TrademarkDir
DISCIPLINED PORTFOLIO ADVISOR
LIVE

Serial Number

78958734

Owner

DiMeo Schneider & Associates, LLC

Attorney

Edward C. Meagher

First Use Date

Jul 22, 2006

Filing Date

Aug 23, 2006

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DISCIPLINED PORTFOLIO ADVISOR Trademark

Serial Number: 78958734 • Registration: 3248763

DISCIPLINED PORTFOLIO ADVISOR is a trademark filed by DiMeo Schneider & Associates, LLC on August 23, 2006. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

DiMeo Schneider & Associates, LLC (8 trademarks)

Chicago, IL 60661

Entity Type: 16

FIDUCIENT ADVISORS LLC (10 trademarks)

500 W. MADISON STREET, 32ND FLOOR
CHICAGO, IL 60661

Entity Type: 16

Trademark Details

Filing Date

August 23, 2006

Registration Date

May 29, 2007

First Use Anywhere

July 22, 2006

First Use in Commerce

July 22, 2006

Goods & Services

Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Management of portfolios comprising securities

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
May 29, 2026 REM2
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 10, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 10, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 10, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Apr 10, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Apr 10, 2026 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 10, 2025 ASGN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Nov 16, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 16, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 16, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 16, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Nov 16, 2020 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Aug 20, 2016 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Aug 20, 2016 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Aug 20, 2016 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 20, 2016 APRE
TEAS SECTION 8 & 9 RECEIVED
May 29, 2016 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
May 29, 2016 REM2
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jan 24, 2014 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jan 24, 2014 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Jun 16, 2012 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Jun 16, 2012 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 16, 2012 APRE
TEAS SECTION 8 RECEIVED
Jun 2, 2012 ES8R
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 2, 2009 TCCA
REGISTERED-SUPPLEMENTAL REGISTER
May 29, 2007 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Apr 10, 2007 PREV
ASSIGNED TO LIE
Apr 9, 2007 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Mar 19, 2007 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 15, 2007 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 14, 2007 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 14, 2007 TROA
NON-FINAL ACTION E-MAILED
Jan 31, 2007 GNRT
NON-FINAL ACTION WRITTEN
Jan 31, 2007 CNRT
ASSIGNED TO EXAMINER
Jan 18, 2007 DOCK
NEW APPLICATION ENTERED
Aug 28, 2006 NWAP

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