AVANTAX Trademark
Trademark Overview
On Tuesday, June 18, 2019, a trademark application was filed for AVANTAX with the United States Patent and Trademark Office. The USPTO has given the AVANTAX trademark a serial number of 88981422. The federal status of this trademark filing is REGISTERED as of Tuesday, June 22, 2021. This trademark is owned by Blucora, Inc.. The AVANTAX trademark is filed in the Paper & Printed Material Products, Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:
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 analyz...
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 of the foregoing excluding consumer lending, consumer loans, auto loans, student loans, mortgage lending, consumer deposits, consumer banking...
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
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
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
General Information
| Serial Number | 88981422 |
| Word Mark | AVANTAX |
| Filing Date | Tuesday, June 18, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 22, 2021 |
| Registration Number | 6398089 |
| Registration Date | Tuesday, June 22, 2021 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 3, 2019 |
Trademark Statements
| Goods and Services | 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; all of the foregoing excluding consumer lending, consumer loans, auto loans, student loans, mortgage lending, consumer deposits, consumer banking services, and credit card services |
| Goods and Services | 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 of the foregoing excluding consumer lending, consumer loans, auto loans, student loans, mortgage lending, consumer deposits, consumer banking services, and credit card services |
| Goods and Services | 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 |
| Goods and Services | 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 |
| Goods and Services | 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 |
Classification Information
| International Class | 016 - 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); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 28, 2019 |
| Primary Code | 016 |
| First Use Anywhere Date | Tuesday, October 1, 2019 |
| First Use In Commerce Date | Tuesday, October 1, 2019 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 28, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, October 1, 2019 |
| First Use In Commerce Date | Tuesday, October 1, 2019 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 28, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, October 1, 2019 |
| First Use In Commerce Date | Tuesday, October 1, 2019 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 28, 2019 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, October 1, 2019 |
| First Use In Commerce Date | Tuesday, October 1, 2019 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 28, 2019 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, October 1, 2019 |
| First Use In Commerce Date | Tuesday, October 1, 2019 |
Trademark Owner History
| Party Name | AVANTAX, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75019
US |
| Party Name | Blucora, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Irving, TX 75038
US |
| Party Name | Blucora, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Irving, TX 75038
US |
| Party Name | Blucora, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Irving, TX 75038
US |
Trademark Events
| Event Date | Event Description |
| Friday, June 21, 2019 | NEW APPLICATION ENTERED |
| Friday, June 28, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, September 9, 2019 | ASSIGNED TO EXAMINER |
| Tuesday, September 10, 2019 | NON-FINAL ACTION WRITTEN |
| Tuesday, September 10, 2019 | NON-FINAL ACTION E-MAILED |
| Tuesday, September 10, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, October 2, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, October 2, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, October 4, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, October 25, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, October 25, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Friday, October 25, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, October 25, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Friday, October 25, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 30, 2019 | ASSIGNED TO LIE |
| Wednesday, November 13, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 3, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 3, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Friday, December 27, 2019 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Wednesday, April 1, 2020 | OPPOSITION INSTITUTED NO. 999999 |
| Tuesday, August 25, 2020 | OPPOSITION DISMISSED NO. 999999 |
| Tuesday, August 25, 2020 | OPPOSITION TERMINATED NO. 999999 |
| Tuesday, August 25, 2020 | TTAB RELEASE CASE TO TRADEMARKS |
| Tuesday, October 6, 2020 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, November 9, 2020 | SOU TEAS EXTENSION RECEIVED |
| Monday, November 9, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Monday, November 9, 2020 | TEAS REQUEST TO DIVIDE RECEIVED |
| Wednesday, November 18, 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, November 9, 2020 | SOU EXTENSION 1 FILED |
| Friday, April 23, 2021 | SOU EXTENSION 1 GRANTED |
| Monday, November 9, 2020 | DIVISIONAL REQUEST RECEIVED |
| Friday, April 23, 2021 | DIVISIONAL PROCESSING COMPLETE |
| Monday, November 9, 2020 | USE AMENDMENT FILED |
| Friday, April 23, 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| Saturday, April 24, 2021 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, May 17, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, May 18, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, June 22, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, February 15, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, May 10, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, December 6, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Monday, December 18, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, December 18, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, December 18, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, December 18, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, December 18, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, December 18, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, June 22, 2026 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
