THE EFFICIENT PORTFOLIO
Live / Registered — Registered (as of 10 Jan 2023)
What this means for you
Registered since 10 Jan 2023. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90840818
- Registration number
- 6951692
- Mark type
- Stylized text
- Filed
- 21 Jul 2021
- Registered
- 10 Jan 2023
- Attorney of record
- Andrew Morabito
Goods and services
- Class 036 — Insurance and financial services: Financial portfolio analysis services; Financial portfolio management; Financial management in the field of investment portfolios; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Owner
- U.S. Private Wealth, LLC, Palm Beach, FL, US
- U.S. Private Wealth, LLC, Palm Beach, FL, US
Prosecution history
- 10 Jan 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 10 Jan 2023 — REGISTERED-SUPPLEMENTAL REGISTER
- 08 Dec 2022 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 01 Dec 2022 — ASSIGNED TO LIE
- 16 Nov 2022 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 16 Nov 2022 — EXAMINER'S AMENDMENT ENTERED
- 16 Nov 2022 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 16 Nov 2022 — EXAMINERS AMENDMENT E-MAILED
- 16 Nov 2022 — EXAMINERS AMENDMENT -WRITTEN
- 24 Aug 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 24 Aug 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 24 Aug 2022 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 21 Apr 2022 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 21 Apr 2022 — NON-FINAL ACTION E-MAILED
- 21 Apr 2022 — NON-FINAL ACTION WRITTEN