TrademarkDir
THE EFFICIENT PORTFOLIO
LIVE

Serial Number

90840818

Owner

U.S. Private Wealth, LLC

Attorney

Andrew Morabito

First Use Date

May 25, 2021

Filing Date

Jul 21, 2021

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THE EFFICIENT PORTFOLIO Trademark

Serial Number: 90840818 • Registration: 6951692

THE EFFICIENT PORTFOLIO is a trademark filed by U.S. Private Wealth, LLC on July 21, 2021. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

U.S. Private Wealth, LLC

4822 Northlake Blvd., Suite A
Palm Beach, FL 33418

Entity Type: 16

Trademark Details

Filing Date

July 21, 2021

Registration Date

January 10, 2023

First Use Anywhere

May 25, 2021

First Use in Commerce

May 25, 2021

Goods & Services

Financial portfolio analysis services; Financial portfolio management; Financial management in the field of investment portfolios; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jan 10, 2023 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Jan 10, 2023 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Dec 8, 2022 PREV
ASSIGNED TO LIE
Dec 1, 2022 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Nov 16, 2022 CNTA
EXAMINER'S AMENDMENT ENTERED
Nov 16, 2022 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 16, 2022 GNEN
EXAMINERS AMENDMENT E-MAILED
Nov 16, 2022 GNEA
EXAMINERS AMENDMENT -WRITTEN
Nov 16, 2022 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 24, 2022 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 24, 2022 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 24, 2022 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 21, 2022 GNRN
NON-FINAL ACTION E-MAILED
Apr 21, 2022 GNRT
NON-FINAL ACTION WRITTEN
Apr 21, 2022 CNRT
ASSIGNED TO EXAMINER
Apr 14, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 22, 2021 NWOS
NEW APPLICATION ENTERED
Jul 24, 2021 NWAP

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