Serial Number
99100432
Owner
Efficient Advisors, LLCAttorney
Sharoni S. FinkelsteinFirst Use Date
Jun 1, 2022
Filing Date
Mar 24, 2025
E EFFICIENT ADVISORS Trademark
Serial Number: 99100432 • Registration: 8065769
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Sharoni S. Finkelstein Venable LLP
2049 Century Park East, Suite 3400
Los Angeles, CA 90067
United States
Trademark Details
Filing Date
March 24, 2025
Registration Date
December 16, 2025
First Use Anywhere
June 1, 2022
First Use in Commerce
June 1, 2022
Published for Opposition
October 28, 2025
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 using a credit or debit card over a global data network; 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