ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
08/12/2026
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Official data from USPTO
DISCIPLINED WEALTH STRATEGIES
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
DISCIPLINED WEALTH STRATEGIES
ST13
US500000087656326Class
36
Filing
87656326
Registration
5910656
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
50
Latest update
08/12/2026
Trademark type
Word
Nice classes
36
Filing date
10/23/2017
Registration date
11/12/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/01/2025
Last transaction
08/12/2026
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
01/01/2018
First use in commerce
01/01/2018
Drawing code
4
Owner type
03
Owner location
CONCORD, CA, US
Examiner
LAVACHE, LINDA M
Current location
Historical data usage
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 INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICESFINANCIAL INVESTMENT BROKERAGEFINANCIAL INVESTMENT ANALYSISINVESTMENT MANAGEMENT; FINANCIAL AND ADMINISTRATIVE SERVICESFINANCIAL CONSULTATIONFINANCIAL ANALYSISFINANCIAL TRUST ADMINISTRATION; FINANCIAL SERVICESADMINISTRATION OF TRANSACTIONS INVOLVING FUNDS DRAWN FROM SECURITIESSTOCKSFUNDSEQUITIESBONDSCASHOTHER TYPES OF FINANCIAL INVESTMENTS IN RETIREMENT PLANS
Publications
History of USPTO decisions and trademark events.
50 publications found
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
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
05/01/2025
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
05/01/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/30/2025
ES8R
TEAS SECTION 8 RECEIVED
11/18/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/12/2024
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
11/12/2019
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
10/07/2019
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
10/01/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/01/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/01/2019
ALIE
ASSIGNED TO LIE
09/30/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/23/2019
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/20/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/20/2019
GAUN
NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
09/20/2019
GAUD
NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
09/20/2019
NAUD
REPORT UNRESPONSIVE AMENDMENT - COMPLETED
09/20/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/19/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/18/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/18/2019
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
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/21/2019
GNRT
NON-FINAL ACTION E-MAILED
03/21/2019
CNRT
NON-FINAL ACTION WRITTEN
03/21/2019
AAUA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
02/01/2019
IUAA
USE AMENDMENT ACCEPTED
01/31/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/29/2019
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
01/29/2019
IUAF
USE AMENDMENT FILED
01/29/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/28/2019
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
01/28/2019
EAAU
TEAS AMENDMENT OF USE RECEIVED
01/28/2019
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
07/28/2018
GNFR
FINAL REFUSAL E-MAILED
07/28/2018
CNFR
FINAL REFUSAL WRITTEN
07/28/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/07/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/06/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/06/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/06/2018
GNRT
NON-FINAL ACTION E-MAILED
01/06/2018
CNRT
NON-FINAL ACTION WRITTEN
01/06/2018
DOCK
ASSIGNED TO EXAMINER
01/04/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/01/2017
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