USPTO serial 77950855
EFFICIENT ADVISORS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 9, 2012
- Examiner
- SOMERVILLE, ARETHA CHARESE
- Law office
- GENERIC WEB UPDATE
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
Philadelphia, PA, US
CONCORD, CA, US
Philadelphia, PA, US
Philadelphia, PA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Sharoni S. Finkelstein
Sharoni S. Finkelstein Venable LLP2049 Century Park East, Suite 3400Los Angeles, CA 90067United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | FINANCIAL ASSET MANAGEMENT; FINANCIAL INVESTMENT AND ADVISORY SERVICES; 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; FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT | ACTIVE | Mar 27, 2009 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by EFFICIENT ADVISORS, LLC
- Other trademarks owned by ASSETMARK, INC.
- Other trademarks owned by EFFICIENT ADVISORS, LLC
- Other trademarks owned by EFFICIENT ADVISORS, LLC
- Other trademarks in Class 035
- Similar marks named EFFICIENT ADVISORS
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 12, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 22, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 24, 2025 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Dec 24, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 24, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 24, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 23, 2025 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 3, 2022 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Mar 3, 2022 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Mar 3, 2022 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Mar 3, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 13, 2021 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Oct 9, 2021 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Aug 28, 2019 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 28, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 23, 2018 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Oct 23, 2018 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Oct 23, 2018 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 9, 2018 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Oct 9, 2018 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 10, 2017 | COC. | CORRECTION UNDER SECTION 7 - PROCESSED | — |
| Sep 14, 2017 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Aug 31, 2017 | PRAM | POST REGISTRATION ACTION MAILED - SEC. 7 | — |
| Aug 28, 2017 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 11, 2017 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Aug 11, 2017 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 9, 2012 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Sep 6, 2012 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED | — |
| Sep 5, 2012 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Aug 29, 2012 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 2, 2012 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jun 29, 2012 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jun 13, 2012 | IUAF | USE AMENDMENT FILED | — |
| Jun 13, 2012 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Dec 13, 2011 | NOAM | NOA MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Oct 18, 2011 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Sep 28, 2011 | NPUB | NOTICE OF PUBLICATION | — |
| Sep 11, 2011 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Sep 7, 2011 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 25, 2011 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Jul 20, 2011 | ALIE | ASSIGNED TO LIE | — |
| Jan 19, 2011 | CNSL | LETTER OF SUSPENSION MAILED | — |
| Jan 18, 2011 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Dec 18, 2010 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 17, 2010 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 17, 2010 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 17, 2010 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 16, 2010 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 7, 2010 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 9, 2010 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 8, 2010 | NWAP | NEW APPLICATION ENTERED | — |