DISCIPLINED WEALTH STRATEGIES Trademark Information

Efficient Advisors, LLC

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 F...

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Words that describe this mark

financial   asset   management   financial   investment   services   field   turnkey   asset   management   financial   investment   services       financial   investment   brokerage     financial   investment   analysis     investment   management   financial  

This is a brand page for the DISCIPLINED WEALTH STRATEGIES trademark by Efficient Advisors, LLC  in Philadelphia, PA, 19103.

Write a review about a product or service associated with this DISCIPLINED WEALTH STRATEGIES trademark. Or, contact the owner Efficient Advisors, LLC of the DISCIPLINED WEALTH STRATEGIES trademark by filing a request to communicate with the Legal Correspondent for licensing, use, and/or questions related to the DISCIPLINED WEALTH STRATEGIES trademark.

On Tuesday, April 12, 2016, a U.S. federal trademark registration was filed for DISCIPLINED WEALTH STRATEGIES by Efficient Advisors, LLC, Philadelphia, PA 19103. The USPTO has given the DISCIPLINED WEALTH STRATEGIES trademark serial number of 86972621. The current federal status of this trademark filing is NON-FINAL OFFICE ACTION ISSUED - CLARIFICATION NEEDED. The correspondent listed for DISCIPLINED WEALTH STRATEGIES is DAVID P. FITZGIBBON of DILWORTH PAXSON LLP, 1500 MARKET STREET, SUITE 3500E PHILADELPHIA, PA 19102 . The DISCIPLINED WEALTH STRATEGIES trademark is filed in the category of Insurance & Financial Services . The description provided to the USPTO for DISCIPLINED WEALTH STRATEGIES is 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, AND RELATED SERVICES.

Word mark: DISCIPLINED WEALTH STRATEGIES
Status/Status Date:
NON-FINAL OFFICE ACTION ISSUED - CLARIFICATION NEEDED
8/3/2016
Estimated Response Deadline: 2/3/2017
Serial Number: 86972621
Filing Date: 4/12/2016
Registration Number: NOT AVAILABLE
Registration Date: NOT AVAILABLE
Goods and 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, AND RELATED SERVICES
Mark Description: NOT AVAILABLE
Type Of Mark: Service Mark
Published For Opposition Date: N/A
Last Applicant/Owner: Efficient Advisors, LLC
Philadelphia, PA 19103
Mark Drawing Code: Standard Character Mark
Design Search: (NO DATA)
Register Type: Principal
Disclaimer: (NOT AVAILABLE)
Correspondent:
DILWORTH PAXSON LLP
1500 MARKET STREET
SUITE 3500E
PHILADELPHIA, PA 19102

Intent to Use Trademark - Applicant has not submitted proof of use in commerce the the USPTO.

Classification Information

Primary Class: Class (036) - Insurance; financial affairs; monetary affairs; real estate affairs.
First Use Anywhere: Not provided
First Use In Commerce: Not provided

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Current Trademark Status:
8/3/2016
NON-FINAL OFFICE ACTION ISSUED - CLARIFICATION NEEDED
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DAVID P. FITZGIBBON is a correspondent of DISCIPLINED WEALTH STRATEGIES trademark.

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