DISCIPLINED WEALTH PORTFOLIOS

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

87656385

Registration number

5718161

Mark type

Stylized text

Filed

23 Oct 2017

Registered

02 Apr 2019

Attorney of record

Camille M. Miller

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, INVESTMENT MANAGEMENT; 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

Owner

• Efficient Advisors, LLC, Philadelphia, PA, US
• Efficient Advisors, LLC, Philadelphia, PA, US

Prosecution history

• 23 Dec 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
• 17 Oct 2025 — CANCELLED SEC. 8 (6-YR)
• 10 Apr 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 10 Apr 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 10 Apr 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 10 Apr 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 10 Apr 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
• 02 Apr 2024 — 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
• 02 Apr 2019 — REGISTERED-SUPPLEMENTAL REGISTER
• 22 Feb 2019 — LAW OFFICE PUBLICATION REVIEW COMPLETED
• 15 Feb 2019 — ASSIGNED TO LIE
• 02 Feb 2019 — NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
• 01 Feb 2019 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER