NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
10/02/2025
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Official data from USPTO
ET EFFICIENT TAX PORTFOLIO OPTIMIZER
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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
26
Latest update
10/03/2025
Trademark type
Combined
Nice classes
36
Filing date
10/06/2018
Registration date
09/10/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/02/2025
Last transaction
10/03/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
03/02/2018
First use in commerce
03/02/2018
Drawing code
3
Owner type
16
Owner location
Anchorage, AK
Examiner
DIBLE,JONATHON I
Current location
Historical data usage
Mark description
The mark consists of the white stylized wording "ET" appearing in a shaded square appearing in various shades of green, all to the left of the stylized wordings "EFFICIENT TAX" above "PORTFOLIO OPTIMIZER" where "TAX" is green and the remaining wording is grey.
Holders and representatives
Holders
Efficient Tax LLC
Representatives
Ann M. Bruner Birch Horton Bittner & Cherot
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial investment analysis and stock research
Publications
History of USPTO decisions and trademark events.
26 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
10/02/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/02/2025
E815
TEAS SECTION 8 & 15 RECEIVED
05/27/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
09/10/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
09/10/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/25/2019
PUBO
PUBLISHED FOR OPPOSITION
06/25/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/05/2019
ALIE
ASSIGNED TO LIE
05/20/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/07/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
05/07/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/07/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
05/07/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/07/2019
DOCK
ASSIGNED TO EXAMINER
05/06/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/12/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/11/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/11/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/17/2019
GNRT
NON-FINAL ACTION E-MAILED
01/17/2019
CNRT
NON-FINAL ACTION WRITTEN
01/17/2019
DOCK
ASSIGNED TO EXAMINER
01/17/2019
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
10/18/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/17/2018
NWAP
NEW APPLICATION ENTERED
10/10/2018
Continuous trademark protection
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