DISCIPLINED WEALTH PORTFOLIOS
Dead / Abandoned — Abandoned — after ex parte appeal (as of 20 Dec 2017)
What this means for you
This application is over — abandoned 20 Dec 2017. 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
- 86972626
- Mark type
- Stylized text
- Filed
- 12 Apr 2016
- Abandoned
- 20 Dec 2017
- Attorney of record
- David P. Fitzgibbon
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; 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
- Efficient Advisors, LLC, Philadelphia, PA, US
Prosecution history
- 22 Jan 2026 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 08 Jan 2018 — ABANDONMENT NOTICE MAILED - AFTER EX PARTE APPEAL
- 20 Dec 2017 — ABANDONMENT - AFTER EX PARTE APPEAL
- 20 Dec 2017 — EXPARTE APPEAL TERMINATED
- 10 Nov 2017 — EXPARTE APPEAL DISMISSED - FAILURE TO FILE BRIEF
- 24 Aug 2017 — EX PARTE APPEAL-INSTITUTED
- 24 Aug 2017 — EXPARTE APPEAL RECEIVED AT TTAB
- 24 Feb 2017 — FINAL REFUSAL MAILED
- 24 Feb 2017 — FINAL REFUSAL WRITTEN
- 01 Feb 2017 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 31 Jan 2017 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 31 Jan 2017 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 03 Aug 2016 — NON-FINAL ACTION MAILED
- 03 Aug 2016 — NON-FINAL ACTION WRITTEN
- 27 Jul 2016 — ASSIGNED TO EXAMINER