REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
12/15/2025
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Official data from USPTO
TAX-LOSS HARVESTER
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
TAX-LOSS HARVESTER
ST13
US500000088776558Class
42
Filing
88776558
Registration
6224012
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
31
Latest update
12/16/2025
Trademark type
Word
Nice classes
42
Filing date
01/28/2020
Registration date
12/15/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/15/2020
Last transaction
12/16/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
First use anywhere
11/12/2019
First use in commerce
11/12/2019
Drawing code
4
Owner type
16
Owner location
DALLAS, TX
Examiner
BERLIN,JUSTIN E
Law office
N70
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
AWM DATA, LLC
TaxSmart Research, LLC
Representatives
Dyan Finguerra-DuCharme Pryor Cashman LLP
Technical classification
Nice Classes
Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 42
Onlinenon-downloadable software for use by financial services professionals in their wealth management practices to identify investment strategies and conduct financial and investment transactions and assessments for their clients
Publications
History of USPTO decisions and trademark events.
31 publications found
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
07/04/2024
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
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
12/28/2022
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
12/15/2020
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
11/12/2020
ALIE
ASSIGNED TO LIE
11/11/2020
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
11/10/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
11/10/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
11/10/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
11/10/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
11/10/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/03/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/02/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/02/2020
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
10/16/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/16/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/16/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/16/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
10/16/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/04/2020
GNRT
NON-FINAL ACTION E-MAILED
05/04/2020
CNRT
NON-FINAL ACTION WRITTEN
05/04/2020
DOCK
ASSIGNED TO EXAMINER
04/15/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/03/2020
NWAP
NEW APPLICATION ENTERED
01/31/2020
Continuous trademark protection
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