1040 ANALYST Trademark

Trademark Overview

On Friday, December 20, 2013, a trademark application was filed for 1040 ANALYST with the United States Patent and Trademark Office. The USPTO has given the 1040 ANALYST trademark a serial number of 86149491. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, April 23, 2025. This trademark is owned by H.D. Vest, Inc.. The 1040 ANALYST trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing on-line non-downloadable software for creating reports identifying investment and planning opportunities for federal tax returns
1040 analyst

General Information

Serial Number86149491
Word Mark1040 ANALYST
Filing DateFriday, December 20, 2013
Status800 - REGISTERED AND RENEWED
Status DateWednesday, April 23, 2025
Registration Number4648020
Registration DateTuesday, December 2, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 16, 2014

Trademark Statements

Goods and ServicesProviding on-line non-downloadable software for creating reports identifying investment and planning opportunities for federal tax returns

Classification Information

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateTuesday, January 7, 2014
Primary Code042
First Use Anywhere DateFriday, March 31, 1989
First Use In Commerce DateFriday, March 31, 1989

Trademark Owner History

Party NameAVANTAX WEALTH MANAGEMENT, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressIRVING, TX 75038
Party NameAvantax Wealth Management, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressIrving, TX 75038
Party NameH.D. Vest, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressIrving, TX 75038
Party NameH.D. Vest, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressIrving, TX 75038

Trademark Events

Event DateEvent Description
Wednesday, January 22, 2014ASSIGNED TO EXAMINER
Tuesday, December 24, 2013NEW APPLICATION ENTERED
Tuesday, January 7, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, August 7, 2014AMENDMENT FROM APPLICANT ENTERED
Monday, January 27, 2014NON-FINAL ACTION WRITTEN
Monday, January 27, 2014NON-FINAL ACTION E-MAILED
Monday, January 27, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, July 25, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, July 25, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, July 26, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, July 28, 2014PAPER RECEIVED
Wednesday, July 30, 2014ASSIGNED TO LIE
Thursday, August 7, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 14, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, August 12, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, August 13, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, August 27, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 16, 2014PUBLISHED FOR OPPOSITION
Tuesday, September 16, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 2, 2014REGISTERED-PRINCIPAL REGISTER
Wednesday, January 27, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, February 19, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, February 19, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, May 14, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 25, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, May 15, 2019ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, December 2, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, February 25, 2020TEAS SECTION 8 & 15 RECEIVED
Tuesday, February 25, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, February 25, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 25, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 25, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, February 26, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, December 6, 2023ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, December 18, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, April 21, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, April 21, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, April 21, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, December 2, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, December 18, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, December 18, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, December 18, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, December 18, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, December 18, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, November 27, 2024TEAS SECTION 8 & 9 RECEIVED
Monday, April 21, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, April 23, 2025REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, April 23, 2025REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, April 23, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Related Keywords

analyst planning investment opportunities federal returns identifying reports line downloadable software