1040 ANALYST
H.D. Vest, Inc.
Trademark Registered: 2016-08-02
Trademark Application Details
REGISTERED
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| Serial Number | 86529660 |
| Registration Number | 5010645 |
| Mark Drawing Code | 4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form |
| Attorney Name | Cheryl P. Leb |
| Law Office Assigned | L40 |
| Employee Name | EISNACH, MICHAEL PATRI |
Timeline
| 1989-04-00 | Date of First Use |
| 2015-02-10 | Application Filed |
| 2016-05-17 | Published for Opposition |
| 2016-08-02 | Location: PUBLICATION AND ISSUE SECTION |
| 2016-08-02 | Status: Live/Registered |
| 2016-08-02 | Trademark Registered |
| 2019-05-16 | Transaction Date |
Trademark Applicants & Owners
| Owner: |  H.D. Vest, Inc. |
| Address | 6333 N. State Highway 161, 4th Floor Irving TX 75038 |
| Legal Entity Type | Corporation |
| Legal Entity State | TX |
Documents
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Attorney of Record
Good, Services, and Codes
| International Codes: | 16 |
| U.S. Codes: | 002,005,022,023,029,037,038,050 |
| International Codes: | 36 |
| U.S. Codes: | 100,101,102 |
| Type Code | Type |
|---|---|
| GS0161 | 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, stock brokerage, insurance brokerage, and financial information; Printed financial services reports to financial services representatives; Printed materials in the nature of brochures, pamphlets and reports identifying investment and planning opportunities by using federal tax returns |
Trademark Filing History
| Description | Date | Event Coding |
|---|---|---|
| NEW APPLICATION ENTERED IN TRAM | 2015-02-13 | 1 NWAP I:Incoming Correspondence |
| NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM | 2015-02-24 | 2 NWOS I:Incoming Correspondence |
| ASSIGNED TO EXAMINER | 2015-05-18 | 3 DOCK D:Assigned to Examiner |
| NON-FINAL ACTION WRITTEN | 2015-05-20 | 4 CNRT R:Renewal |
| NON-FINAL ACTION E-MAILED | 2015-05-20 | 5 GNRT F:First Action |
| NOTIFICATION OF NON-FINAL ACTION E-MAILED | 2015-05-20 | 6 GNRN O:Outgoing Correspondence |
| TEAS RESPONSE TO OFFICE ACTION RECEIVED | 2015-11-02 | 7 TROA I:Incoming Correspondence |
| CORRESPONDENCE RECEIVED IN LAW OFFICE | 2015-11-02 | 8 CRFA I:Incoming Correspondence |
| TEAS/EMAIL CORRESPONDENCE ENTERED | 2015-11-03 | 9 TEME I:Incoming Correspondence |
| NON-FINAL ACTION WRITTEN | 2015-12-03 | 10 CNRT R:Renewal |
| NON-FINAL ACTION E-MAILED | 2015-12-03 | 11 GNRT O:Outgoing Correspondence |
| NOTIFICATION OF NON-FINAL ACTION E-MAILED | 2015-12-03 | 12 GNRN O:Outgoing Correspondence |
| ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | 2016-01-27 | 13 ASCK I:Incoming Correspondence |
| TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | 2016-02-19 | 14 REAP I:Incoming Correspondence |
| ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 2016-02-19 | 15 ARAA I:Incoming Correspondence |
| TEAS REQUEST TO DIVIDE RECEIVED | 2016-02-22 | 16 ERTD I:Incoming Correspondence |
| TEAS RESPONSE TO OFFICE ACTION RECEIVED | 2016-02-22 | 17 TROA I:Incoming Correspondence |
| CORRESPONDENCE RECEIVED IN LAW OFFICE | 2016-02-22 | 18 CRFA I:Incoming Correspondence |
| TEAS/EMAIL CORRESPONDENCE ENTERED | 2016-02-22 | 19 TEME I:Incoming Correspondence |
| CASE ASSIGNED TO INTENT TO USE PARALEGAL | 2016-02-29 | 20 AITU A:Allowance for Publication |
| ITU OFFICE ACTION ISSUED FOR DIVISIONAL REQUEST | 2016-02-29 | 21 INCD O:Outgoing Correspondence |
| REPORT UNRESPONSIVE AMENDMENT - COMPLETED | 2016-02-29 | 22 NAUD R:Renewal |
| NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED | 2016-02-29 | 23 GAUD O:Outgoing Correspondence |
| NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED | 2016-02-29 | 24 GAUN O:Outgoing Correspondence |
| TEAS REQUEST TO DIVIDE RECEIVED | 2016-03-16 | 25 ERTD I:Incoming Correspondence |
| TEAS RESPONSE TO OFFICE ACTION RECEIVED | 2016-03-16 | 26 TROA I:Incoming Correspondence |
| CORRESPONDENCE RECEIVED IN LAW OFFICE | 2016-03-16 | 27 CRFA I:Incoming Correspondence |
| TEAS/EMAIL CORRESPONDENCE ENTERED | 2016-03-17 | 28 TEME I:Incoming Correspondence |
| DIVISIONAL REQUEST RECEIVED | 2016-03-16 | 29 DRRR I:Incoming Correspondence |
| DIVISIONAL PROCESSING COMPLETE | 2016-03-23 | 30 DPCC D:Assigned to Examiner |
| TEAS VOLUNTARY AMENDMENT RECEIVED | 2016-04-07 | 31 PARI I:Incoming Correspondence |
| CORRESPONDENCE RECEIVED IN LAW OFFICE | 2016-04-08 | 32 CRFA I:Incoming Correspondence |
| TEAS/EMAIL CORRESPONDENCE ENTERED | 2016-04-08 | 33 TEME I:Incoming Correspondence |
| APPROVED FOR PUB - PRINCIPAL REGISTER | 2016-04-08 | 34 CNSA O:Outgoing Correspondence |
| NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | 2016-04-27 | 35 NONP E:E-Mail |
| PUBLISHED FOR OPPOSITION | 2016-05-17 | 36 PUBO A:Allowance for Publication |
| OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | 2016-05-17 | 37 NPUB E:E-Mail |
| REGISTERED-PRINCIPAL REGISTER | 2016-08-02 | 38 R.PR A:Allowance for Publication |
| TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | 2018-05-14 | 39 REAP I:Incoming Correspondence |
| ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 2018-05-14 | 40 ARAA I:Incoming Correspondence |
| ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | 2019-05-15 | 41 ASCK I:Incoming Correspondence |
| AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | 2020-02-26 | 42 ASGN I:Incoming Correspondence |
| COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | 2021-08-02 | 43 REM1 E:E-Mail |
| TEAS SECTION 8 & 15 RECEIVED | 2022-11-09 | 44 E815 I:Incoming Correspondence |
| CASE ASSIGNED TO POST REGISTRATION PARALEGAL | 2023-05-23 | 45 APRE A:Allowance for Publication |
| REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | 2023-06-06 | 46 C15A O:Outgoing Correspondence |
| NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | 2023-06-06 | 47 NA85 E:E-Mail |
| ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | 2023-12-06 | 48 ASCK I:Incoming Correspondence |
| TEAS CHANGE OF OWNER ADDRESS RECEIVED | 2023-12-18 | 49 COAR I:Incoming Correspondence |
| APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | 2023-12-18 | 50 CHAN I:Incoming Correspondence |
| TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | 2023-12-18 | 51 REAP I:Incoming Correspondence |
| ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 2023-12-18 | 52 ARAA I:Incoming Correspondence |
| TEAS CHANGE OF CORRESPONDENCE RECEIVED | 2023-12-18 | 53 TCCA I:Incoming Correspondence |
| TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | 2023-12-18 | 54 EWAF I:Incoming Correspondence |
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