EFFICIENT ADVISORS - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Serial Number
86133848
Registration Number
4909272
Word Mark
EFFICIENT ADVISORS
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2021-07-13
Filing Date
2013-12-03
Registration Number
4909272
Registration Date
2016-03-01
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
260503, 260521, 261314, 261321, 261708, 270305 - Incomplete triangles (must have two angles). Triangles that are completely or partially shaded. Three or more quadrilaterals. Quadrilaterals that are completely or partially shaded. A single line, band, bar or diagonal. Representations of objects forming letters or numerals, including punctuation.
Published for Opposition Date
2014-12-09
Attorney Name
Law Office Assigned Location Code
M90
Employee Name
BELL, MARLENE D
Statements
Indication of Colors claimed
The color(s) green and black is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text
"ADVISORS"
Description of Mark
The mark consists of the stylized designs depicting the letters "E","A" formed by three green quadrilaterals to the left of a black triangle above a black quadrilateral, all to the left of a black vertical line. To the right of the black vertical line, the word "EFFICIENT" appears in green above the word "ADVISORS" in black.
Goods and Services
FINANCIAL ASSET MANAGEMENT; TURNKEY ASSET MANAGEMENT SERVICES; FINANCIAL INVESTMENT AND ADVISORY SERVICES; FINANCIAL AND ADMINISTRATIVE SERVICES; FINANCIAL PLANNING, ADVISORY, AND MANAGEMENT SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; FINANCIAL PORTFOLIO MANAGEMENT; ASSET MANAGEMENT; AND RELATED SERVICES
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 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
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2014-09-23
Primary Code
036
First Use Anywhere Date
2009-06-27
First Use In Commerce Date
2009-06-27
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Camille M. Miller
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 4222284 |
Trademark Events
| Event Date | Event Description |
| 2013-12-06 | NEW APPLICATION ENTERED IN TRAM |
| 2013-12-13 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2013-12-14 | NOTICE OF DESIGN SEARCH CODE MAILED |
| 2014-03-14 | ASSIGNED TO EXAMINER |
| 2014-03-19 | NON-FINAL ACTION WRITTEN |
| 2014-03-20 | NON-FINAL ACTION MAILED |
| 2014-09-22 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2014-09-22 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2014-09-23 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2014-10-16 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2014-11-01 | ASSIGNED TO LIE |
| 2014-11-01 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2014-11-19 | NOTICE OF PUBLICATION |
| 2014-12-09 | PUBLISHED FOR OPPOSITION |
| 2015-02-03 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| 2015-05-21 | ASSIGNED TO EXAMINER |
| 2015-07-22 | TEAS STATEMENT OF USE RECEIVED |
| 2015-08-11 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2015-07-22 | USE AMENDMENT FILED |
| 2015-08-11 | STATEMENT OF USE PROCESSING COMPLETE |
| 2015-08-31 | SU - NON-FINAL ACTION - WRITTEN |
| 2015-09-01 | NON-FINAL ACTION MAILED |
| 2016-01-13 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2016-01-26 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2016-01-26 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2016-01-26 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2016-01-27 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED |
| 2016-03-01 | REGISTERED-PRINCIPAL REGISTER |
| 2019-08-28 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2019-08-28 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2021-03-01 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 2021-03-03 | TEAS SECTION 8 & 15 RECEIVED |
| 2021-07-13 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2021-07-13 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 2021-07-13 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
