Who owns the ET EFFICIENT TAX PORTFOLIO OPTIMIZER trademark?

The ET EFFICIENT TAX PORTFOLIO OPTIMIZER trademark is owned by Efficient Tax LLC.

What class is the ET EFFICIENT TAX PORTFOLIO OPTIMIZER trademark registered in?

The ET EFFICIENT TAX PORTFOLIO OPTIMIZER trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for ET EFFICIENT TAX PORTFOLIO OPTIMIZER?

The USPTO serial number for ET EFFICIENT TAX PORTFOLIO OPTIMIZER is 88145551.

What is the registration number for ET EFFICIENT TAX PORTFOLIO OPTIMIZER?

ET EFFICIENT TAX PORTFOLIO OPTIMIZER is registered under USPTO registration number 5855211.

ETE

USPTO Trademark Record

REGISTERED

ET EFFICIENT TAX PORTFOLIO OPTIMIZER

SN 88145551·Reg 5855211·Filed Oct 06, 2018

Owner Efficient Tax LLC

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

ET EFFICIENT TAX PORTFOLIO OPTIMIZER (Serial No. 88145551), Registration No. 5855211, is a registered US trademark filed on Oct 06, 2018 by Efficient Tax LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: September 10, 2029

Mark Intelligence

ET EFFICIENT TAX PORTFOLIO OPTIMIZER (Reg. #5855211) is a registered US trademark that has been protecting its owner, Efficient Tax LLC, since 2018. 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

Oct 06, 2018

SERIAL

88145551

REG#

5855211

REGISTERED

Sep 10, 2019

Owner

Applicant

Efficient Tax LLC

Entity

LLC

State

Address

Suite 203, 1007 West 3rd Avenue, Anchorage, AK, 99501

Country

Attorney

NameAnn M. Bruner

Law firm

Ann M. Bruner Birch Horton Bittner & Cherot

Address

510 L Street, SUITE 700, ANCHORAGE, AK 99501, United States

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Filing Information

StatusREGISTERED

Filing DateOct 06, 2018

Serial Number88145551

Registration No.5855211

Registration DateSep 10, 2019

Status DateOct 02, 2025

Published for OppositionJun 25, 2019

Next RenewalSeptember 10, 2029

Mark TypeDesign with words

Status DescriptionLive and registered, Section 8 and 15 accepted

Filing Signals

FILED

2018

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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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: Mar 02, 2018

First use in commerce: Mar 02, 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.

Status History

26 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Oct 02, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Oct 02, 2025

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Oct 02, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS SECTION 8 & 15 RECEIVED

May 27, 2025

TEAS SECTION 8 & 15 RECEIVED

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

Sep 10, 2024

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

REGISTERED-PRINCIPAL REGISTER

Sep 10, 2019

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Jun 25, 2019

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jun 25, 2019

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jun 05, 2019

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO LIE

May 20, 2019

ASSIGNED TO LIE

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

May 07, 2019

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINERS AMENDMENT E-MAILED

May 07, 2019

EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

May 07, 2019

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

May 07, 2019

APPROVED FOR PUB - PRINCIPAL REGISTER

EXAMINERS AMENDMENT -WRITTEN

May 07, 2019

EXAMINERS AMENDMENT -WRITTEN

ASSIGNED TO EXAMINER

May 06, 2019

ASSIGNED TO EXAMINER

TEAS/EMAIL CORRESPONDENCE ENTERED

Mar 12, 2019

TEAS/EMAIL CORRESPONDENCE ENTERED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Mar 11, 2019

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Mar 11, 2019

TEAS RESPONSE TO OFFICE ACTION RECEIVED

NON-FINAL ACTION WRITTEN

Jan 17, 2019

NON-FINAL ACTION WRITTEN

ASSIGNED TO EXAMINER

Jan 17, 2019

ASSIGNED TO EXAMINER

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jan 17, 2019

NOTIFICATION OF NON-FINAL ACTION E-MAILED

NON-FINAL ACTION E-MAILED

Jan 17, 2019

NON-FINAL ACTION E-MAILED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Oct 18, 2018

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Oct 17, 2018

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Oct 10, 2018

NEW APPLICATION ENTERED

ET EFFICIENT TAX PORTFOLIO OPTIMIZER

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Other Marks by Efficient Tax LLC

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