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: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
43
Latest update
08/12/2026
Trademark type
Combined
Nice classes
36
Filing date
12/03/2013
Registration date
03/01/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/13/2021
Last transaction
08/12/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
06/27/2009
First use in commerce
06/27/2009
Drawing code
3
Owner type
03
Owner location
CONCORD, CA, US
Examiner
BELL, MARLENE D
Law office
M90
Current location
TMO LAW OFFICE 118
Mark description
The mark consists of the stylized designs depicting the letters "E","A" formed by three green quadrilaterals to the left of a black triangle above a black quadrilateral, all to the left of a black vertical line. To the right of the black vertical line, the word "EFFICIENT" appears in green above the word "ADVISORS" in black.
Holders and representatives
Holders
ASSETMARK, INC.
Efficient Advisors, LLC
Representatives
Sharoni S. Finkelstein Venable LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
FINANCIAL ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICESFINANCIAL INVESTMENT BROKERAGEFINANCIAL INVESTMENT ANALYSISINVESTMENT MANAGEMENT; FINANCIAL ADVISORY SERVICES; FINANCIAL AND ADMINISTRATIVE SERVICESFINANCIAL CONSULTATIONFINANCIAL ANALYSISFINANCIAL TRUST ADMINISTRATION; FINANCIAL SERVICESADMINISTRATION OF TRANSACTIONS INVOLVING FUNDS DRAWN FROM SECURITIESSTOCKSFUNDSEQUITIESBONDSCASHOTHER 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; ASSET MANAGEMENTCASH MANAGEMENTINVESTMENT MANAGEMENTFINANCIAL RISK MANAGEMENTCAPITAL INVESTMENT CONSULTING
Publications
History of USPTO decisions and trademark events.
43 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
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
03/02/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07/13/2021
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/13/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/13/2021
E815
TEAS SECTION 8 & 15 RECEIVED
03/03/2021
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
03/01/2021
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
R.PR
REGISTERED-PRINCIPAL REGISTER
03/01/2016
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
01/27/2016
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
01/26/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/26/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/26/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/13/2016
CNRT
NON-FINAL ACTION MAILED
09/01/2015
CNRT
SU - NON-FINAL ACTION - WRITTEN
08/31/2015
SUPC
STATEMENT OF USE PROCESSING COMPLETE
08/11/2015
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
08/11/2015
IUAF
USE AMENDMENT FILED
07/22/2015
EISU
TEAS STATEMENT OF USE RECEIVED
07/22/2015
DOCK
ASSIGNED TO EXAMINER
05/21/2015
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
02/03/2015
PUBO
PUBLISHED FOR OPPOSITION
12/09/2014
NPUB
NOTICE OF PUBLICATION
11/19/2014
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
11/01/2014
ALIE
ASSIGNED TO LIE
11/01/2014
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/16/2014
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/23/2014
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/22/2014
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/22/2014
CNRT
NON-FINAL ACTION MAILED
03/20/2014
CNRT
NON-FINAL ACTION WRITTEN
03/19/2014
DOCK
ASSIGNED TO EXAMINER
03/14/2014
MDSC
NOTICE OF DESIGN SEARCH CODE MAILED
12/14/2013
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/13/2013
NWAP
NEW APPLICATION ENTERED
12/06/2013
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