TREA

88479698 - TAXSIGHT

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Information

  • Trademark
  • 88479698
  • Serial Number
    88479698
  • Filing Date
    June 19, 2019
    5 years ago
  • Transaction Date
    August 09, 2021
    3 years ago
  • Status Date
    August 09, 2021
    3 years ago
  • Published for Opposition Date
    May 12, 2020
    5 years ago
  • Location Date
    July 07, 2020
    4 years ago
  • Status Code
    606
  • Current Location
    INTENT TO USE SECTION
    Employee Name
    CARROLL, DORITT
  • Attorney Docket Number
    13701-0100
    Attorney Name
    Cheryl P. Leb
    Law Office Assigned Location Code
    M70
  • Owners
Information
Mark Drawing Code
4000
Mark Identification
TAXSIGHT
Case File Statements
  • GS0091: Downloadable software in the nature of mobile applications for use by financial services professionals in conducting financial and investment transactions and assessments; Downloadable software in the nature of mobile applications for monitoring investments, accessing reports and information in the field of finance and investments, and conducting investment portfolio review and analysis
  • GS0161: Printed materials and reports, namely, educational materials and reports in the fields of professional money management services, investment and portfolio management services, financial planning, estate planning, financial investment brokerage, securities brokerage, commodity brokerage, stock brokerage, and insurance brokerage; Printed reports featuring financial information, financial planning analysis, and investment opportunities; Printed forms for use by financial services professionals
  • GS0351: Providing online business information for financial services professionals, namely, commission statements, quarterly reports, and client account information and invoices; Offering a website that provides financial services professionals with business data and reports to support their practices; Promoting the services of financial professionals through search engine referral traffic and analysis
  • GS0361: Providing information, advisory, consultancy, and research services to financial services professionals in the fields of financial management and financial investment advisory services; Investment account management services, namely, providing customizable brokerage accounts consisting of mutual funds and individual securities; Financial management services, namely, investment 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 services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial planning services, namely, providing information and advice in the fields of retirement planning, estate planning, investment portfolio management, and wealth optimization; Providing a website for use by financial services professionals in financial planning and estate planning featuring customizable forms; Providing financial information in the form of online non-downloadable articles, reports, and white papers in the field of financial advising and investing; Providing financial indices of select securities to enable financial services professionals to evaluate investment and market trends in the securities market; Providing financial information by telephone and by means of a global computer network
  • GS0411: Educational services, namely, providing seminars, classes, workshops, and continuing education courses in the fields of financial planning, investing, insurance, financial portfolio management, estate planning, professional money management, financial investment brokerage, business management, business development, marketing, sales methods, leadership, customer relationship management, and technology to support financial services professionals; Professional coaching programs, namely, conducting workshops concerning investment portfolio management for financial and investment advisors
  • GS0421: 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 documents, namely, wills and estate planning documents; Providing a website featuring online non-downloadable software in the financial planning field, namely, software as a service (SAAS) featuring software for use by financial services professionals to design, assess, manage, and report financial plans, conduct financial and investment transactions, and assess and manage financial portfolios and investments; Software as a service (SAAS) for financial planning, namely, online non-downloadable software that provides information and assessments in the fields of retirement planning, estate planning, investment portfolio management, and tax optimization strategies; Computer technology support services, namely, help desk support services
  • PM0001: TAX SIGHT
Case File Event Statements
  • 8/9/2021 - 3 years ago
    24 - ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED Type: MAB6
  • 8/9/2021 - 3 years ago
    23 - ABANDONMENT - NO USE STATEMENT FILED Type: ABN6
  • 1/5/2021 - 4 years ago
    22 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA
  • 12/31/2020 - 4 years ago
    21 - EXTENSION 1 GRANTED Type: EX1G
  • 12/31/2020 - 4 years ago
    20 - EXTENSION 1 FILED Type: EXT1
  • 12/31/2020 - 4 years ago
    19 - TEAS EXTENSION RECEIVED Type: EEXT
  • 7/7/2020 - 4 years ago
    18 - NOA E-MAILED - SOU REQUIRED FROM APPLICANT Type: NOAM
  • 5/12/2020 - 5 years ago
    17 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB
  • 5/12/2020 - 5 years ago
    16 - PUBLISHED FOR OPPOSITION Type: PUBO
  • 4/22/2020 - 5 years ago
    15 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP
  • 4/1/2020 - 5 years ago
    14 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA
  • 4/1/2020 - 5 years ago
    13 - EXAMINER'S AMENDMENT ENTERED Type: XAEC
  • 4/1/2020 - 5 years ago
    12 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Type: GNEN
  • 4/1/2020 - 5 years ago
    11 - EXAMINERS AMENDMENT E-MAILED Type: GNEA
  • 4/1/2020 - 5 years ago
    10 - EXAMINERS AMENDMENT -WRITTEN Type: CNEA
  • 3/11/2020 - 5 years ago
    9 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME
  • 3/10/2020 - 5 years ago
    8 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA
  • 3/10/2020 - 5 years ago
    7 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA
  • 9/10/2019 - 5 years ago
    6 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN
  • 9/10/2019 - 5 years ago
    5 - NON-FINAL ACTION E-MAILED Type: GNRT
  • 9/10/2019 - 5 years ago
    4 - NON-FINAL ACTION WRITTEN Type: CNRT
  • 9/9/2019 - 5 years ago
    3 - ASSIGNED TO EXAMINER Type: DOCK
  • 6/29/2019 - 5 years ago
    2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM Type: NWOS
  • 6/22/2019 - 5 years ago
    1 - NEW APPLICATION ENTERED IN TRAM Type: NWAP