USPTO serial 88145551
ET EFFICIENT TAX PORTFOLIO OPTIMIZER
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 10, 2019
- Examiner
- DIBLE, JONATHON I
- Law office
- Historical data usage
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Ann M. Bruner
Ann M. Bruner Birch Horton Bittner & Cherot510 L StreetSUITE 700ANCHORAGE, AK 99501Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial investment analysis and stock research | ACTIVE | Mar 2, 2018 |
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 Tax LLC
- Other trademarks owned by Efficient Tax LLC
- Other trademarks owned by Efficient Tax LLC
- Other trademarks in Class 036
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 2, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Oct 2, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Oct 2, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 27, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Sep 10, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 10, 2019 | 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. |
| Jun 25, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 25, 2019 | 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. |
| Jun 5, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 20, 2019 | ALIE | ASSIGNED TO LIE | — |
| May 7, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 7, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 7, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 7, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 7, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 6, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 12, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 11, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 11, 2019 | 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. |
| Jan 17, 2019 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| Jan 17, 2019 | GNRT | NON-FINAL ACTION E-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. |
| Jan 17, 2019 | 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. |
| Jan 17, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 18, 2018 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Oct 17, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 10, 2018 | NWAP | NEW APPLICATION ENTERED | — |