REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10/27/2025
Back to search
Official data from USPTO
TSI TAX-SMART INVESTING
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: CombinedOffice: US
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
29
Latest update
10/28/2025
Classification
Registered
Trademark type
Combined
Nice classes
42
Filing date
01/28/2020
Registration date
10/27/2020
Expiration date
-
Recommended action
Perform a full collision analysis and validate classes before any filing or trademark investment.
Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/27/2020
Last transaction
10/28/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
11/04/2019
First use in commerce
11/04/2019
Drawing code
3
Owner type
16
Owner location
DALLAS, TX
Examiner
BERLIN,JUSTIN E
Law office
N70
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of a parallelogram containing the letters "TSI". Underneath the parallelogram is the phrase "Tax-Smart Investing".
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
Providing use of a web-based platform featuring software tools for use by financial services professionals to identify and develop wealth optimization strategies and investment opportunities that benefit the financial services professionals' clients
Publications
History of USPTO decisions and trademark events.
29 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.PR
REGISTERED-PRINCIPAL REGISTER
10/27/2020
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
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/11/2020
PUBO
PUBLISHED FOR OPPOSITION
08/11/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/22/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/08/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/07/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/06/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/06/2020
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
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
02/04/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/03/2020
NWAP
NEW APPLICATION ENTERED
01/31/2020
Continuous trademark protection
Get notified about every new filing that threatens TSI TAX-SMART INVESTING or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.