Word

LUMEA TAX

Status

Dead

Status Code

606

Status Date

Monday, December 23, 2019

Serial Number

88136567

Mark Type

4000

Filing Date

Friday, September 28, 2018

Published for Opposition

Tuesday, March 26, 2019

Abandoned Date

Monday, December 23, 2019

Trademark Owner History

Blucora, Inc. - Owner At Publication

Classifications

9 Downloadable software for use in conducting financial and investment transactions and managing personal finances and investments; Mobile application for accessing and reviewing advice and information in the field of finance and investments; Downloadable software for tax planning and preparation and filing of tax return; Downloadable software in the nature of a mobile application for tax planning and preparation and filing of tax returns

16 Printed materials, namely, marketing and educational printed 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, namely, commission statements, quarterly reports, client account information and invoices to financial services representatives; providing an online website to business and individual customers that provides financial transaction data, account management, financial reporting, and financial records management data, and tax information

36 Financial investment and insurance services, namely, insurance brokerage, investment advisory services, professional money management services, retirement financial and estate planning services, financial portfolio management, and security, commodity and stock brokerage services; Information, advisory, consultancy and research services relating to finance and investments; Providing financial assessment and planning services to individual investors; Investment portfolio analysis and management; Providing online financial management services, namely, tracking of financial transactions, expenses, income, and account balances, providing account balance information, and providing bill payment services and reminders

41 Education services, namely, providing seminars, webinars, 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; 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

42 Providing a website featuring temporary use of online non-downloadable software for the creation, marketing and presentation of financial plans, for use by consumers and professional financial advisers, certified financial planners, and certified public accountants; Providing online 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 and preparing and filing of tax returns; Software as a service (SAAS) services featuring software for use in conducting financial and investment transactions and managing personal finances and investments

"TAX"

Trademark Events

Dec 23, 2019

Abandonment Notice E-Mailed - No Use Statement Filed

Dec 23, 2019

Abandonment - No Use Statement Filed

May 21, 2019

Noa E-Mailed - Sou Required From Applicant

Mar 26, 2019

Official Gazette Publication Confirmation E-Mailed

Mar 26, 2019

Published For Opposition

Mar 6, 2019

Notification Of Notice Of Publication E-Mailed

Feb 12, 2019

Withdrawn From Pub - Og Review Query

Jan 26, 2019

Law Office Publication Review Completed

Jan 25, 2019

Assigned To Lie

Jan 11, 2019

Approved For Pub - Principal Register

Jan 11, 2019

Examiner's Amendment Entered

Jan 11, 2019

Notification Of Examiners Amendment E-Mailed

Jan 11, 2019

Examiners Amendment E-Mailed

Jan 11, 2019

Examiners Amendment -Written

Jan 10, 2019

Assigned To Examiner

Oct 6, 2018

New Application Office Supplied Data Entered In Tram

Oct 2, 2018

New Application Entered In Tram