TrademarkDir
EFFICIENT ADVISORS
LIVE

Serial Number

86133848

Owner

Efficient Advisors, LLC

Attorney

Sharoni S. Finkelstein

First Use Date

Jun 27, 2009

Filing Date

Dec 3, 2013

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EFFICIENT ADVISORS Trademark

Serial Number: 86133848 • Registration: 4909272

EFFICIENT ADVISORS is a trademark filed by Efficient Advisors, LLC on December 3, 2013. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Efficient Advisors, LLC (11 trademarks)

Philadelphia, PA 19103

Entity Type: 16

Trademark Details

Filing Date

December 3, 2013

Registration Date

March 1, 2016

First Use Anywhere

June 27, 2009

First Use in Commerce

June 27, 2009

Published for Opposition

December 9, 2014

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

Filing History

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jan 22, 2026 ASCK
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
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Mar 2, 2025 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jul 13, 2021 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jul 13, 2021 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jul 13, 2021 APRE
TEAS SECTION 8 & 15 RECEIVED
Mar 3, 2021 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 1, 2021 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-PRINCIPAL REGISTER
Mar 1, 2016 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
Jan 27, 2016 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jan 26, 2016 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 26, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 26, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 13, 2016 TROA
NON-FINAL ACTION MAILED
Sep 1, 2015 CNRT
SU - NON-FINAL ACTION - WRITTEN
Aug 31, 2015 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Aug 11, 2015 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Aug 11, 2015 AITU
USE AMENDMENT FILED
Jul 22, 2015 IUAF
TEAS STATEMENT OF USE RECEIVED
Jul 22, 2015 EISU
ASSIGNED TO EXAMINER
May 21, 2015 DOCK
NOA MAILED - SOU REQUIRED FROM APPLICANT
Feb 3, 2015 NOAM
PUBLISHED FOR OPPOSITION
Dec 9, 2014 PUBO
NOTICE OF PUBLICATION
Nov 19, 2014 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Nov 1, 2014 PREV
ASSIGNED TO LIE
Nov 1, 2014 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 16, 2014 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 23, 2014 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 22, 2014 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 22, 2014 TROA
NON-FINAL ACTION MAILED
Mar 20, 2014 CNRT
NON-FINAL ACTION WRITTEN
Mar 19, 2014 CNRT
ASSIGNED TO EXAMINER
Mar 14, 2014 DOCK
NOTICE OF DESIGN SEARCH CODE MAILED
Dec 14, 2013 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 13, 2013 NWOS
NEW APPLICATION ENTERED
Dec 6, 2013 NWAP

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