97364504 - AVANTAX RETIREMENT PLAN SERVICES

Information

• Trademark
• 97364504

• Source

• Serial Number

  97364504

• Registration Number

  7072599

• International Classifications

  • 36 - Insurance

• Filing Date

  April 14, 2022
  2 years ago

• Registration Date

  June 06, 2023
  a year ago

• Transaction Date

  December 18, 2023
  a year ago

• Status Date

  June 06, 2023
  a year ago

• Published for Opposition Date

  March 21, 2023
  a year ago

• Location Date

  June 06, 2023
  a year ago

• First Use Anywhere Date

  January 01, 2021
  4 years ago

• First Use In Commerce Date

  January 01, 2021
  4 years ago

• Status Code

  700

• Current Location

  PUBLICATION AND ISSUE SECTION

  Employee Name

  SOUDERS, MICHAEL J

• Attorney Name

  Dyan Finguerra-DuCharme

  Law Office Assigned Location Code

  M60

• Owners

  • Blucora, Inc.
  • AVANTAX, INC.

Case File Statements

• GS0361: Retirement plan services for employers, namely, financial administration of customized employee retirement plans; investment management; providing financial retirement plan consulting services to employers on designing and administering an employee retirement plan; financial administration of retirement plans, namely, administering employee enrollment, determining plan eligibility, monitoring payroll contribution, processing participant loans, processing participant withdrawals, preparing tax reports, and performing vesting calculations, account valuations, and profit-sharing and employer match contributions
• D10000: "RETIREMENT PLAN SERVICES"

Case File Event Statements

• 12/18/2023 - a year ago

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

• 12/18/2023 - a year ago

  29 - TEAS CHANGE OF CORRESPONDENCE RECEIVED Type: TCCA

• 12/18/2023 - a year ago

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

• 12/18/2023 - a year ago

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

• 12/18/2023 - a year ago

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

• 12/18/2023 - a year ago

  25 - TEAS CHANGE OF OWNER ADDRESS RECEIVED Type: COAR

• 12/6/2023 - a year ago

  24 - ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Type: ASCK

• 6/6/2023 - a year ago

  23 - NOTICE OF REGISTRATION CONFIRMATION EMAILED Type: NRCC

• 6/6/2023 - a year ago

  22 - REGISTERED-PRINCIPAL REGISTER Type: R.PR

• 5/10/2023 - a year ago

  21 - ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Type: ASCK

• 3/21/2023 - a year ago

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

• 3/21/2023 - a year ago

  19 - PUBLISHED FOR OPPOSITION Type: PUBO

• 3/1/2023 - 2 years ago

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

• 2/15/2023 - 2 years ago

  17 - AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Type: ASGN

• 2/10/2023 - 2 years ago

  16 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA

• 2/9/2023 - 2 years ago

  15 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME

• 2/8/2023 - 2 years ago

  14 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA

• 2/8/2023 - 2 years ago

  13 - TEAS REQUEST FOR RECONSIDERATION RECEIVED Type: ERFR

• 2/8/2023 - 2 years ago

  12 - NOTIFICATION OF FINAL REFUSAL EMAILED Type: GNFN

• 2/8/2023 - 2 years ago

  11 - FINAL REFUSAL E-MAILED Type: GNFR

• 2/8/2023 - 2 years ago

  10 - FINAL REFUSAL WRITTEN Type: CNFR

• 2/7/2023 - 2 years ago

  9 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME

• 2/6/2023 - 2 years ago

  8 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA

• 2/6/2023 - 2 years ago

  7 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA

• 2/3/2023 - 2 years ago

  6 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN

• 2/3/2023 - 2 years ago

  5 - NON-FINAL ACTION E-MAILED Type: GNRT

• 2/3/2023 - 2 years ago

  4 - NON-FINAL ACTION WRITTEN Type: CNRT

• 1/31/2023 - 2 years ago

  3 - ASSIGNED TO EXAMINER Type: DOCK

• 4/20/2022 - 2 years ago

  2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS

• 4/18/2022 - 2 years ago

  1 - NEW APPLICATION ENTERED Type: NWAP