicago, IL, US
Prosecution history
- 10 Sept 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 16 Nov 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 16 Nov 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 16 Nov 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 16 Nov 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 16 Nov 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 20 Aug 2016 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 20 Aug 2016 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 20 Aug 2016 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 20 Aug 2016 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 29 May 2016 — TEAS SECTION 8 & 9 RECEIVED
- 29 May 2016 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 24 Jan 2014 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 24 Jan 2014 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 16 Jun 2012 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED