| 1040 ANALYST AVANTAX WEALTH MANAGEMENT, INC.
86529660 10 Feb 2015 | on 06 Jun 2023
| [ Investment services, namely, professional money management services,... Class 016 Class 016 Paper Goods and Printed Material Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, stock brokerage, insurance brokerage, and financial information; [ Printed financial services reports to financial services representatives; ] Printed materials in the nature of [ brochures, pamphlets and ] reports identifying investment and planning opportunities by using federal tax returns Class 036 Class 036 Insurance & Financial Services [ Investment services, namely, professional money management services, investment management services, investment account management services; investment account management services, namely, customizable brokerage accounts consisting of mutual funds and individual securities; investment account management services, namely, fund management services for high-net-worth portfolios using select mutual funds as investment vehicles for various asset classes; ] financial planning for retirement; financial planning; [ estate planning; financial portfolio management; financial investment brokerage; securities brokerage; stock brokerage services; insurance services, namely, insurance brokerage; providing financial information; ] providing information and advice in the field of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, stock brokerage, insurance brokerage, financial information, and investment and planning opportunities by using federal tax returns; providing financial services forms to financial services representatives distributed online, namely, providing an Internet website portal in the field of financial services for distributing financial services forms for financial services representatives; providing financial services forms to financial services representatives distributed online, namely, providing a website featuring information in the field of financial services in the nature of financial services forms for financial services representatives | | | 1040 ANALYST AVANTAX WEALTH MANAGEMENT, INC.
86978636 10 Feb 2015 | on 18 May 2023
| Education services, namely, providing [ seminars, mentoring, ] classes... Class 041 Class 041 Education and Entertainment Services Education services, namely, providing [ seminars, mentoring, ] classes [ and workshops ] in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology | | | VESTADVISOR AVANTAX WEALTH MANAGEMENT, INC.
75883958 30 Dec 1999 | on 05 Sep 2020
| investment account management services and investment programs, namely... Class 036 Class 036 Insurance & Financial Services investment account management services and investment programs, namely, customizable brokerage accounts consisting of mutual funds and individual securities, and printed reports provided to investor clients distributed in connection therewith | | | 1040 ANALYST AVANTAX WEALTH MANAGEMENT, INC.
86149491 20 Dec 2013 | on 21 Apr 2020
| Providing on-line non-downloadable software for creating reports ident... Class 042 Class 042 Computer & Software Services & Scientific Services Providing on-line non-downloadable software for creating reports identifying investment and planning opportunities for federal tax returns | | | SEE THINGS IN HD AVANTAX WEALTH MANAGEMENT, INC.
87980349 14 Dec 2017 | on 21 May 2019
| Financial investment services, namely, investment advisory services, p... Class 036 Class 036 Insurance & Financial Services Providing on-line newsletters in the field of finance and business to financial services representatives and prospective representatives; providing financial services in the nature of online publications not downloaded in the nature of forms to financial services representatives distributed online; education services, namely, providing seminars, webinars, mentoring, classes and workshops in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; educational services, namely, providing continuing professional education courses in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; professional coaching services in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; coaching program in the nature of conducting workshops and webinars concerning investment portfolio management for financial and investment advisors and consumers; education services, namely, providing seminars, webinars, mentoring, classes and workshops in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, taxation, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; educational services, namely, providing continuing professional education courses in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, taxation, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; professional coaching services in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, taxation, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology Class 041 Class 041 Education and Entertainment Services Financial investment services, namely, investment advisory services, professional money management services, retirement financial and estate planning services, financial portfolio management, and financial investment, security, commodity and stock brokerage services; information, advisory, consultancy and research services relating to finance and investments; financial planning; investment management; individual retirement account services; financial administration of retirement plans; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing an interactive website featuring advice and information in the field of finance, investments and taxation; providing financial assessment services to individual investors; investment portfolio review and analysis; financial and investment advisor-client engagement process services incorporating proprietary technology and wealth management tools, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; providing a website featuring information in the field of financial services; providing an internet website portal in the field of financial transaction services; providing financial reports to investor clients in the field of investment account management services and fund management services; providing financial reports to investor clients in the field of investment account management services and fund management services for high-net portfolios using select mutual funds as investment vehicles for various asset classes | | | 8 WEALTH MANAGEMENT ISSUES AVANTAX WEALTH MANAGEMENT, INC.
77429724 24 Mar 2008 | on 18 Dec 2018
| Financial investment and insurance services, namely, insurance brokera... Class 036 Class 036 Insurance & Financial Services "WEALTH MANAGEMENT" | | | HD VEST FINANCIAL SERVICES AVANTAX WEALTH MANAGEMENT, INC.
75025932 30 Nov 1995 | on 15 Apr 2016
| financial investment and insurance services, namely, insurance brokera... Class 036 Class 036 Insurance & Financial Services "FINANCIAL SERVICES" | | | THE FINANCIAL SERVICES FIRM OF TAX PROFESSIONALS AVANTAX WEALTH MANAGEMENT, INC.
85796937 06 Dec 2012 | on 16 Aug 2024 | Financial investment and insurance services, namely, insurance brokera... Class 036 Class 036 Insurance & Financial Services Financial investment and insurance services, namely, insurance brokerage, professional money management services, financial planning for retirement financial and estate planning services, financial portfolio management, and financial investment, security, commodity and stock brokerage services | | | VESTADVISOR SELECT AVANTAX WEALTH MANAGEMENT, INC.
85556889 29 Feb 2012 | on 08 Mar 2024 | Investment account management services; Investment management services... Class 036 Class 036 Insurance & Financial Services Investment account management services; Investment management services; Investment account management services and investment programs, namely, customizable brokerage accounts consisting of mutual funds and individual securities, and printed materials distributed in connection therwith | | | HD VEST INVESTMENT SERVICES AVANTAX WEALTH MANAGEMENT, INC.
86926122 02 Mar 2016 | on 26 May 2023 | Financial investment services, namely, professional money management s... Class 036 Class 036 Insurance & Financial Services "INVESTMENT SERVICES" | |