REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
06/22/2026
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Official data from USPTO
AVANTAX
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
AVANTAX
ST13
US500000088981422Class
16, 35, 36, 41, 42
Filing
88981422
Registration
6398089
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
48
Latest update
06/23/2026
Trademark type
Word
Nice classes
16, 35, 36, 41, 42
Filing date
06/18/2019
Registration date
06/22/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/22/2021
Last transaction
06/23/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
10/01/2019
First use in commerce
10/01/2019
Drawing code
4
Owner type
03
Owner location
Dallas, TX, US
Examiner
CARROLL, DORITT
Law office
M70
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
AVANTAX, INC.
Blucora, Inc.
Representatives
Dyan Finguerra-DuCharme Pryor Cashman LLP
Technical classification
Nice Classes
Class 16Class 35Class 36Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 16
Printed materials and reportseducational materials and reports in the fields of professional money management servicesinvestment and portfolio management servicesfinancial planningestate planningfinancial investment brokeragesecurities brokeragecommodity brokeragestock brokerageinsurance brokerage; Printed reports featuring financial information and financial planning analysis; Printed forms for use by financial services professionals
Class 35
Providing online business and account management information for financial services professionalscommission statementsquarterly reportsclient account information and invoices; Offering a website that provides financial services professionals with business and account management data and reports to support their practices
Class 36
Providing informationadvisoryconsultancyresearch services to financial services professionals in the fields of financial management and financial investment advisory services; Investment account management servicesproviding customizable brokerage accounts consisting of mutual funds and individual securities; Financial management servicesinvestment management services offered to high net worth individuals; Financial portfolio management; Financial investment brokerage; Securities and commodities brokerage; Insurance brokerage; Financial administration of retirement plans; Providing financial and investment portfolio review and analysis; Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial planning servicesproviding information and advice in the fields of retirement planningestate planninginvestment portfolio managementwealth optimization by analyzing an individual's investments in relation to his or her taxable income and tax bracket; Providing financial services forms and research servicesproviding a website for financial services professionals to generate customizable forms for financial and estate planning and to access data and resources related to financial planning; all of the foregoing excluding consumer lendingconsumer loansauto loansstudent loansmortgage lendingconsumer depositsconsumer banking servicescredit card services
Class 41
Educational servicesproviding seminarsclassesworkshopscontinuing education courses in the fields of financial planninginvestinginsurancefinancial portfolio managementestate planningprofessional money managementfinancial investment brokeragebusiness managementbusiness developmentmarketingsales methodsleadershipcustomer relationship managementtechnology to support financial services professionals; Professional coaching programsconducting workshops concerning investment portfolio management for financial and investment advisors; Providing online articlesreportswhite papers in the fields of financial advising and investing
Class 42
Providing online non-downloadable software to financial services professionals for the creation and presentation of assessment reports and financial plans; Providing online non-downloadable software for the preparation of legal documentswills and estate planning documents; Providing a website featuring online non-downloadable software in the financial planning fieldsoftware as a service (SAAS) featuring software for use by financial services professionals to designassessmanagereport financial plansconduct financial and investment transactionsassess and manage financial portfolios and investments; Computer servicescreating online network-based indexes of informationsitesother resources related to financial services; Computer technology support serviceshelp desk support services; all of the foregoing excluding consumer lendingconsumer loansauto loansstudent loansmortgage lendingconsumer depositsconsumer banking servicescredit card services
Publications
History of USPTO decisions and trademark events.
48 publications found
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
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
05/10/2023
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/15/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
06/22/2021
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
05/18/2021
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
05/17/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
04/24/2021
SUPC
STATEMENT OF USE PROCESSING COMPLETE
04/23/2021
DPCC
DIVISIONAL PROCESSING COMPLETE
04/23/2021
EX1G
SOU EXTENSION 1 GRANTED
04/23/2021
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
11/18/2020
IUAF
USE AMENDMENT FILED
11/09/2020
DRRR
DIVISIONAL REQUEST RECEIVED
11/09/2020
EXT1
SOU EXTENSION 1 FILED
11/09/2020
ERTD
TEAS REQUEST TO DIVIDE RECEIVED
11/09/2020
EISU
TEAS STATEMENT OF USE RECEIVED
11/09/2020
EEXT
SOU TEAS EXTENSION RECEIVED
11/09/2020
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
10/06/2020
TMBN
TTAB RELEASE CASE TO TRADEMARKS
08/25/2020
OP.T
OPPOSITION TERMINATED NO. 999999
08/25/2020
OP.D
OPPOSITION DISMISSED NO. 999999
08/25/2020
OP.I
OPPOSITION INSTITUTED NO. 999999
04/01/2020
ETOF
EXTENSION OF TIME TO OPPOSE RECEIVED
12/27/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/03/2019
PUBO
PUBLISHED FOR OPPOSITION
12/03/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/13/2019
ALIE
ASSIGNED TO LIE
10/30/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/25/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
10/25/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
10/25/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
10/25/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
10/25/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/04/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/02/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/02/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/10/2019
GNRT
NON-FINAL ACTION E-MAILED
09/10/2019
CNRT
NON-FINAL ACTION WRITTEN
09/10/2019
DOCK
ASSIGNED TO EXAMINER
09/09/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/28/2019
NWAP
NEW APPLICATION ENTERED
06/21/2019
Continuous trademark protection
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