98166865 - AVANTAX INTELLIGENT PLANNING

Information

• Trademark
• 98166865

• Source

• Serial Number

  98166865

• Registration Number

  7486959

• International Classifications

  • 36 - Insurance
  • 41 - Education

• Filing Date

  September 06, 2023
  a year ago

• Registration Date

  August 27, 2024
  6 months ago

• Transaction Date

  August 27, 2024
  6 months ago

• Status Date

  August 27, 2024
  6 months ago

• Published for Opposition Date

  June 11, 2024
  8 months ago

• Location Date

  August 26, 2024
  6 months ago

• First Use Anywhere Date

  July 31, 2023
  a year ago

• First Use In Commerce Date

  July 31, 2023
  a year ago

• Status Code

  700

• Current Location

  FILE REPOSITORY (FRANCONIA)

  Employee Name

  SOLANO, CARLITA JAYE

• Attorney Name

  Dyan Finguerra-DuCharme

• Owners

  • AVANTAX, INC.

Case File Statements

• GS0411: Educational services, namely, providing continuing education courses to financial services professionals in the field of financial planning, investing, insurance, financial portfolio management, estate planning, professional money management, and financial investment brokerage
• GS0361: Providing a financial planning program for financial services professionals, namely, providing strategies, information, and advice in the fields of tax-focused investing, retirement planning, insurance planning, financial planning for businesses, real estate planning, educational information about financial planning, cash flow management, and wealth optimization by analyzing an individual's investments and financial plans in relation to his or her taxable income and tax bracket
• DS0000: "PLANNING"

Case File Event Statements

• 9/9/2023 - a year ago

  1 - NEW APPLICATION ENTERED Type: NWAP

• 9/28/2023 - a year ago

  2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS

• 12/18/2023 - a year ago

  3 - TEAS CHANGE OF OWNER ADDRESS RECEIVED Type: COAR

• 12/18/2023 - a year ago

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

• 12/18/2023 - a year ago

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

• 12/18/2023 - a year ago

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

• 12/18/2023 - a year ago

  7 - TEAS CHANGE OF CORRESPONDENCE RECEIVED Type: TCCA

• 12/18/2023 - a year ago

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

• 5/2/2024 - 10 months ago

  9 - ASSIGNED TO EXAMINER Type: DOCK

• 5/6/2024 - 9 months ago

  10 - EXAMINERS AMENDMENT -WRITTEN Type: CNEA

• 5/6/2024 - 9 months ago

  11 - EXAMINERS AMENDMENT E-MAILED Type: GNEA

• 5/6/2024 - 9 months ago

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

• 5/6/2024 - 9 months ago

  13 - EXAMINER'S AMENDMENT ENTERED Type: XAEC

• 5/6/2024 - 9 months ago

  14 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA

• 5/22/2024 - 9 months ago

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

• 6/11/2024 - 8 months ago

  16 - PUBLISHED FOR OPPOSITION Type: PUBO

• 6/11/2024 - 8 months ago

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

• 8/27/2024 - 6 months ago

  18 - REGISTERED-PRINCIPAL REGISTER Type: R.PR

• 8/27/2024 - 6 months ago

  19 - NOTICE OF REGISTRATION CONFIRMATION EMAILED Type: NRCC