USPTO serial 99100432
E EFFICIENT ADVISORS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 16, 2025
- Examiner
- MIZELLE HOWARD, DEZMONA JULYE
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Current trademark owner
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Owner
Philadelphia, PA, US
Philadelphia, PA, US
Philadelphia, PA, US
CONCORD, CA, 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 |
|---|---|---|---|
| 036 | 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 | ACTIVE | Jun 1, 2022 |
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 Efficient Advisors, LLC
- Other trademarks owned by Efficient Advisors, LLC
- Other trademarks owned by ASSETMARK, INC.
- Other trademarks in Class 036
- Similar marks named E EFFICIENT ADVISORS
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 12, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| 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 16, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Dec 16, 2025 | 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. |
| Oct 28, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 28, 2025 | 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. |
| Oct 22, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 26, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 26, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 26, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 26, 2025 | 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. |
| Sep 22, 2025 | 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. |
| Sep 22, 2025 | 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. |
| Sep 22, 2025 | 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. |
| Aug 22, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 11, 2025 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Aug 11, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 24, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 24, 2025 | NWAP | NEW APPLICATION ENTERED | — |