REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/27/2026
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Official data from USPTO
EFFICIENT PORTFOLIOS
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
EFFICIENT PORTFOLIOS
ST13
US500000087304349Class
35
Filing
87304349
Registration
6430750
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
63
Latest update
07/27/2026
Trademark type
Word
Nice classes
35
Filing date
01/17/2017
Registration date
07/27/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/27/2021
Last transaction
07/27/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
Drawing code
4
Owner type
01
Owner location
Scarborough, Ontario, CA
Examiner
RITTNER, HANNO I
Law office
N10
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Caskie, Sean
Representatives
Rebecca Kupfer Shift Law Professional Corporation
Technical classification
Nice Classes
Class 35
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Referral and affiliate marketing services in the field of financial and investment services
Publications
History of USPTO decisions and trademark events.
63 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/11/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/11/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/11/2024
WOAG
WITHDRAWAL OF ATTORNEY GRANTED
03/01/2024
WOAR
TEAS WITHDRAWAL OF ATTORNEY RECEIVED
03/01/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/29/2024
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
02/29/2024
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
02/29/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
07/27/2021
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/11/2021
PUBO
PUBLISHED FOR OPPOSITION
05/11/2021
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/21/2021
ADBS
1(B) BASIS DELETED; NEW BASIS REQUESTED
04/06/2021
MREI
NOTICE OF REINSTATEMENT E-MAILED
04/02/2021
PCBG
PETITION TO DIRECTOR - CHANGE BASIS - GRANTED
04/01/2021
REIN
REINSTATED
04/01/2021
APET
ASSIGNED TO PETITION STAFF
04/01/2021
MAB6
ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
03/01/2021
ABN6
ABANDONMENT - NO USE STATEMENT FILED
03/01/2021
IUCN
NOTICE OF ALLOWANCE CANCELLED
01/25/2021
TPDR
TEAS PETITION TO DIRECTOR RECEIVED
01/14/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
08/08/2020
EX5G
SOU EXTENSION 5 GRANTED
08/07/2020
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
08/06/2020
EXT5
SOU EXTENSION 5 FILED
07/15/2020
EEXT
SOU TEAS EXTENSION RECEIVED
07/15/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
01/18/2020
EX4G
SOU EXTENSION 4 GRANTED
01/16/2020
EXT4
SOU EXTENSION 4 FILED
01/16/2020
EEXT
SOU TEAS EXTENSION RECEIVED
01/16/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/08/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/08/2019
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
07/24/2019
EX3G
SOU EXTENSION 3 GRANTED
07/22/2019
EXT3
SOU EXTENSION 3 FILED
07/22/2019
EEXT
SOU TEAS EXTENSION RECEIVED
07/22/2019
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/22/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/22/2019
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/31/2019
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
12/08/2018
EX2G
SOU EXTENSION 2 GRANTED
12/06/2018
EXT2
SOU EXTENSION 2 FILED
12/06/2018
EEXT
SOU TEAS EXTENSION RECEIVED
12/06/2018
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
07/17/2018
EX1G
SOU EXTENSION 1 GRANTED
07/13/2018
EXT1
SOU EXTENSION 1 FILED
07/13/2018
EEXT
SOU TEAS EXTENSION RECEIVED
07/13/2018
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
01/23/2018
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/28/2017
PUBO
PUBLISHED FOR OPPOSITION
11/28/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/08/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/13/2017
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/12/2017
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/11/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/11/2017
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/11/2017
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
04/14/2017
GNRT
NON-FINAL ACTION E-MAILED
04/14/2017
CNRT
NON-FINAL ACTION WRITTEN
04/14/2017
DOCK
ASSIGNED TO EXAMINER
04/12/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/25/2017
NWAP
NEW APPLICATION ENTERED
01/20/2017
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