Who owns the DISCIPLINED WEALTH STRATEGIES trademark?

The DISCIPLINED WEALTH STRATEGIES trademark is owned by Efficient Advisors, LLC.

What class is the DISCIPLINED WEALTH STRATEGIES trademark registered in?

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

What is the serial number for DISCIPLINED WEALTH STRATEGIES?

The USPTO serial number for DISCIPLINED WEALTH STRATEGIES is 86972621.

What is the registration number for DISCIPLINED WEALTH STRATEGIES?

DISCIPLINED WEALTH STRATEGIES is registered under USPTO registration number 0.

DISCIPLINED WEALTH STRATEGIES - Owned by Efficient Advisors, LLC - (Class 036)

Full Goods & Services

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

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.

Filing Basis & Declarations

Standard Characters Claimed

Status History

17 events

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Jan 22, 2026

Code ASCK

ABANDONMENT NOTICE MAILED - AFTER EX PARTE APPEAL

Jan 08, 2018

Code MAB3

EXPARTE APPEAL TERMINATED

Dec 20, 2017

Code EXPT

ABANDONMENT - AFTER EX PARTE APPEAL

Dec 20, 2017

Code ABN3

EXPARTE APPEAL DISMISSED - FAILURE TO FILE BRIEF

Nov 10, 2017

Code EXFB

EXPARTE APPEAL RECEIVED AT TTAB

Aug 24, 2017

Code EXAF

EX PARTE APPEAL-INSTITUTED

Aug 24, 2017

Code EXPI

FINAL REFUSAL WRITTEN

Feb 24, 2017

Code CNFR

FINAL REFUSAL MAILED

Feb 24, 2017

Code CNFR

TEAS/EMAIL CORRESPONDENCE ENTERED

Feb 01, 2017

Code TEME

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jan 31, 2017

Code TROA

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jan 31, 2017

Code CRFA

NON-FINAL ACTION WRITTEN

Aug 03, 2016

Code CNRT

NON-FINAL ACTION MAILED

Aug 03, 2016

Code CNRT

ASSIGNED TO EXAMINER

Jul 27, 2016

Code DOCK

NEW APPLICATION ENTERED

Apr 15, 2016

Code NWAP

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 15, 2016

Code NWOS

Other Marks by Efficient Advisors, LLC

Additional USPTO filings from the same owner.

DIS

DISCIPLINED WEALTH PORTFOLIOS

87656385

Efficient Advisors, LLC

ABANDONED

EEV

E EVIDENCE BASED ADVISORS

90853365

Efficient Advisors, LLC

ABANDONED

EVI

EVIDENCE BASED ADVISORS

90339017

Efficient Advisors, LLC

ABANDONED

DIS

DISCIPLINED WEALTH PORTFOLIOS

86972626

Efficient Advisors, LLC

ABANDONED

Other Marks in Class 036 — Insurance, financial & real estate services

Recently filed and registered marks in the same international class.

DIS

DISCIPLINED WEALTH STRATEGIES

87656326

ASSETMARK, INC.

REGISTERED

WIE

WIEMANN WEALTH STRATEGIES

88889506

Wiemann Wealth Strategies LLC

REGISTERED

NUC

NUCCIO WEALTH STRATEGIES

99119383

Gary R Nuccio

REGISTERED

ALL

ALLIANCEBERNSTEIN WEALTH STRATEGIES

76547509

ALLIANCEBERNSTEIN L.P.

REGISTERED

Other Marks by David P. Fitzgibbon

Additional USPTO filings handled by the same attorney of record.

PEN

PENTEC

97881078

REGISTERED

SER

SERIOUSLY SIMPLE INVESTING

88805804

REGISTERED

BOD

BODY QUEST

99709636

REGISTERED

ZOR

ZORI

99079669

REGISTERED

Get pre-filing clearance

AI attorney analyzes your proposed mark against USPTO — Go/No-Go verdict, class-by-class risks, and strategy recommendations.

Run clearance

Search 14M+ trademarks

Free USPTO lookups by name, owner, or serial number. No account needed.

Search now

Run a conflict check

Search by serial number, mark name, or logo. See conflicting marks ranked by risk with clear explanations of what contributed.

Run conflict check

DISCIPLINED WEALTH STRATEGIES

Full Goods & Services

Filing Basis & Declarations

Other Marks by Efficient Advisors, LLC

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by David P. Fitzgibbon

Get pre-filing clearance

Search 14M+ trademarks

Run a conflict check

Industries

USPTO Deadlines

Compare

Resources

Company