Word

SEE THINGS IN HD

Status

Dead

Status Code

606

Status Date

Monday, March 30, 2020

Serial Number

87721422

Mark Type

4000

Filing Date

Thursday, December 14, 2017

Published for Opposition

Tuesday, July 3, 2018

Abandoned Date

Monday, March 30, 2020

Trademark Owner History

AVANTAX WEALTH MANAGEMENT, INC. - 1st New Owner After Publication
H.D. Vest, Inc. - Owner At Publication

Classifications

9 Computer software and mobile applications for use in conducting financial and investment transactions and managing personal finances and investments; Downloadable software in the nature of a mobile application for accessing and reviewing advice and information in the field of finance and investments; Downloadable software in the nature of a mobile application for conducting financial assessments of individual investors; Downloadable software in the nature of a mobile application for conducting investment portfolio review and analysis; Downloadable software in the nature of a mobile application for tax preparation and filing

16 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, commodity brokerage, stock brokerage, insurance brokerage, and financial information; Printed financial services forms to financial services representatives

35 Providing online business information in the field of financial services and taxation; Providing online business information, namely, commission statements, quarterly reports, client account information and invoices to financial services representatives; Dissemination of advertising for others via the internet; Promoting the goods and services of others through search engine referral traffic and analysis; Providing tax and taxation information, consultation, calculation, preparation, and e-filing services

42 Providing on-line, non-downloadable software for the creation, marketing and presentation of financial plans for financial advisors and consumers; Providing on-line non-downloadable software for creating reports identifying investment and planning opportunities for federal tax returns; Providing online non-downloadable software for assisting users in the preparation of common legal documents, namely, wills and estate planning documents; Providing online non-downloadable software for tax calculating, preparing, and filing; Transaction processing software, namely, providing temporary use of on-line non-downloadable software for processing tax payments; Providing on-line non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; Providing temporary use of on-line non-downloadable cloud computing software for financial planning or financial advice; Providing temporary use of on-line non-downloadable software in the financial planning field of financial services, namely, software for the design, assessment, management, and reporting of financial plans and software for the management of financial advisor, certified financial planner and certified public accountant marketing and client communications; Providing a website featuring temporary use of online non-downloadable software for the creation, marketing and presentation of financial plans, for use by professional financial advisers, certified financial planners, and certified public accountants; Software as a service (SAAS) services featuring software for use in conducting financial and investment transactions and managing personal finances and investments; software as a service (SAAS) services featuring software for use in conducting financial assessments of individual investors; software as a service (SAAS) services featuring software for use in investment portfolio review and analysis; Computer services, namely, creating computer network-based indexes of information, sites, and other resources available on computer networks; searching and retrieving information, sites, and other resources available on computer networks for others; computer services, namely, providing search engines for obtaining data on a global computer network; Help desk support services, both online and via telephone, to assist with the preparation of tax returns and financial services

Trademark Events

Mar 30, 2020

Abandonment Notice E-Mailed - No Use Statement Filed

Mar 30, 2020

Abandonment - No Use Statement Filed

Feb 26, 2020

Automatic Update Of Assignment Of Ownership

Aug 1, 2019

Notice Of Approval Of Extension Request E-Mailed

Jul 30, 2019

Extension 2 Granted

Jul 30, 2019

Extension 2 Filed

Jul 30, 2019

Teas Extension Received

Mar 27, 2019

Notice Of Approval Of Extension Request E-Mailed

Mar 27, 2019

Corrected Noa E-Mailed

Mar 26, 2019

Divisional Processing Complete

Feb 27, 2019

Divisional Request Received

Mar 26, 2019

Extension 1 Granted

Feb 27, 2019

Extension 1 Filed

Mar 21, 2019

Case Assigned To Intent To Use Paralegal

Feb 27, 2019

Teas Request To Divide Received

Feb 27, 2019

Teas Extension Received

Aug 28, 2018

Noa E-Mailed - Sou Required From Applicant

Jul 3, 2018

Official Gazette Publication Confirmation E-Mailed

Jul 3, 2018

Published For Opposition

Jun 13, 2018

Notification Of Notice Of Publication E-Mailed

May 24, 2018

Approved For Pub - Principal Register

May 14, 2018

Attorney/Dom.Rep.Revoked And/Or Appointed

May 14, 2018

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

May 3, 2018

Teas/Email Correspondence Entered

May 3, 2018

Correspondence Received In Law Office

May 3, 2018

Teas Response To Office Action Received

Apr 2, 2018

Notification Of Non-Final Action E-Mailed

Apr 2, 2018

Non-Final Action E-Mailed

Apr 2, 2018

Non-Final Action Written

Mar 26, 2018

Assigned To Examiner

Dec 28, 2017

New Application Office Supplied Data Entered In Tram

Dec 18, 2017

New Application Entered In Tram