E89R
TEAS SECTION 8 & 9 RECEIVED
08/03/2026
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Official data from USPTO
1040 ANALYST
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
1040 ANALYST
ST13
US500000086529660Class
16, 36
Filing
86529660
Registration
5010645
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
56
Latest update
08/03/2026
Trademark type
Word
Nice classes
16, 36
Filing date
02/10/2015
Registration date
08/02/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/06/2023
Last transaction
08/03/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
1989-04-00
First use in commerce
1989-04-00
Drawing code
4
Owner type
03
Owner location
IRVING, TX, US
Examiner
EISNACH, MICHAEL PATRICK
Law office
L40
Current location
TMEG LAW OFFICE 104
Holders and representatives
Holders
AVANTAX WEALTH MANAGEMENT, INC.
H.D. Vest, Inc.
Representatives
Dyan Finguerra-DuCharme Pryor Cashman LLP
Technical classification
Nice Classes
Class 16Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 16
Printed materials and reportsmarketing and educational materials and reports in the fields of professional money management servicesinvestment management servicesinvestment account management servicesfinancial planning for retirementfinancial planningestate planningfinancial portfolio managementfinancial investment brokeragesecurities brokeragestock brokerageinsurance brokeragefinancial information; Printed financial services reports to financial services representatives; Printed materials in the nature of brochurespamphlets and reports identifying investment and planning opportunities by using federal tax returns
Class 36
Investment servicesprofessional money management servicesinvestment management servicesinvestment account management services; investment account management servicescustomizable brokerage accounts consisting of mutual funds and individual securities; investment account management servicesfund management services for high-net-worth portfolios using select mutual funds as investment vehicles for various asset classes; financial planning for retirement; financial planning; estate planning; financial portfolio management; financial investment brokerage; securities brokerage; stock brokerage services; insurance servicesinsurance brokerage; providing financial information; providing information and advice in the field of professional money management servicesinvestment management servicesinvestment account management servicesfinancial planning for retirementfinancial planningestate planningfinancial portfolio managementfinancial investment brokeragesecurities brokeragestock brokerageinsurance brokeragefinancial informationinvestment and planning opportunities by using federal tax returns; providing financial services forms to financial services representatives distributed onlineproviding an Internet website portal in the field of financial services for distributing financial services forms for financial services representatives; providing financial services forms to financial services representatives distributed onlineproviding a website featuring information in the field of financial services in the nature of financial services forms for financial services representatives
Publications
History of USPTO decisions and trademark events.
56 publications found
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
08/02/2025
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
12/18/2023
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
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
06/06/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
06/06/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/23/2023
E815
TEAS SECTION 8 & 15 RECEIVED
11/09/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
08/02/2021
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/26/2020
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
05/15/2019
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
R.PR
REGISTERED-PRINCIPAL REGISTER
08/02/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/17/2016
PUBO
PUBLISHED FOR OPPOSITION
05/17/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/27/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/08/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/08/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/08/2016
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
04/07/2016
DPCC
DIVISIONAL PROCESSING COMPLETE
03/23/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/17/2016
DRRR
DIVISIONAL REQUEST RECEIVED
03/16/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/16/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/16/2016
ERTD
TEAS REQUEST TO DIVIDE RECEIVED
03/16/2016
GAUN
NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
02/29/2016
GAUD
NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
02/29/2016
NAUD
REPORT UNRESPONSIVE AMENDMENT - COMPLETED
02/29/2016
INCD
ITU OFFICE ACTION ISSUED FOR DIVISIONAL REQUEST
02/29/2016
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
02/29/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/22/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/22/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/22/2016
ERTD
TEAS REQUEST TO DIVIDE RECEIVED
02/22/2016
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
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/03/2015
GNRT
NON-FINAL ACTION E-MAILED
12/03/2015
CNRT
NON-FINAL ACTION WRITTEN
12/03/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/03/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/02/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/02/2015
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/20/2015
GNRT
NON-FINAL ACTION E-MAILED
05/20/2015
CNRT
NON-FINAL ACTION WRITTEN
05/20/2015
DOCK
ASSIGNED TO EXAMINER
05/18/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/24/2015
NWAP
NEW APPLICATION ENTERED
02/13/2015
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