TREA

98166869 - AVANTAX INTELLIGENT PLANNING

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Information

  • Trademark
  • 98166869
  • Serial Number
    98166869
  • Registration Number
    7486960
  • 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
Information
Mark Drawing Code
5
Mark Identification
AVANTAX INTELLIGENT PLANNING
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
  • DM0000: The mark consists of the word "AVANTAX" with the words "INTELLIGENT PLANNING" appearing below and flush with the right border.
  • 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
  • CC0000: Color is not claimed as a feature of the mark.
  • 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