Trademark Search  /  DISCIPLINED WEALTH STRATEGIES

DISCIPLINED WEALTH STRATEGIES

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U.S. federal trademark · Serial No. 87656326 · Reg. No. 5910656

Mark
DISCIPLINED WEALTH STRATEGIES
Status
Registered
Serial Number
87656326
Registration No.
5910656
Filing Date
October 23, 2017
Registration Date
November 12, 2019
Class(es)
Class 036

Owners

ASSETMARK, INC.
03 · CONCORD, CA, US
Efficient Advisors, LLC
16 · Philadelphia, PA, US
Efficient Advisors, LLC
16 · Philadelphia, PA, US

Goods & Services

FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES, NAMELY, FINANCIAL INVESTMENT BROKERAGE, FINANCIAL INVESTMENT ANALYSIS, INVESTMENT MANAGEMENT; FINANCIAL AND ADMINISTRATIVE SERVICES, NAMELY, FINANCIAL CONSULTATION, FINANCIAL ANALYSIS, FINANCIAL TRUST ADMINISTRATION; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS INVOLVING FUNDS DRAWN FROM SECURITIES, STOCKS, FUNDS, EQUITIES, BONDS, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS IN RETIREMENT PLANS

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.