AVANTAX

Mark For: AVANTAX™ trademark registration is intended to cover the categories of providing online non-downloadable software to financial services professionals for the creation and presentation of assessment reports and financial plans; Providing online non-downloadable software for the preparation of legal documents, namely, wills and estate planning documents; Providing a website featuring online non-downloadable software in the financial planning field, namely, software as a service (SAAS) featuring software for use by financial services professionals to design, assess, manage, and report financial plans, conduct financial and investment transactions, and assess and manage financial portfolios and investments; Computer services, namely, creating online network-based indexes of information, sites, and other resources related to financial services; Computer technology support services, namely, help desk support services. [all]

Status

2020-04-08 UTC
⟳ Refresh

LIVE APPLICATION Opposition Pending

Research	OneLook Acronym Finder
Serial Number	88478796
Mark Literal Elements	AVANTAX
Mark Drawing Type	4 - STANDARD CHARACTER MARK
Mark Type	TRADEMARK. SERVICE MARK
Register	PRINCIPAL
Current Location	PUBLICATION AND ISSUE SECTION 2019-10-31
Basis	1(b)
Class Status	ACTIVE
Primary US Classes	100: Miscellaneous 101: Advertising and Business
Primary International Class	042 - Primary Class (Computer, scientific & legal) Scientific and technological services and research and design relating thereto: industrial analysis and research services; design and development of computer hardware and software; legal services.
Filed Use	No
Current Use	No
Intent To Use	Yes
Filed ITU	Yes
44D Filed	No
44E Current	No
66A Current	No
Current Basis	No
No Basis	No
Attorney Name	Cheryl P. Leb
Attorney Docket Number	13701-0100
Law Office Assigned	M70
Employee Name	CARROLL, DORITT

Timeline

IC 009. US 021 023 026 036 038. G & S: Downloadable software in the nature of mobile applications for use by financial services professionals in conducting financial and investment transactions and assessments
IC 016. US 002 005 022 023 029 037 038 050. G & S: Printed materials and reports, namely, educational materials and reports in the fields of professional money management services, investment and portfolio management services, financial planning, estate planning, financial investment brokerage, securities brokerage, commodity brokerage, stock brokerage, and insurance brokerage; Printed reports featuring financial information and financial planning analysis; Printed forms for use by financial services professionals
IC 035. US 100 101 102. G & S: Providing online business and account management information for financial services professionals, namely, commission statements, quarterly reports, and client account information and invoices; Offering a website that provides financial services professionals with business and account management data and reports to support their practices
IC 036. US 100 101 102. G & S: Providing information, advisory, consultancy, and research services to financial services professionals in the fields of financial management and financial investment advisory services; Investment account management services, namely, providing customizable brokerage accounts consisting of mutual funds and individual securities; Financial management services, namely, investment management services offered to high net worth individuals; Financial portfolio management; Financial investment brokerage; Securities and commodities brokerage; Insurance brokerage; Financial administration of retirement plans; Providing financial and investment portfolio review and analysis; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial planning services, namely, providing information and advice in the fields of retirement planning, estate planning, investment portfolio management, and wealth optimization by analyzing an individual's investments in relation to his or her taxable income and tax bracket; Providing financial services forms and research services, namely, providing a website for financial services professionals to generate customizable forms for financial and estate planning and to access data and resources related to financial planning
IC 041. US 100 101 107. G & S: Educational services, namely, providing seminars, classes, workshops, and continuing education courses in the fields of financial planning, investing, insurance, financial portfolio management, estate planning, professional money management, financial investment brokerage, business management, business development, marketing, sales methods, leadership, customer relationship management, and technology to support financial services professionals; Professional coaching programs, namely, conducting workshops concerning investment portfolio management for financial and investment advisors; Providing online articles, reports, and white papers in the fields of financial advising and investing
IC 042. US 100 101. G & S: Providing online non-downloadable software to financial services professionals for the creation and presentation of assessment reports and financial plans; Providing online non-downloadable software for the preparation of legal documents, namely, wills and estate planning documents; Providing a website featuring online non-downloadable software in the financial planning field, namely, software as a service (SAAS) featuring software for use by financial services professionals to design, assess, manage, and report financial plans, conduct financial and investment transactions, and assess and manage financial portfolios and investments; Computer services, namely, creating online network-based indexes of information, sites, and other resources related to financial services; Computer technology support services, namely, help desk support services