AVANTAX WEALTH MANAGEMENT - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 90237242
Serial Number
90237242
Registration Number
6489927
Word Mark
AVANTAX WEALTH MANAGEMENT
Status
700 - Registered
Status Date
2021-09-21
Filing Date
2020-10-06
Registration Number
6489927
Registration Date
2021-09-21
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2021-07-06
Attorney Name
Cheryl P. Leb
Law Office Assigned Location Code
N50
Employee Name
ALLEN, BIANCA LEIGH
Statements
Disclaimer with Predetermined Text
"WEALTH MANAGEMENT"
Goods and Services
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
Goods and Services
Providing online business information and business account management information for financial services professionals, namely, commission statements, quarterly reports, and client account information and invoices; providing an online computer website that provides financial services professionals with business and account management data and business reports to support their practices
Goods and 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
Goods and Services
Educational services, namely, providing seminars, conferences, 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
Goods and Services
Providing online non-downloadable software to financial services professionals for the creation and presentation of assessment reports and financial plans; 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
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
2020-11-20
Primary Code
016
First Use Anywhere Date
2019-10-01
First Use In Commerce Date
2019-10-01
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2020-11-20
Primary Code
035
First Use Anywhere Date
2019-10-01
First Use In Commerce Date
2019-10-01
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
2020-11-20
Primary Code
036
First Use Anywhere Date
2019-10-01
First Use In Commerce Date
2019-10-01
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2020-11-20
Primary Code
041
First Use Anywhere Date
2019-10-01
First Use In Commerce Date
2019-10-01
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2020-11-20
Primary Code
042
First Use Anywhere Date
2019-10-01
First Use In Commerce Date
2019-10-01
Current Trademark Owners
Party Name
Blucora, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Blucora, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Blucora, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Blucora, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Cheryl P. Leb
Address
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Trademark Events
Event DateEvent Description
2020-10-15NEW APPLICATION ENTERED IN TRAM
2020-11-20NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2021-03-05ASSIGNED TO EXAMINER
2021-03-16NON-FINAL ACTION WRITTEN
2021-03-16NON-FINAL ACTION E-MAILED
2021-03-16NOTIFICATION OF NON-FINAL ACTION E-MAILED
2021-04-21ASSIGNED TO EXAMINER
2021-04-27TEAS RESPONSE TO OFFICE ACTION RECEIVED
2021-04-27CORRESPONDENCE RECEIVED IN LAW OFFICE
2021-04-28TEAS/EMAIL CORRESPONDENCE ENTERED
2021-05-27EXAMINERS AMENDMENT -WRITTEN
2021-05-27EXAMINERS AMENDMENT E-MAILED
2021-05-27NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2021-05-27EXAMINER'S AMENDMENT ENTERED
2021-05-27APPROVED FOR PUB - PRINCIPAL REGISTER
2021-06-16NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2021-07-06PUBLISHED FOR OPPOSITION
2021-07-06OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2021-09-21REGISTERED-PRINCIPAL REGISTER