AVANTAX WEALTH MANAGEMENT

Mark For: AVANTAX WEALTH MANAGEMENT® trademark registration is intended to cover the categories of 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. [all]

Status

2020-12-05 UTC
⟳ Refresh

LIVE APPLICATION Awaiting Examination

Website	www.avantaxwealthmanagement.com
Research	OneLook Acronym Finder
Serial Number	90237242
Registration Number	6489927
Mark Literal Elements	AVANTAX WEALTH MANAGEMENT
Mark Drawing Type	4 - STANDARD CHARACTER MARK
Mark Type	TRADEMARK. SERVICE MARK
Register	PRINCIPAL
Current Location	NEW APPLICATION PROCESSING 2020-11-03
Basis	1(a)
Class Status	ACTIVE
Primary US Classes	002: Receptacles 005: Adhesives 022: Games, Toys and Sporting Good 023: Cutlery, Machinery, Tools and Parts Thereof 029: Brooms, Brushes and Dusters 037: Paper and Stationery 038: Prints and Publications 050: Merchandise Not Otherwise Classified
Primary International Class	016 - Primary Class (Paper goods and printed matter) Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks.
Filed Use	Yes
Current Use	Yes
Intent To Use	No
Filed ITU	No
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

Timeline

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. FIRST USE: 20191001. FIRST USE IN COMMERCE: 20191001
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. FIRST USE: 20191001. FIRST USE IN COMMERCE: 20191001
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. FIRST USE: 20191001. FIRST USE IN COMMERCE: 20191001
IC 041. US 100 101 107. G & S: Educational services, namely, providing seminars, conferences, 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. FIRST USE: 20191001. FIRST USE IN COMMERCE: 20191001
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 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. FIRST USE: 20191001. FIRST USE IN COMMERCE: 20191001