EFFICIENT ADVISORS
Dead / Cancelled — Cancelled — Section 8 (as of 11 Sept 2026)
What this means for you
This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.
Record
- Serial number
- 86133848
- Registration number
- 4909272
- Mark type
- Design + words
- Filed
- 03 Dec 2013
- Published for opposition
- 09 Dec 2014
- Registered
- 01 Mar 2016
- Attorney of record
- Sharoni S. Finkelstein
Goods and services
- Class 036 — Insurance and financial services: FINANCIAL ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES, NAMELY, FINANCIAL INVESTMENT BROKERAGE, FINANCIAL INVESTMENT ANALYSIS, INVESTMENT MANAGEMENT; 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, INVESTMENT MANAGEMENT, FINANCIAL RISK MANAGEMENT, CAPITAL INVESTMENT CONSULTING
Owner
- ASSETMARK, INC., CONCORD, CA, US
- Efficient Advisors, LLC, Philadelphia, PA, US
- Efficient Advisors, LLC, Philadelphia, PA, US
- Efficient Advisors, LLC, Philadelphia, PA, US
Prior registrations
Prosecution history
- 11 Sept 2026 — CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
- 12 Aug 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 22 Jan 2026 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 24 Dec 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 24 Dec 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 24 Dec 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 24 Dec 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 23 Dec 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 02 Mar 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 13 Jul 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 13 Jul 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 13 Jul 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 03 Mar 2021 — TEAS SECTION 8 & 15 RECEIVED
- 01 Mar 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 28 Aug 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED