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EFFICIENT INDEXING

50160697 | Trademark citeCite Docket

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Filed Oct. 14, 2026
Serial No. 50160697
Examining Attorney null
Class Financial wealth management services; Financial information and advisory services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 100; 101; 102
EFFICIENT INDEXING
Case Type Service mark
Status New application awaiting assignment to an examining attorney. <a href="https://www.uspto.gov/dashboard/trademarks/application-timeline.html">See current trademark processing wait times </a> for more information.
Last Updated: 5 days, 10 hours ago
Filing Date # Docket Text
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