E89R
TEAS SECTION 8 & 9 RECEIVED
07/17/2026
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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
US500000086978636Class
41
Filing
86978636
Registration
4970809
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
57
Latest update
07/17/2026
Trademark type
Word
Nice classes
41
Filing date
02/10/2015
Registration date
05/31/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/18/2023
Last transaction
07/17/2026
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Supplemental Register
First use anywhere
2013-04-00
First use in commerce
2013-04-00
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 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 41
Education servicesproviding seminarsmentoringclasses and workshops in the field of investinginvestmentsinvestment managementinsurance servicesfinancial planningfinancial portfolio managementestate planningprofessional money managementfinancial investment brokeragefinancial analysisbusiness managementbusiness developmentmarketingpromotionsalessales methodsleadershipcustomer relationship management and technology
Publications
History of USPTO decisions and trademark events.
57 publications found
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/01/2025
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
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
05/18/2023
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
05/18/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/18/2023
ES8R
TEAS SECTION 8 RECEIVED
11/08/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/31/2021
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
07/22/2020
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/26/2020
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.SR
REGISTERED-SUPPLEMENTAL REGISTER
05/31/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
04/28/2016
ALIE
ASSIGNED TO LIE
04/15/2016
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
04/01/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
03/29/2016
ALIE
ASSIGNED TO LIE
03/29/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/29/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
03/29/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/29/2016
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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