DISCIPLINED WEALTH STRATEGIES
Live / Registered — Registered — Section 8 accepted (as of 01 May 2025)
What this means for you
Registered since 12 Nov 2019. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 12 Nov 2029: the §8 & §9 renewal).
Record
- Serial number
- 87656326
- Registration number
- 5910656
- Mark type
- Word mark
- Filed
- 23 Oct 2017
- Registered
- 12 Nov 2019
- Next maintenance filing
- §8 & §9 renewal, due by 12 Nov 2029 (grace period to 12 May 2030)
- Attorney of record
- Sharoni S. Finkelstein
Goods and services
- Class 036 — Insurance and financial services: FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES, NAMELY, FINANCIAL INVESTMENT BROKERAGE, FINANCIAL INVESTMENT ANALYSIS, INVESTMENT MANAGEMENT; 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
Owner
- ASSETMARK, INC., CONCORD, CA, US
- Efficient Advisors, LLC, Philadelphia, PA, US
- Efficient Advisors, LLC, Philadelphia, PA, US
Prosecution history
- 12 Aug 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 24 Dec 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 24 Dec 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 24 Dec 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 24 Dec 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 23 Dec 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 01 May 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 01 May 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 30 Apr 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 18 Nov 2024 — TEAS SECTION 8 RECEIVED
- 12 Nov 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 12 Nov 2019 — REGISTERED-SUPPLEMENTAL REGISTER
- 07 Oct 2019 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 01 Oct 2019 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 01 Oct 2019 — TEAS/EMAIL CORRESPONDENCE ENTERED