Who owns the E EFFICIENT ADVISORS trademark?

The E EFFICIENT ADVISORS trademark is owned by ASSETMARK, INC..

What class is the E EFFICIENT ADVISORS trademark registered in?

The E EFFICIENT ADVISORS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for E EFFICIENT ADVISORS?

The USPTO serial number for E EFFICIENT ADVISORS is 99100432.

What is the registration number for E EFFICIENT ADVISORS?

E EFFICIENT ADVISORS is registered under USPTO registration number 8065769.

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Updated Oct 25, 2026·10 searches this week

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EEF

USPTO Trademark Record

REGISTERED

E EFFICIENT ADVISORS

SN 99100432·Reg 8065769·Filed Mar 24, 2025

Owner ASSETMARK, INC.

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

E EFFICIENT ADVISORS (Serial No. 99100432), Registration No. 8065769, is a registered US trademark filed on Mar 24, 2025 by ASSETMARK, INC.. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: December 16, 2031

Mark Intelligence

E EFFICIENT ADVISORS (Reg. #8065769) is a registered US trademark that has been protecting its owner, ASSETMARK, INC., since 2025. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Mar 24, 2025

SERIAL

99100432

REG#

8065769

REGISTERED

Dec 16, 2025

Filing Information

StatusREGISTERED

Filing DateMar 24, 2025

Serial Number99100432

Registration No.8065769

Registration DateDec 16, 2025

Status DateDec 16, 2025

Published for OppositionOct 28, 2025

Filing Basis & Declarations

Filed as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jun 01, 2022

First use in commerce: Jun 01, 2022

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.

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Status History

22 events

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Aug 12, 2026

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

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

Dec 24, 2025

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Dec 24, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Dec 24, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Dec 24, 2025

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

REGISTERED-PRINCIPAL REGISTER

Dec 16, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Dec 16, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Oct 28, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 28, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 22, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Sep 26, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Sep 26, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Sep 26, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 26, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

NON-FINAL ACTION WRITTEN

Sep 22, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Sep 22, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Sep 22, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Aug 22, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Aug 11, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Aug 11, 2025

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Mar 24, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Mar 24, 2025

APPLICATION FILING RECEIPT MAILED

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