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Official data from USPTO

AVANTAX RETIREMENT PLAN SERVICES

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

AVANTAX RETIREMENT PLAN SERVICES

ST13

US500000097364504

Class

36

Filing

97364504

Registration

7072599

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

30

Latest update

12/18/2023

Trademark type

Word

Nice classes

36

Filing date

04/14/2022

Registration date

06/06/2023

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/06/2023

Last transaction

12/18/2023

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

01/01/2021

First use in commerce

01/01/2021

Drawing code

4

Owner type

03

Owner location

Dallas, TX

Examiner

SOUDERS, MICHAEL

Law office

M60

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

AVANTAX, INC.
AVANTAX, INC.
Blucora, Inc.

Representatives

Dyan Finguerra-DuCharme Pryor Cashman LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Retirement plan services for employersfinancial administration of customized employee retirement plans; investment management; providing financial retirement plan consulting services to employers on designing and administering an employee retirement plan; financial administration of retirement plansadministering employee enrollmentdetermining plan eligibilitymonitoring payroll contributionprocessing participant loansprocessing participant withdrawalspreparing tax reportsperforming vesting calculationsaccount valuationsprofit-sharing and employer match contributions

Publications

History of USPTO decisions and trademark events.

30 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

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

06/06/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

06/06/2023

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

05/10/2023

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/21/2023

PUBO

PUBLISHED FOR OPPOSITION

03/21/2023

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

03/01/2023

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

02/15/2023

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

02/10/2023

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

02/09/2023

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/08/2023

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

02/08/2023

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

02/08/2023

GNFR

FINAL REFUSAL E-MAILED

02/08/2023

CNFR

FINAL REFUSAL WRITTEN

02/08/2023

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

02/07/2023

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/06/2023

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

02/06/2023

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

02/03/2023

GNRT

NON-FINAL ACTION E-MAILED

02/03/2023

CNRT

NON-FINAL ACTION WRITTEN

02/03/2023

DOCK

ASSIGNED TO EXAMINER

01/31/2023

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

04/20/2022

NWAP

NEW APPLICATION ENTERED

04/18/2022

Continuous trademark protection

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