REGISTERED
on 22 Jun 2021
Last Applicant/ Owned by
3200 Olympus Blvd. Suite 100
Dallas
TX
75019
Serial Number
88981422 filed on 18th Jun 2019
Registration Number
6398089 registered on 22nd Jun 2021
Correspondent Address
Dyan Finguerra-DuCharme
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
AVANTAX
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 Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
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
First Use Date in General
01st Oct 2019
First Use Date in Commerce
01st Oct 2019
Class [041]
Education and Entertainment Services
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
First Use Date in General
01st Oct 2019
First Use Date in Commerce
01st Oct 2019
Class [036]
Insurance & Financial Services
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
First Use Date in General
01st Oct 2019
First Use Date in Commerce
01st Oct 2019
Class [035]
Advertising, Business & Retail Services
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
First Use Date in General
01st Oct 2019
First Use Date in Commerce
01st Oct 2019
Class [016]
Paper Goods and Printed Material
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
First Use Date in General
01st Oct 2019
First Use Date in Commerce
01st Oct 2019
Mark Details
Serial Number
No 88981422
Mark Type
No Service Mark
Attorney Docket Number
No
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 18th Dec 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 18th Dec 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 18th Dec 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 18th Dec 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 18th Dec 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 18th Dec 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 06th Dec 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 10th May 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 15th Feb 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 22nd Jun 2021 | REGISTERED-PRINCIPAL REGISTER |