| Trademark Snap Shot Amendment & Mail Processing Stylesheet (Table presents the data on Amendment & Mail Processing Complete) |
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OVERVIEW |
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| SERIAL NUMBER | 88478796 | FILING DATE | 06/18/2019 |
| REG NUMBER | 0000000 | REG DATE | N/A |
| REGISTER | PRINCIPAL | MARK TYPE | TRADEMARK |
| INTL REG # | N/A | INTL REG DATE | N/A |
| TM ATTORNEY | CARROLL, DORITT |
L.O. ASSIGNED | 116 |
PUB INFORMATION |
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| RUN DATE | 10/05/2019 | ||
| PUB DATE | N/A | ||
| STATUS | 661-RESPONSE AFTER NON-FINAL-ACTION-ENTERED | ||
| STATUS DATE | 10/04/2019 | ||
| LITERAL MARK ELEMENT | AVANTAX | ||
| DATE ABANDONED | N/A | DATE CANCELLED | N/A |
| SECTION 2F | NO | SECTION 2F IN PART | NO |
| SECTION 8 | NO | SECTION 8 IN PART | NO |
| SECTION 15 | NO | REPUB 12C | N/A |
| RENEWAL FILED | NO | RENEWAL DATE | N/A |
| DATE AMEND REG | N/A | ||
FILING BASIS |
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| FILED BASIS | CURRENT BASIS | AMENDED BASIS | |||
| 1 (a) | NO | 1 (a) | NO | 1 (a) | NO |
| 1 (b) | YES | 1 (b) | YES | 1 (b) | NO |
| 44D | NO | 44D | NO | 44D | NO |
| 44E | NO | 44E | NO | 44E | NO |
| 66A | NO | 66A | NO | ||
| NO BASIS | NO | NO BASIS | NO | ||
MARK DATA |
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| STANDARD CHARACTER MARK | YES |
| LITERAL MARK ELEMENT | AVANTAX |
| MARK DRAWING CODE | 4-STANDARD CHARACTER MARK |
| COLOR DRAWING FLAG | NO |
CURRENT OWNER INFORMATION |
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| PARTY TYPE | 10-ORIGINAL APPLICANT |
| NAME | Blucora, Inc. |
| ADDRESS | Suite 400 6333 State Highway 161 Irving, TX 75038 |
| ENTITY | 03-CORPORATION |
| CITIZENSHIP | Delaware |
GOODS AND SERVICES |
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| INTERNATIONAL CLASS | 009 |
| DESCRIPTION TEXT | Downloadable software in the nature of mobile applications for use by financial services professionals in conducting financial and investment transactions and assessments |
| INTERNATIONAL CLASS | 016 |
| DESCRIPTION TEXT | 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 |
| INTERNATIONAL CLASS | 035 |
| DESCRIPTION TEXT | Providing online business and accounting 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 |
| INTERNATIONAL CLASS | 036 |
| DESCRIPTION TEXT | 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 |
| INTERNATIONAL CLASS | 041 |
| DESCRIPTION TEXT | 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 |
| INTERNATIONAL CLASS | 042 |
| DESCRIPTION TEXT | 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 |
GOODS AND SERVICES CLASSIFICATION |
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| INTERNATIONAL CLASS | 009 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 016 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 035 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 036 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 041 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 042 | FIRST USE DATE | NONE | FIRST USE IN COMMERCE DATE | NONE | CLASS STATUS | 6-ACTIVE |
MISCELLANEOUS INFORMATION/STATEMENTS |
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| CHANGE IN REGISTRATION | NO |
PROSECUTION HISTORY |
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| DATE | ENT CD | ENT TYPE | DESCRIPTION | ENT NUM |
| 10/04/2019 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | 009 |
| 10/02/2019 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | 008 |
| 10/02/2019 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 007 |
| 09/10/2019 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | 006 |
| 09/10/2019 | GNRT | F | NON-FINAL ACTION E-MAILED | 005 |
| 09/10/2019 | CNRT | R | NON-FINAL ACTION WRITTEN | 004 |
| 09/09/2019 | DOCK | D | ASSIGNED TO EXAMINER | 003 |
| 06/28/2019 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM | 002 |
| 06/21/2019 | NWAP | I | NEW APPLICATION ENTERED IN TRAM | 001 |
CURRENT CORRESPONDENCE INFORMATION |
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| ATTORNEY | Cheryl P. Leb |
| CORRESPONDENCE ADDRESS | Cheryl P. Leb KELLY HART & HALLMAN LLP SUITE 2500 201 MAIN STREET FORT WORTH TX 76102 |
| DOMESTIC REPRESENTATIVE | NONE |