EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
12/18/2023
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Official data from USPTO
AVANTAX WEALTH MANAGEMENT
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: US
Quick snapshot
AVANTAX WEALTH MANAGEMENT
ST13
US500000090237242Class
16, 35, 36, 41, 42
Filing
90237242
Registration
6489927
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
28
Latest update
12/18/2023
Classification
Registered
Trademark type
Word
Nice classes
16, 35, 36, 41, 42
Filing date
10/06/2020
Registration date
09/21/2021
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
09/21/2021
Last transaction
12/18/2023
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
10/01/2019
First use in commerce
10/01/2019
Drawing code
4
Owner type
03
Owner location
Dallas, TX, US
Examiner
ALLEN, BIANCA LEIGH
Law office
N50
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
AVANTAX, INC.
Blucora, Inc.
Representatives
Dyan Finguerra-DuCharme Pryor Cashman LLP
Technical classification
Nice Classes
Class 16Class 35Class 36Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 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
Class 35
Providing online business information and business account management information for financial services professionalscommission statementsquarterly reportsclient account information and invoices; providing an online computer website that provides financial services professionals with business and account management data and business reports to support their practices
Class 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
Class 41
Educational servicesproviding seminarsconferencesclassesworkshopscontinuing 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
Class 42
Providing online non-downloadable software to financial services professionals for the creation and presentation of assessment reports and financial plans; 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
Publications
History of USPTO decisions and trademark events.
28 publications found
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
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
05/10/2023
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/15/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
09/21/2021
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/06/2021
PUBO
PUBLISHED FOR OPPOSITION
07/06/2021
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/16/2021
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/27/2021
XAEC
EXAMINER'S AMENDMENT ENTERED
05/27/2021
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/27/2021
GNEA
EXAMINERS AMENDMENT E-MAILED
05/27/2021
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/27/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/28/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/27/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/27/2021
DOCK
ASSIGNED TO EXAMINER
04/21/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/16/2021
GNRT
NON-FINAL ACTION E-MAILED
03/16/2021
CNRT
NON-FINAL ACTION WRITTEN
03/16/2021
DOCK
ASSIGNED TO EXAMINER
03/05/2021
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/20/2020
NWAP
NEW APPLICATION ENTERED
10/15/2020
Continuous trademark protection
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