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Efficient Advisors, LLC

Active Philadelphia, PA

Efficient Advisors, LLC Overview

Efficient Advisors, LLC filed as a Foreign Limited Liability Company (LLC) in the State of Texas on Tuesday, January 12, 2016 and is approximately ten years old, according to public records filed with Texas Secretary of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.

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Name
Mark Klein 1 ~ Background Report ~	Chairman
Gerrit Fedele 1 ~ Background Report ~	CFO
Zachary Shepard ~ Background Report ~	Cro
Sabrina Williams ~ Background Report ~	COO
Lawain McNeil ~ Background Report ~	Cso

Efficient Advisors, LLC lists three other companies as an officer in their company. It is not uncommon for one company to hold a position in another company.

Name	Status	Role
Fsg Partners LLC	Inactive	Governing Person
Jjcc Financial Inc Formerly Discipl	Inactive	Governing Person
Fidcuciary Services Group LLC	Inactive	Governing Person

Texas Secretary of State

Filing Type:	Foreign Limited Liability Company (LLC)
Status:	Active In existence
State:	Texas
State ID:	802367632
Date Filed:	Tuesday, January 12, 2016

Corporate Notes

Source	Date	Type	Note
	1/12/2016	Application for Registration
	12/31/2017	Public Information Report (PIR)
	12/31/2018	Public Information Report (PIR)
	12/31/2019	Public Information Report (PIR)
	12/31/2020	Public Information Report (PIR)

Trademarks for Efficient Advisors, LLC

	Disciplined Wealth Strategies Serial Number: 86972621 Drawing Code: 4000
	Disciplined Wealth Portfolios Serial Number: 86972626 Drawing Code: 4000
	Smart Investing Simplified Serial Number: 86667134 Drawing Code: 4000
	Efficient Advisors Serial Number: 86133848 Drawing Code: 3000