AVANTAX INTELLIGENT PLANNING - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98166869
Word Mark
AVANTAX INTELLIGENT PLANNING
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2023-09-09
Filing Date
2023-09-06
Attorney Name
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"PLANNING"
Description of Mark
The mark consists of The word AVANTAX with the words INTELLIGENT PLANNING appearing below and flush with the right border.
Goods and Services
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, business planning, estate planning, education 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
Goods and Services
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
Classification Information
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
2023-09-09
Primary Code
036
First Use Anywhere Date
2023-07-31
First Use In Commerce Date
2023-07-31
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
2023-09-09
Primary Code
041
First Use Anywhere Date
2023-07-31
First Use In Commerce Date
2023-07-31
Current Trademark Owners
Party Name
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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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 6398089 |
| Prior Registration | 6489927 |
| Prior Registration | 7072599 |
Trademark Events
| Event Date | Event Description |
| 2023-09-09 | NEW APPLICATION ENTERED |
