Who owns the DISCIPLINED PORTFOLIO ADVISOR trademark?

The DISCIPLINED PORTFOLIO ADVISOR trademark is owned by FIDUCIENT ADVISORS LLC.

What class is the DISCIPLINED PORTFOLIO ADVISOR trademark registered in?

The DISCIPLINED PORTFOLIO ADVISOR trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for DISCIPLINED PORTFOLIO ADVISOR?

The USPTO serial number for DISCIPLINED PORTFOLIO ADVISOR is 78958734.

What is the registration number for DISCIPLINED PORTFOLIO ADVISOR?

DISCIPLINED PORTFOLIO ADVISOR is registered under USPTO registration number 3248763.

DIS

USPTO Trademark Record

REGISTERED

DISCIPLINED PORTFOLIO ADVISOR

SN 78958734·Reg 3248763·Filed Aug 23, 2006

Owner FIDUCIENT ADVISORS LLC

Financial, monetary and banking services; insurance services; real estate services.

DISCIPLINED PORTFOLIO ADVISOR (Serial No. 78958734), Registration No. 3248763, is a registered US trademark filed on Aug 23, 2006 by FIDUCIENT ADVISORS LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

renewal 20y period: May 31, 2027243 days remaining

Mark Intelligence

DISCIPLINED PORTFOLIO ADVISOR (Reg. #3248763) is a registered US trademark that has been protecting its owner, FIDUCIENT ADVISORS LLC, since 2006. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services..

FILED

Aug 23, 2006

SERIAL

78958734

REG#

3248763

REGISTERED

May 29, 2007

Owner

Applicant

FIDUCIENT ADVISORS LLC

Entity

LLC

State

Address

500 W. MADISON STREET, 32ND FLOOR, CHICAGO, IL, 60661

Country

Attorney

NameEdward C. Meagher

Law firm

Edward C. Meagher Carter, Deluca, & Farrell, LLP

Docket

3895-2

Address

576 Broad Hollow Road, Melville, NY 11747, United States

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Filing Information

StatusREGISTERED

Filing DateAug 23, 2006

Serial Number78958734

Registration No.3248763

Registration DateMay 29, 2007

Status DateAug 20, 2016

Mark TypeStandard characters

Attorney Docket3895-2

Status DescriptionLive and registered, renewed

Filing Signals

FILED

2006

YEARS AGO

20y

CLASSES

MADRID FILINGS

—

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jul 22, 2006

First use in commerce: Jul 22, 2006

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

36 events

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

May 29, 2026

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Apr 10, 2026

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Apr 10, 2026

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Apr 10, 2026

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 10, 2026

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Apr 10, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Sep 10, 2025

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Nov 16, 2020

TEAS CHANGE OF OWNER ADDRESS RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Nov 16, 2020

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Nov 16, 2020

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Nov 16, 2020

TEAS CHANGE OF CORRESPONDENCE RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Nov 16, 2020

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Aug 20, 2016

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Aug 20, 2016

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Aug 20, 2016

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Aug 20, 2016

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

May 29, 2016

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

TEAS SECTION 8 & 9 RECEIVED

May 29, 2016

TEAS SECTION 8 & 9 RECEIVED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jan 24, 2014

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jan 24, 2014

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 16, 2012

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Jun 16, 2012

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Jun 16, 2012

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

TEAS SECTION 8 RECEIVED

Jun 02, 2012

TEAS SECTION 8 RECEIVED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 02, 2009

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-SUPPLEMENTAL REGISTER

May 29, 2007

REGISTERED-SUPPLEMENTAL REGISTER

LAW OFFICE PUBLICATION REVIEW COMPLETED

Apr 10, 2007

LAW OFFICE PUBLICATION REVIEW COMPLETED

ASSIGNED TO LIE

Apr 09, 2007

ASSIGNED TO LIE

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Mar 19, 2007

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

TEAS/EMAIL CORRESPONDENCE ENTERED

Mar 15, 2007

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Mar 14, 2007

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Mar 14, 2007

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION WRITTEN

Jan 31, 2007

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jan 31, 2007

NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jan 18, 2007

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Aug 28, 2006

NEW APPLICATION ENTERED

DISCIPLINED PORTFOLIO ADVISOR

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