Trademark Search  /  THE EFFICIENT PORTFOLIO

THE EFFICIENT PORTFOLIO

● Live · Registered

U.S. federal trademark · Serial No. 90840818 · Reg. No. 6951692

Mark
THE EFFICIENT PORTFOLIO
Status
Registered
Serial Number
90840818
Registration No.
6951692
Filing Date
July 21, 2021
Registration Date
January 10, 2023
Class(es)
Class 036

Owners

U.S. Private Wealth, LLC
16 · Palm Beach, FL, US
U.S. Private Wealth, LLC
16 · Palm Beach, FL, US

Goods & Services

Financial portfolio analysis services; Financial portfolio management; Financial management in the field of investment portfolios; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

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