Word

V4 CLIENT EXPERIENCE

Status

Dead

Status Code

710

Status Date

Friday, June 24, 2022

Serial Number

86416324

Registration Number

4868095

Registration Date

Tuesday, December 8, 2015

Mark Type

4000

Filing Date

Tuesday, October 7, 2014

Published for Opposition

Tuesday, July 28, 2015

Cancellation Date

Friday, June 24, 2022

Trademark Owner History

AVANTAX WEALTH MANAGEMENT, INC. -
H.D. Vest, Inc. - Original Registrant

Classifications

41 Coaching program in the nature of conducting workshops concerning investment portfolio management for financial and investment advisors; 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; 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

36 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

VEST FOUR CLIENT EXPERIENCE
"CLIENT"

Trademark Events

Dec 6, 2023

Assignment Of Ownership Not Updated Automatically

Jun 24, 2022

Cancelled Sec. 8 (6-Yr)

Dec 8, 2020

Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed

Feb 26, 2020

Automatic Update Of Assignment Of Ownership

May 15, 2019

Assignment Of Ownership Not Updated Automatically

May 14, 2018

Attorney/Dom.Rep.Revoked And/Or Appointed

May 14, 2018

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

Feb 19, 2016

Attorney/Dom.Rep.Revoked And/Or Appointed

Feb 19, 2016

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

Dec 8, 2015

Registered-Principal Register

Nov 4, 2015

Notice Of Acceptance Of Statement Of Use E-Mailed

Nov 3, 2015

Allowed Principal Register - Sou Accepted

Nov 3, 2015

Statement Of Use Processing Complete

Oct 23, 2015

Use Amendment Filed

Nov 2, 2015

Case Assigned To Intent To Use Paralegal

Oct 23, 2015

Teas Statement Of Use Received

Sep 22, 2015

Noa E-Mailed - Sou Required From Applicant

Jul 28, 2015

Official Gazette Publication Confirmation E-Mailed

Jul 28, 2015

Published For Opposition

Jul 8, 2015

Notification Of Notice Of Publication E-Mailed

Jun 20, 2015

Law Office Publication Review Completed

Jun 20, 2015

Assigned To Lie

Jun 3, 2015

Approved For Pub - Principal Register

Jun 3, 2015

Teas/Email Correspondence Entered

Jun 3, 2015

Correspondence Received In Law Office

Jun 3, 2015

Teas Response To Office Action Received

Jan 27, 2015

Notification Of Non-Final Action E-Mailed

Jan 27, 2015

Non-Final Action E-Mailed

Jan 27, 2015

Non-Final Action Written

Jan 27, 2015

Assigned To Examiner

Nov 3, 2014

Teas Change Of Correspondence Received

Oct 14, 2014

Notice Of Pseudo Mark Mailed

Oct 11, 2014

New Application Office Supplied Data Entered

Oct 10, 2014

New Application Entered