TrademarkDir
DISCIPLINED WEALTH PORTFOLIOS
DEAD

Serial Number

87656385

Owner

Efficient Advisors, LLC

Attorney

Camille M. Miller

First Use Date

Jan 1, 2018

Filing Date

Oct 23, 2017

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DISCIPLINED WEALTH PORTFOLIOS Trademark

Serial Number: 87656385 • Registration: 5718161

DISCIPLINED WEALTH PORTFOLIOS is a trademark filed by Efficient Advisors, LLC on October 23, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Owner Contact Info

Efficient Advisors, LLC (11 trademarks)

Philadelphia, PA 19103

Entity Type: 16

Trademark Details

Filing Date

October 23, 2017

Registration Date

April 2, 2019

First Use Anywhere

January 1, 2018

First Use in Commerce

January 1, 2018

Cancellation Date

October 17, 2025

Goods & 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

Filing History

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 23, 2025 ASCK
CANCELLED SEC. 8 (6-YR)
Oct 17, 2025 C8..
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 10, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 10, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 10, 2024 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Apr 10, 2024 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Apr 10, 2024 COAR
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Apr 2, 2024 REM1
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 28, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 28, 2019 REAP
REGISTERED-SUPPLEMENTAL REGISTER
Apr 2, 2019 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Feb 22, 2019 PREV
ASSIGNED TO LIE
Feb 15, 2019 ALIE
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Feb 2, 2019 AAUA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Feb 1, 2019 CNTA
USE AMENDMENT ACCEPTED
Feb 1, 2019 IUAA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 29, 2019 TEME
AMENDMENT TO USE PROCESSING COMPLETE
Jan 29, 2019 AUPC
USE AMENDMENT FILED
Jan 29, 2019 IUAF
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 28, 2019 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Jan 28, 2019 ERFR
TEAS AMENDMENT OF USE RECEIVED
Jan 28, 2019 EAAU
NOTIFICATION OF FINAL REFUSAL EMAILED
Jul 28, 2018 GNFN
FINAL REFUSAL E-MAILED
Jul 28, 2018 GNFR
FINAL REFUSAL WRITTEN
Jul 28, 2018 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 7, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 6, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 6, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 6, 2018 GNRN
NON-FINAL ACTION E-MAILED
Jan 6, 2018 GNRT
NON-FINAL ACTION WRITTEN
Jan 6, 2018 CNRT
ASSIGNED TO EXAMINER
Jan 4, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 1, 2017 NWOS

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