THE EFFICIENT PORTFOLIO Trademark 90840818

Trademark: 90840818

Word

THE EFFICIENT PORTFOLIO

Status

Registered

Status Code

700

Status Date

Tuesday, January 10, 2023

Serial Number

90840818

Registration Number

6951692

Registration Date

Tuesday, January 10, 2023

Mark Type

4000

Filing Date

Wednesday, July 21, 2021

Trademark Owner History

U.S. Private Wealth, LLC - Original Registrant

Classifications

36 Financial portfolio analysis services; Financial portfolio management; Financial management in the field of investment portfolios; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

"PORTFOLIO"

Trademark Events

Jan 10, 2023

Notice Of Registration Confirmation Emailed

Jan 10, 2023

Registered-Supplemental Register

Dec 8, 2022

Law Office Publication Review Completed

Dec 1, 2022

Assigned To Lie

Nov 16, 2022

Approved For Registration Supplemental Register

Nov 16, 2022

Examiner's Amendment Entered

Nov 16, 2022

Notification Of Examiners Amendment E-Mailed

Nov 16, 2022

Examiners Amendment E-Mailed

Nov 16, 2022

Examiners Amendment -Written

Aug 24, 2022

Teas/Email Correspondence Entered

Aug 24, 2022

Correspondence Received In Law Office

Aug 24, 2022

Teas Response To Office Action Received

Apr 21, 2022

Notification Of Non-Final Action E-Mailed

Apr 21, 2022

Non-Final Action E-Mailed

Apr 21, 2022

Non-Final Action Written

Apr 14, 2022

Assigned To Examiner

Sep 22, 2021

New Application Office Supplied Data Entered In Tram

Jul 24, 2021

New Application Entered In Tram

IWILL ADVOCATES

HAZELWOOD DOODLES

Trademark Alertz updated from USPTO on 2030-01-24