1040 ANALYST - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 86529660
Serial Number
86529660
Registration Number
5010645
Word Mark
1040 ANALYST
Status
700 - Registered
Status Date
2016-08-02
Filing Date
2015-02-10
Registration Number
5010645
Registration Date
2016-08-02
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2016-05-17
Attorney Name
Cheryl P. Leb
Law Office Assigned Location Code
L40
Employee Name
EISNACH, MICHAEL PATRI
Statements
Goods and Services
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
Goods and 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
Goods and 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
Classification Information
International Class
016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks. - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks.
US Class Codes
002, 005, 022, 023, 029, 037, 038, 050
Class Status Code
6 - Active
Class Status Date
2015-02-24
Primary Code
016
First Use Anywhere Date
1989-04-00
First Use In Commerce Date
1989-04-00
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2015-02-24
Primary Code
036
First Use Anywhere Date
1989-04-00
First Use In Commerce Date
1989-04-00
Current Trademark Owners
Party Name
AVANTAX WEALTH MANAGEMENT, INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
AVANTAX WEALTH MANAGEMENT, INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
H.D. Vest, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
H.D. Vest, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
H.D. Vest, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Cheryl P. Leb
Address
Please log in with your Justia account to see this address.
Prior Registrations
Relationship TypeReel Number
Prior Registration4648020
Continuity Child86978636
Trademark Events
Event DateEvent Description
2015-02-13NEW APPLICATION ENTERED IN TRAM
2015-02-24NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2015-05-18ASSIGNED TO EXAMINER
2015-05-20NON-FINAL ACTION WRITTEN
2015-05-20NON-FINAL ACTION E-MAILED
2015-05-20NOTIFICATION OF NON-FINAL ACTION E-MAILED
2015-11-02TEAS RESPONSE TO OFFICE ACTION RECEIVED
2015-11-02CORRESPONDENCE RECEIVED IN LAW OFFICE
2015-11-03TEAS/EMAIL CORRESPONDENCE ENTERED
2015-12-03NON-FINAL ACTION WRITTEN
2015-12-03NON-FINAL ACTION E-MAILED
2015-12-03NOTIFICATION OF NON-FINAL ACTION E-MAILED
2016-01-27ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2016-02-19TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2016-02-19ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2016-02-22TEAS REQUEST TO DIVIDE RECEIVED
2016-02-22TEAS RESPONSE TO OFFICE ACTION RECEIVED
2016-02-22CORRESPONDENCE RECEIVED IN LAW OFFICE
2016-02-22TEAS/EMAIL CORRESPONDENCE ENTERED
2016-02-29CASE ASSIGNED TO INTENT TO USE PARALEGAL
2016-02-29ITU OFFICE ACTION ISSUED FOR DIVISIONAL REQUEST
2016-02-29REPORT UNRESPONSIVE AMENDMENT - COMPLETED
2016-02-29NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
2016-02-29NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
2016-03-16TEAS REQUEST TO DIVIDE RECEIVED
2016-03-16TEAS RESPONSE TO OFFICE ACTION RECEIVED
2016-03-16CORRESPONDENCE RECEIVED IN LAW OFFICE
2016-03-17TEAS/EMAIL CORRESPONDENCE ENTERED
2016-03-16DIVISIONAL REQUEST RECEIVED
2016-03-23DIVISIONAL PROCESSING COMPLETE
2016-04-07TEAS VOLUNTARY AMENDMENT RECEIVED
2016-04-08CORRESPONDENCE RECEIVED IN LAW OFFICE
2016-04-08TEAS/EMAIL CORRESPONDENCE ENTERED
2016-04-08APPROVED FOR PUB - PRINCIPAL REGISTER
2016-04-27NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2016-05-17PUBLISHED FOR OPPOSITION
2016-05-17OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2016-08-02REGISTERED-PRINCIPAL REGISTER
2018-05-14TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2018-05-14ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2019-05-15ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2020-02-26AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2021-08-02COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED