SMART INVESTING SIMPLIFIED
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 03 May 2023)
What this means for you
Registered since 24 Oct 2017. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86667134
- Registration number
- 5317534
- Mark type
- Stylized text
- Filed
- 18 Jun 2015
- Published for opposition
- 27 Dec 2016
- Registered
- 24 Oct 2017
- Attorney of record
- Sharoni S. Finkelstein
Goods and services
- Class 036 — Insurance and financial 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
Owner
- Efficient Advisors, LLC, Philadelphia, PA, US
- Efficient Advisors, LLC, Philadelphia, PA, US
- Efficient Advisors, LLC, Philadelphia, PA, US
Prosecution history
- 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
- 03 May 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 03 May 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 03 May 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 24 Oct 2022 — TEAS SECTION 8 & 15 RECEIVED
- 24 Oct 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 28 Aug 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 28 Aug 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 24 Oct 2017 — REGISTERED-PRINCIPAL REGISTER
- 20 Sept 2017 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED