DISCIPLINED WEALTH PORTFOLIOS Trademark
DISCIPLINED WEALTH PORTFOLIOS is a USPTO trademark filed by Efficient Advisors, LLC. Status: Abandoned.
Trademark Facts
| Mark | DISCIPLINED WEALTH PORTFOLIOS |
|---|---|
| Serial Number | 86972626 |
| Status | Abandoned |
| Filing Date | 2016-04-12 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services) |
| Owner | Efficient Advisors, LLC |
| Attorney of Record | David P. Fitzgibbon |
| Prosecution Events | 17 |
| Latest Event | ASCK on 2026-01-22 |
Goods & Services
Class 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; 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