REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
22/06/2026
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Dado oficial do USPTO
AVANTAX
Sabia que essa marca já está registrada no Estados Unidos?
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Active USPTO registrationTipo: VerbalEscritório: US
Snapshot rápido
AVANTAX
ST13
US500000088981422Classe
16, 35, 36, 41, 42
Pedido
88981422
Registro
6398089
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
48
Atualização mais recente
23/06/2026
Classificação
Registrada
Tipo de marca
Verbal
Classes Nice
16, 35, 36, 41, 42
Data de depósito
18/06/2019
Data de registro
22/06/2021
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
22/06/2021
Última transação
23/06/2026
Escritório responsável
United States Patent and Trademark Office
Código da situação
700
Cadastro oficial
Principal Register
Fundamento do pedido
Intent to use
Primeiro uso
01/10/2019
Primeiro uso no comércio
01/10/2019
Código do desenho
4
Tipo de titular
03
Localização do titular
Dallas, TX, US
Examinador
CARROLL, DORITT
Unidade examinadora
M70
Localização atual
PUBLICATION AND ISSUE SECTION
Titulares e representantes
Titulares
AVANTAX, INC.
Blucora, Inc.
Representantes
Dyan Finguerra-DuCharme Pryor Cashman LLP
Classificação técnica
Classes Nice
Classe 16Classe 35Classe 36Classe 41Classe 42
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 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
Classe 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
Classe 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
Classe 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
Classe 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
Publicações
Histórico de despachos e eventos da marca no USPTO.
48 publicações encontradas
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
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
10/05/2023
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
15/02/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
22/06/2021
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
18/05/2021
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
17/05/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
24/04/2021
SUPC
STATEMENT OF USE PROCESSING COMPLETE
23/04/2021
DPCC
DIVISIONAL PROCESSING COMPLETE
23/04/2021
EX1G
SOU EXTENSION 1 GRANTED
23/04/2021
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
18/11/2020
IUAF
USE AMENDMENT FILED
09/11/2020
DRRR
DIVISIONAL REQUEST RECEIVED
09/11/2020
EXT1
SOU EXTENSION 1 FILED
09/11/2020
ERTD
TEAS REQUEST TO DIVIDE RECEIVED
09/11/2020
EISU
TEAS STATEMENT OF USE RECEIVED
09/11/2020
EEXT
SOU TEAS EXTENSION RECEIVED
09/11/2020
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
06/10/2020
TMBN
TTAB RELEASE CASE TO TRADEMARKS
25/08/2020
OP.T
OPPOSITION TERMINATED NO. 999999
25/08/2020
OP.D
OPPOSITION DISMISSED NO. 999999
25/08/2020
OP.I
OPPOSITION INSTITUTED NO. 999999
01/04/2020
ETOF
EXTENSION OF TIME TO OPPOSE RECEIVED
27/12/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/12/2019
PUBO
PUBLISHED FOR OPPOSITION
03/12/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
13/11/2019
ALIE
ASSIGNED TO LIE
30/10/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
25/10/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
25/10/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
25/10/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
25/10/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
25/10/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/10/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/10/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/10/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/09/2019
GNRT
NON-FINAL ACTION E-MAILED
10/09/2019
CNRT
NON-FINAL ACTION WRITTEN
10/09/2019
DOCK
ASSIGNED TO EXAMINER
09/09/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
28/06/2019
NWAP
NEW APPLICATION ENTERED
21/06/2019
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