EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
12/18/2023
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Official data from USPTO
8 WEALTH MANAGEMENT ISSUES
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
8 WEALTH MANAGEMENT ISSUES
ST13
US500000077429724Class
36
Filing
77429724
Registration
3671163
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
51
Latest update
12/18/2023
Trademark type
Word
Nice classes
36
Filing date
03/24/2008
Registration date
08/18/2009
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/18/2018
Last transaction
12/18/2023
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
05/19/2007
First use in commerce
05/19/2007
Drawing code
4
Owner type
03
Owner location
IRVING, TX
Examiner
LAVACHE, LINDA
Law office
L60
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
AVANTAX WEALTH MANAGEMENT, INC.
H.D. VEST, INC.
Wells Fargo & Company
Representatives
Dyan Finguerra-DuCharme Pryor Cashman LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial investment and insurance servicesinsurance brokerageprofessional money management servicesfinancial planning for retirementfinancial planningestate planningfinancial portfolio managementfinancial investmentsecuritycommodities and stock brokerage services
Publications
History of USPTO decisions and trademark events.
51 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/18/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/18/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/18/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/18/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/18/2023
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/06/2023
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/26/2020
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
05/15/2019
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
12/18/2018
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
12/18/2018
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
12/18/2018
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
12/18/2018
E89R
TEAS SECTION 8 & 9 RECEIVED
12/04/2018
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
08/18/2018
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/14/2018
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/14/2018
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/19/2016
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/19/2016
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
01/27/2016
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
09/02/2015
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
09/02/2015
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/02/2015
ES8R
TEAS SECTION 8 RECEIVED
08/11/2015
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
06/15/2011
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/24/2010
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/24/2010
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
08/18/2009
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
07/15/2009
ALIE
ASSIGNED TO LIE
07/15/2009
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
07/14/2009
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/13/2009
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/13/2009
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/13/2009
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/12/2009
GNRT
NON-FINAL ACTION E-MAILED
01/12/2009
CNRT
NON-FINAL ACTION WRITTEN
01/12/2009
IUAA
USE AMENDMENT ACCEPTED
01/12/2009
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/03/2009
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/03/2009
ALIE
ASSIGNED TO LIE
01/03/2009
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
12/17/2008
IUAF
USE AMENDMENT FILED
12/17/2008
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/16/2008
EAAU
TEAS AMENDMENT OF USE RECEIVED
12/16/2008
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/24/2008
GNRT
NON-FINAL ACTION E-MAILED
06/24/2008
CNRT
NON-FINAL ACTION WRITTEN
06/24/2008
DOCK
ASSIGNED TO EXAMINER
06/20/2008
MPMK
NOTICE OF PSEUDO MARK MAILED
03/28/2008
NWAP
NEW APPLICATION ENTERED
03/27/2008
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