Legal Representation
Attorney
Ann M. Bruner
USPTO Deadlines
Next Deadline
In Grace Period
Section 8 Declaration Due (Principal Register) (Based on registration date 20190910)
Due Date
September 10, 2025
Grace Period Ends
March 10, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
26 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 2, 2025 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Oct 2, 2025 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Oct 2, 2025 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| May 27, 2025 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Sep 10, 2024 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Sep 10, 2019 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jun 25, 2019 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jun 25, 2019 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jun 5, 2019 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| May 20, 2019 | ALIE | A | ASSIGNED TO LIE | Loading... |
| May 7, 2019 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| May 7, 2019 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| May 7, 2019 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| May 7, 2019 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| May 7, 2019 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| May 6, 2019 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Mar 12, 2019 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Mar 11, 2019 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Mar 11, 2019 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jan 17, 2019 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jan 17, 2019 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jan 17, 2019 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jan 17, 2019 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Oct 18, 2018 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Oct 17, 2018 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Oct 10, 2018 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial investment analysis and stock research
First Use Anywhere:
Mar 2, 2018
First Use in Commerce:
Mar 2, 2018
Additional Information
Design Mark
The mark consists of the white stylized wording "ET" appearing in a shaded square appearing in various shades of green, all to the left of the stylized wordings "EFFICIENT TAX" above "PORTFOLIO OPTIMIZER" where "TAX" is green and the remaining wording is grey.
Color Claim
The colors green, white, and grey are claimed as a feature of the mark.
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"TAX PORTFOLIO OPTIMIZER"