To: | Blucora, Inc. (trademark.uspto@kellyhart.com) |
Subject: | U.S. Trademark Application Serial No. 88479698 - TAXSIGHT - 13701-0100 |
Sent: | April 01, 2020 07:43:28 AM |
Sent As: | ecom116@uspto.gov |
Attachments: |
United States Patent and Trademark Office (USPTO)
Office Action (Official Letter) About Applicant’s Trademark Application
U.S. Application Serial No. 88479698
Mark: TAXSIGHT
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Correspondence Address: |
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Applicant: Blucora, Inc.
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Reference/Docket No. 13701-0100
Correspondence Email Address: |
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EXAMINER’S AMENDMENT
Issue date: April 01, 2020
USPTO database searched; no conflicting marks found. The trademark examining attorney searched the USPTO database of registered and pending marks and found no conflicting marks that would bar registration under Trademark Act Section 2(d). 15 U.S.C. §1052(d); TMEP §704.02.
Application has been amended as shown below. As agreed to by Leslie Darby on April 1, 2020, the examining attorney has amended the application as shown below. Please notify the examining attorney immediately of any objections. TMEP §707. Otherwise, no response is required. Id. In addition, applicant is advised that amendments to the goods and/or services are permitted only if they clarify or limit them; amendments that add to or broaden the scope of the goods and/or services are not permitted. 37 C.F.R. §2.71(a).
Following entry of the amendments below the likelihood of confusion refusal will be withdrawn.
Identification of Goods and Services
The identification of goods and services is amended to state:
Class 9: No changes.
Class 16: No changes.
Class 35: Providing online business 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 data and reports to support their practices; Promoting the services of financial professionals through search engine referral traffic and analysis
Class 36: 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; Providing a website for use by financial services professionals in financial planning and estate planning featuring customizable forms; Providing financial information in the form of online non-downloadable articles, reports, and white papers in the field of financial advising and investing; Providing financial indices of select securities to enable financial services professionals to evaluate investment and market trends in the securities market; Providing financial information by telephone and by means of a global computer network.
Class 41: 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.
Class 42: 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; Software as a service (SAAS) for financial planning, namely, online non-downloadable software that provides information and assessments in the fields of retirement planning, estate planning, investment portfolio management, and tax optimization strategies; Computer technology support services, namely, help desk support services.
37 C.F.R. §2.32(a)(6); TMEP §1402.01.
/Doritt Carroll/
Trademark Examining Attorney
Law Office 116
571-272-9138
doritt.carroll@uspto.gov