88981422 - AVANTAX

Information

• Trademark
• 88981422

• Source

• Serial Number

  88981422

• Registration Number

  6398089

• International Classifications

  • 16 - Paper, cardboard and goods made from these materials, not included in other classes
  • 35 - Advertising
  • 36 - Insurance
  • 41 - Education
  • 42 - Scientific and technological services and research and design relating thereto

• Filing Date

  June 18, 2019
  5 years ago

• Registration Date

  June 22, 2021
  3 years ago

• Transaction Date

  December 18, 2023
  a year ago

• Status Date

  June 22, 2021
  3 years ago

• Published for Opposition Date

  December 03, 2019
  5 years ago

• Location Date

  May 17, 2021
  4 years ago

• First Use Anywhere Date

  October 01, 2019
  5 years ago

• First Use In Commerce Date

  October 01, 2019
  5 years ago

• Status Code

  700

• Current Location

  PUBLICATION AND ISSUE SECTION

  Employee Name

  CARROLL, DORITT

• Attorney Name

  Dyan Finguerra-DuCharme

  Law Office Assigned Location Code

  M70

• Owners

  • Blucora, Inc.

Case File Statements

• 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; Providing online articles, reports, and white papers in the fields of financial advising and investing
• 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 and financial planning analysis; Printed forms for use by financial services professionals
• 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 by analyzing an individual's investments in relation to his or her taxable income and tax bracket; Providing financial services forms and research services, namely, providing 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 lending, consumer loans, auto loans, student loans, mortgage lending, consumer deposits, consumer banking services, and credit card services
• GS0351: Providing online business and account management 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 and account management data and reports to support their practices
• 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; Computer services, namely, creating online network-based indexes of information, sites, and other resources related to financial services; Computer technology support services, namely, help desk support services; all of the foregoing excluding consumer lending, consumer loans, auto loans, student loans, mortgage lending, consumer deposits, consumer banking services, and credit card services

Case File Event Statements

• 12/18/2023 - a year ago

  47 - TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS Type: EWAF

• 12/18/2023 - a year ago

  46 - TEAS CHANGE OF CORRESPONDENCE RECEIVED Type: TCCA

• 12/18/2023 - a year ago

  45 - ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Type: ARAA

• 12/18/2023 - a year ago

  44 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Type: REAP

• 12/18/2023 - a year ago

  43 - APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Type: CHAN

• 12/18/2023 - a year ago

  42 - TEAS CHANGE OF OWNER ADDRESS RECEIVED Type: COAR

• 12/6/2023 - a year ago

  41 - ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Type: ASCK

• 5/10/2023 - 2 years ago

  40 - ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Type: ASCK

• 2/15/2023 - 2 years ago

  39 - AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Type: ASGN

• 6/22/2021 - 3 years ago

  38 - REGISTERED-PRINCIPAL REGISTER Type: R.PR

• 5/18/2021 - 4 years ago

  37 - NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Type: SUNA

• 5/17/2021 - 4 years ago

  36 - ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Type: CNPR

• 4/24/2021 - 4 years ago

  35 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA

• 4/23/2021 - 4 years ago

  34 - STATEMENT OF USE PROCESSING COMPLETE Type: SUPC

• 11/9/2020 - 4 years ago

  33 - USE AMENDMENT FILED Type: IUAF

• 4/23/2021 - 4 years ago

  32 - DIVISIONAL PROCESSING COMPLETE Type: DPCC

• 11/9/2020 - 4 years ago

  31 - DIVISIONAL REQUEST RECEIVED Type: DRRR

• 4/23/2021 - 4 years ago

  30 - SOU EXTENSION 1 GRANTED Type: EX1G

• 11/9/2020 - 4 years ago

  29 - SOU EXTENSION 1 FILED Type: EXT1

• 11/18/2020 - 4 years ago

  28 - CASE ASSIGNED TO INTENT TO USE PARALEGAL Type: AITU

• 11/9/2020 - 4 years ago

  27 - TEAS REQUEST TO DIVIDE RECEIVED Type: ERTD

• 11/9/2020 - 4 years ago

  26 - TEAS STATEMENT OF USE RECEIVED Type: EISU

• 11/9/2020 - 4 years ago

  25 - SOU TEAS EXTENSION RECEIVED Type: EEXT

• 10/6/2020 - 4 years ago

  24 - NOA E-MAILED - SOU REQUIRED FROM APPLICANT Type: NOAM

• 8/25/2020 - 4 years ago

  23 - TTAB RELEASE CASE TO TRADEMARKS Type: TMBN

• 8/25/2020 - 4 years ago

  22 - OPPOSITION TERMINATED NO. 999999 Type: OP.T

• 8/25/2020 - 4 years ago

  21 - OPPOSITION DISMISSED NO. 999999 Type: OP.D

• 4/1/2020 - 5 years ago

  20 - OPPOSITION INSTITUTED NO. 999999 Type: OP.I

• 12/27/2019 - 5 years ago

  19 - EXTENSION OF TIME TO OPPOSE RECEIVED Type: ETOF

• 12/3/2019 - 5 years ago

  18 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB

• 12/3/2019 - 5 years ago

  17 - PUBLISHED FOR OPPOSITION Type: PUBO

• 11/13/2019 - 5 years ago

  16 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP

• 10/30/2019 - 5 years ago

  15 - ASSIGNED TO LIE Type: ALIE

• 10/25/2019 - 5 years ago

  14 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA

• 10/25/2019 - 5 years ago

  13 - EXAMINER'S AMENDMENT ENTERED Type: XAEC

• 10/25/2019 - 5 years ago

  12 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Type: GNEN

• 10/25/2019 - 5 years ago

  11 - EXAMINERS AMENDMENT E-MAILED Type: GNEA

• 10/25/2019 - 5 years ago

  10 - EXAMINERS AMENDMENT -WRITTEN Type: CNEA

• 10/4/2019 - 5 years ago

  9 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME

• 10/2/2019 - 5 years ago

  8 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA

• 10/2/2019 - 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

• 6/28/2019 - 5 years ago

  2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS

• 6/21/2019 - 5 years ago

  1 - NEW APPLICATION ENTERED Type: NWAP