E89R
TEAS SECTION 8 & 9 RECEIVED
03/08/2026
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Dado oficial do USPTO
1040 ANALYST
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Active USPTO registrationTipo: VerbalEscritório: US
Snapshot rápido
1040 ANALYST
ST13
US500000086529660Classe
16, 36
Pedido
86529660
Registro
5010645
Diagnóstico de risco e oportunidade
Leitura executiva para decisão de naming, protocolo e monitoramento.
Situação USPTO
Active USPTO registration
Tipo de processo
Pedido e registro
Eventos registrados
56
Atualização mais recente
03/08/2026
Classificação
Registrada
Tipo de marca
Verbal
Classes Nice
16, 36
Data de depósito
10/02/2015
Data de registro
02/08/2016
Data de expiração
-
Ação recomendada
Execute uma análise de colidência completa e valide classes antes de qualquer protocolo ou investimento de marca.
Próximo passo
Esses são os detalhes do processo de registro. Mesmo assim, o monitoramento constante é o que garante tranquilidade de que o seu principal ativo continue protegido.
Dados completos do processo
Campos estruturados da autoridade responsável e do histórico oficial.
Data da situação
06/06/2023
Última transação
03/08/2026
Escritório responsável
United States Patent and Trademark Office
Código da situação
702
Cadastro oficial
Principal Register
Primeiro uso
1989-04-00
Primeiro uso no comércio
1989-04-00
Código do desenho
4
Tipo de titular
03
Localização do titular
IRVING, TX, US
Examinador
EISNACH, MICHAEL PATRICK
Unidade examinadora
L40
Localização atual
TMEG LAW OFFICE 104
Titulares e representantes
Titulares
AVANTAX WEALTH MANAGEMENT, INC.
H.D. Vest, Inc.
Representantes
Dyan Finguerra-DuCharme Pryor Cashman LLP
Classificação técnica
Classes Nice
Classe 16Classe 36
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 16
Printed materials and reportsmarketing and educational materials and reports in the fields of professional money management servicesinvestment management servicesinvestment account management servicesfinancial planning for retirementfinancial planningestate planningfinancial portfolio managementfinancial investment brokeragesecurities brokeragestock brokerageinsurance brokeragefinancial information; Printed financial services reports to financial services representatives; Printed materials in the nature of brochurespamphlets and reports identifying investment and planning opportunities by using federal tax returns
Classe 36
Investment servicesprofessional money management servicesinvestment management servicesinvestment account management services; investment account management servicescustomizable brokerage accounts consisting of mutual funds and individual securities; investment account management servicesfund management services for high-net-worth portfolios using select mutual funds as investment vehicles for various asset classes; financial planning for retirement; financial planning; estate planning; financial portfolio management; financial investment brokerage; securities brokerage; stock brokerage services; insurance servicesinsurance brokerage; providing financial information; providing information and advice in the field of professional money management servicesinvestment management servicesinvestment account management servicesfinancial planning for retirementfinancial planningestate planningfinancial portfolio managementfinancial investment brokeragesecurities brokeragestock brokerageinsurance brokeragefinancial informationinvestment and planning opportunities by using federal tax returns; providing financial services forms to financial services representatives distributed onlineproviding an Internet website portal in the field of financial services for distributing financial services forms for financial services representatives; providing financial services forms to financial services representatives distributed onlineproviding a website featuring information in the field of financial services in the nature of financial services forms for financial services representatives
Publicações
Histórico de despachos e eventos da marca no USPTO.
56 publicações encontradas
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
02/08/2025
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
18/12/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
18/12/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
18/12/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
18/12/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
18/12/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
18/12/2023
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
06/12/2023
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
06/06/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
06/06/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
23/05/2023
E815
TEAS SECTION 8 & 15 RECEIVED
09/11/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
02/08/2021
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
26/02/2020
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
15/05/2019
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
14/05/2018
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
14/05/2018
R.PR
REGISTERED-PRINCIPAL REGISTER
02/08/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
17/05/2016
PUBO
PUBLISHED FOR OPPOSITION
17/05/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
27/04/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/04/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
08/04/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/04/2016
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
07/04/2016
DPCC
DIVISIONAL PROCESSING COMPLETE
23/03/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
17/03/2016
DRRR
DIVISIONAL REQUEST RECEIVED
16/03/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
16/03/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
16/03/2016
ERTD
TEAS REQUEST TO DIVIDE RECEIVED
16/03/2016
GAUN
NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
29/02/2016
GAUD
NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
29/02/2016
NAUD
REPORT UNRESPONSIVE AMENDMENT - COMPLETED
29/02/2016
INCD
ITU OFFICE ACTION ISSUED FOR DIVISIONAL REQUEST
29/02/2016
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
29/02/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
22/02/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
22/02/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
22/02/2016
ERTD
TEAS REQUEST TO DIVIDE RECEIVED
22/02/2016
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
19/02/2016
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
19/02/2016
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
27/01/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/12/2015
GNRT
NON-FINAL ACTION E-MAILED
03/12/2015
CNRT
NON-FINAL ACTION WRITTEN
03/12/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/11/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/11/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/11/2015
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
20/05/2015
GNRT
NON-FINAL ACTION E-MAILED
20/05/2015
CNRT
NON-FINAL ACTION WRITTEN
20/05/2015
DOCK
ASSIGNED TO EXAMINER
18/05/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
24/02/2015
NWAP
NEW APPLICATION ENTERED
13/02/2015
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