DISCIPLINED WEALTH STRATEGIES Trademark

Serial Number: 86972621

DISCIPLINED WEALTH STRATEGIES is a trademark filed by Efficient Advisors, LLC on April 12, 2016. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Efficient Advisors, LLC (11 trademarks)

Philadelphia, PA 19103

Entity Type: 16

Legal Representation

Attorney of Record

David P. Fitzgibbon

85 trademarks filed View all →

Correspondence Address

EDWARD F BEHM JR DILWORTH PAXSON LLP

1500 MARKET STREET SUITE 3500E

PHILADELPHIA, PA 19102

UNITED STATES

Trademark Details

Filing Date

April 12, 2016

Registration Date

Not Registered

Goods & 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