ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
08/12/2026
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Official data from USPTO
EFFICIENT ADVISORS
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Active USPTO registrationType: WordOffice: US
Quick snapshot
EFFICIENT ADVISORS
ST13
US500000077950855Class
35
Filing
77950855
Registration
4222284
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
51
Latest update
08/12/2026
Trademark type
Word
Nice classes
35
Filing date
03/04/2010
Registration date
10/09/2012
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/03/2022
Last transaction
08/12/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
03/27/2009
First use in commerce
03/27/2009
Drawing code
4
Owner type
03
Owner location
CONCORD, CA, US
Examiner
SOMERVILLE, ARETHA CHARESE
Law office
L70
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
ASSETMARK, INC.
EFFICIENT ADVISORS, LLC
Representatives
Sharoni S. Finkelstein Venable LLP
Technical classification
Nice Classes
Class 35
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
FINANCIAL ASSET MANAGEMENT; FINANCIAL INVESTMENT AND ADVISORY SERVICES; FINANCIAL SERVICESADMINISTRATION OF TRANSACTIONS INVOLVING FUNDS DRAWN FROM SECURITIES; STOCKSFUNDSEQUITIESBONDSCASHOTHER TYPES OF FINANCIAL INVESTMENTS IN RETIREMENT PLANS USING A CREDIT OR DEBIT CARD OVER A GLOBAL DATA NETWORK; FINANCIAL PLANNINGADVISORYMANAGEMENT SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; FINANCIAL PORTFOLIO MANAGEMENT; FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT
Publications
History of USPTO decisions and trademark events.
51 publications found
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
01/22/2026
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
12/24/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/24/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/24/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/24/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/23/2025
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
03/03/2022
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
03/03/2022
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
03/03/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/03/2022
E89R
TEAS SECTION 8 & 9 RECEIVED
10/13/2021
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
10/09/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/28/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/28/2019
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
10/23/2018
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
10/23/2018
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/23/2018
E815
TEAS SECTION 8 & 15 RECEIVED
10/09/2018
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/09/2018
COC.
CORRECTION UNDER SECTION 7 - PROCESSED
10/10/2017
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
09/14/2017
PRAM
POST REGISTRATION ACTION MAILED - SEC. 7
08/31/2017
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/28/2017
ES7R
TEAS SECTION 7 REQUEST RECEIVED
08/11/2017
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/11/2017
R.PR
REGISTERED-PRINCIPAL REGISTER
10/09/2012
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
09/06/2012
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
09/05/2012
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
08/29/2012
SUPC
STATEMENT OF USE PROCESSING COMPLETE
07/02/2012
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
06/29/2012
IUAF
USE AMENDMENT FILED
06/13/2012
EISU
TEAS STATEMENT OF USE RECEIVED
06/13/2012
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
12/13/2011
PUBO
PUBLISHED FOR OPPOSITION
10/18/2011
NPUB
NOTICE OF PUBLICATION
09/28/2011
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
09/11/2011
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/07/2011
RCCK
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
07/25/2011
ALIE
ASSIGNED TO LIE
07/20/2011
CNSL
LETTER OF SUSPENSION MAILED
01/19/2011
CNSL
SUSPENSION LETTER WRITTEN
01/18/2011
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/18/2010
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/17/2010
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/17/2010
CNRT
NON-FINAL ACTION MAILED
06/17/2010
CNRT
NON-FINAL ACTION WRITTEN
06/16/2010
DOCK
ASSIGNED TO EXAMINER
06/07/2010
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/09/2010
NWAP
NEW APPLICATION ENTERED
03/08/2010
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