NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
08/27/2024
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Official data from USPTO
AVANTAX INTELLIGENT PLANNING
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
19
Latest update
08/27/2024
Trademark type
Combined
Nice classes
36, 41
Filing date
09/06/2023
Registration date
08/27/2024
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/27/2024
Last transaction
08/27/2024
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
07/31/2023
First use in commerce
07/31/2023
Drawing code
5
Owner type
03
Owner location
Dallas, TX, US
Examiner
SOLANO, CARLITA
Current location
FILE REPOSITORY (FRANCONIA)
Mark description
The mark consists of the word "AVANTAX" with the words "INTELLIGENT PLANNING" appearing below and flush with the right border.
Holders and representatives
Holders
Avantax, Inc.
Representatives
Dyan Finguerra-DuCharme Pryor Cashman LLP
Technical classification
Nice Classes
Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Providing a financial planning program for financial services professionalsproviding strategiesinformationadvice in the fields of tax-focused investingretirement planninginsurance planningfinancial planning for businessesreal estate planningeducational information about financial planningcash flow managementwealth optimization by analyzing an individual's investments and financial plans in relation to his or her taxable income and tax bracket
Class 41
Educational servicesproviding continuing education courses to financial services professionals in the field of financial planninginvestinginsurancefinancial portfolio managementestate planningprofessional money managementfinancial investment brokerage
Publications
History of USPTO decisions and trademark events.
19 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
08/27/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/11/2024
PUBO
PUBLISHED FOR OPPOSITION
06/11/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/22/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/06/2024
XAEC
EXAMINER'S AMENDMENT ENTERED
05/06/2024
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/06/2024
GNEA
EXAMINERS AMENDMENT E-MAILED
05/06/2024
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/06/2024
DOCK
ASSIGNED TO EXAMINER
05/02/2024
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
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/28/2023
NWAP
NEW APPLICATION ENTERED
09/09/2023
Continuous trademark protection
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