TrademarkDir
DISCIPLINED WEALTH STRATEGIES
LIVE

Serial Number

87656326

Owner

ASSETMARK, INC.

Attorney

Sharoni S. Finkelstein

First Use Date

Jan 1, 2018

Filing Date

Oct 23, 2017

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DISCIPLINED WEALTH STRATEGIES Trademark

Serial Number: 87656326 • Registration: 5910656

DISCIPLINED WEALTH STRATEGIES is a trademark filed by ASSETMARK, INC. on October 23, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

ASSETMARK, INC. (84 trademarks)

1655 Grant Street, 10th Floor
Concord, CA 94520

Entity Type: 03

Efficient Advisors, LLC (11 trademarks)

Philadelphia, PA 19103

Entity Type: 16

Trademark Details

Filing Date

October 23, 2017

Registration Date

November 12, 2019

First Use Anywhere

January 1, 2018

First Use in Commerce

January 1, 2018

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

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Aug 12, 2026 ASGN
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Dec 24, 2025 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 24, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 24, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 24, 2025 REAP
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 23, 2025 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
May 1, 2025 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
May 1, 2025 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 30, 2025 APRE
TEAS SECTION 8 RECEIVED
Nov 18, 2024 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Nov 12, 2024 REM1
REGISTERED-SUPPLEMENTAL REGISTER
Nov 12, 2019 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Oct 7, 2019 PREV
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Oct 1, 2019 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 1, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 1, 2019 CRFA
ASSIGNED TO LIE
Sep 30, 2019 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 23, 2019 TROA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 20, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 20, 2019 REAP
NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
Sep 20, 2019 GAUN
NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
Sep 20, 2019 GAUD
REPORT UNRESPONSIVE AMENDMENT - COMPLETED
Sep 20, 2019 NAUD
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 19, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 18, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 18, 2019 TROA
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
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 21, 2019 GNRN
NON-FINAL ACTION E-MAILED
Mar 21, 2019 GNRT
NON-FINAL ACTION WRITTEN
Mar 21, 2019 CNRT
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Feb 1, 2019 AAUA
USE AMENDMENT ACCEPTED
Jan 31, 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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