Who owns the DISCIPLINED WEALTH STRATEGIES trademark?

The DISCIPLINED WEALTH STRATEGIES trademark is owned by ASSETMARK, INC..

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 87656326.

What is the registration number for DISCIPLINED WEALTH STRATEGIES?

DISCIPLINED WEALTH STRATEGIES is registered under USPTO registration number 5910656.

DISCIPLINED WEALTH STRATEGIES - Owned by ASSETMARK, INC. - (Class 036)

What to file next

Section 9 renewal, filed with a Section 8 declaration

When: Due between the ninth and tenth anniversary of registration, then before each tenth anniversary after that.
Extensions and grace: A six-month grace period follows, with an added per-class fee.
If it is missed: A missed renewal cancels the registration, and there is no revival route for it.

How Section 9 renewal works

General information about USPTO practice, not legal advice. The register is the authority, and a filing that has not yet posted can change what is owed.

Full Goods & Services

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 01, 2018

First use in commerce: Jan 01, 2018

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 ClaimedUse Application CurrentlySection 8 Accepted

Status History

50 events

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Aug 12, 2026

Code ASGN

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

Dec 24, 2025

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Dec 24, 2025

Code ARAA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Dec 24, 2025

Code TCCA

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Dec 24, 2025

Code EWAF

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Dec 23, 2025

Code ASCK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

May 01, 2025

Code 8.OK

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

May 01, 2025

Code NAS8

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Apr 30, 2025

Code APRE

TEAS SECTION 8 RECEIVED

Nov 18, 2024

Code ES8R

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Nov 12, 2024

Code REM1

REGISTERED-SUPPLEMENTAL REGISTER

Nov 12, 2019

Code R.SR

LAW OFFICE PUBLICATION REVIEW COMPLETED

Oct 07, 2019

Code PREV

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 01, 2019

Code CRFA

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 01, 2019

Code TEME

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Oct 01, 2019

Code CNTA

ASSIGNED TO LIE

Sep 30, 2019

Code ALIE

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Sep 23, 2019

Code TROA

REPORT UNRESPONSIVE AMENDMENT - COMPLETED

Sep 20, 2019

Code NAUD

NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED

Sep 20, 2019

Code GAUD

NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED

Sep 20, 2019

Code GAUN

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

Sep 20, 2019

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Sep 20, 2019

Code ARAA

TEAS/EMAIL CORRESPONDENCE ENTERED

Sep 19, 2019

Code TEME

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Sep 18, 2019

Code TROA

CORRESPONDENCE RECEIVED IN LAW OFFICE

Sep 18, 2019

Code CRFA

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

Aug 28, 2019

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Aug 28, 2019

Code ARAA

NON-FINAL ACTION WRITTEN

Mar 21, 2019

Code CNRT

NON-FINAL ACTION E-MAILED

Mar 21, 2019

Code GNRT

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 21, 2019

Code GNRN

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

Feb 01, 2019

Code AAUA

USE AMENDMENT ACCEPTED

Jan 31, 2019

Code IUAA

USE AMENDMENT FILED

Jan 29, 2019

Code IUAF

AMENDMENT TO USE PROCESSING COMPLETE

Jan 29, 2019

Code AUPC

TEAS/EMAIL CORRESPONDENCE ENTERED

Jan 29, 2019

Code TEME

TEAS AMENDMENT OF USE RECEIVED

Jan 28, 2019

Code EAAU

TEAS REQUEST FOR RECONSIDERATION RECEIVED

Jan 28, 2019

Code ERFR

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jan 28, 2019

Code CRFA

FINAL REFUSAL WRITTEN

Jul 28, 2018

Code CNFR

FINAL REFUSAL E-MAILED

Jul 28, 2018

Code GNFR

NOTIFICATION OF FINAL REFUSAL EMAILED

Jul 28, 2018

Code GNFN

TEAS/EMAIL CORRESPONDENCE ENTERED

Jul 07, 2018

Code TEME

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jul 06, 2018

Code TROA

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jul 06, 2018

Code CRFA

NON-FINAL ACTION WRITTEN

Jan 06, 2018

Code CNRT

NON-FINAL ACTION E-MAILED

Jan 06, 2018

Code GNRT

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jan 06, 2018

Code GNRN

ASSIGNED TO EXAMINER

Jan 04, 2018

Code DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Nov 01, 2017

Code NWOS

Other Marks by ASSETMARK, INC.

Additional USPTO filings from the same owner.

ASS

ASSETMARK CD PLUS

99282997

AssetMark, Inc.

REGISTERED

EEF

E EFFICIENT ADVISORS

99100432

ASSETMARK, INC.

REGISTERED

ASS

ASSETMARK

86137653

AssetMark, Inc.

REGISTERED

SAV

SAVOS

86137667

AssetMark, Inc.

REGISTERED

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

Recently filed and registered marks in the same international class.

DIS

DISCIPLINED WEALTH STRATEGIES

86972621

Efficient Advisors, LLC

ABANDONED

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 Sharoni S. Finkelstein

Additional USPTO filings handled by the same attorney of record.

SHO

SHOPKINS

79182083

REGISTERED

PET

PETKINS

79169513

REGISTERED

COZ

COZY DOZYS

88295693

REGISTERED

GOO

GOO JIT ZU

99738077

REGISTERED

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DISCIPLINED WEALTH STRATEGIES

What to file next

Full Goods & Services

Filing Basis & Declarations

Other Marks by ASSETMARK, INC.

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

Other Marks by Sharoni S. Finkelstein

Get pre-filing clearance

Search 14M+ trademarks

Run a conflict check

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