AVANTAX INTELLIGENT PLANNING Trademark
Trademark Overview
On Wednesday, September 6, 2023, a trademark application was filed for AVANTAX INTELLIGENT PLANNING with the United States Patent and Trademark Office. The USPTO has given the AVANTAX INTELLIGENT PLANNING trademark a serial number of 98166869. The federal status of this trademark filing is REGISTERED as of Tuesday, August 27, 2024. This trademark is owned by Avantax, Inc.. The AVANTAX INTELLIGENT PLANNING trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Educational services, namely, providing continuing education courses to financial services professionals in the field of financial planning, investing, insurance, financial portfolio management, estate planning, professional money management, and financial investment brokerage
Providing a financial planning program for financial services professionals, namely, providing strategies, information, and advice in the fields of tax-focused investing, retirement planning, insurance planning, financial planning for businesses, real estate planning, educational information about financial planning, cash flow management, and wealth optimization by analyzing an individual's investments and financial plans in relation to his or her taxable income and tax bracket
General Information
| Serial Number | 98166869 |
| Word Mark | AVANTAX INTELLIGENT PLANNING |
| Filing Date | Wednesday, September 6, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 27, 2024 |
| Registration Number | 7486960 |
| Registration Date | Tuesday, August 27, 2024 |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, June 11, 2024 |
Trademark Statements
| Goods and Services | Educational services, namely, providing continuing education courses to financial services professionals in the field of financial planning, investing, insurance, financial portfolio management, estate planning, professional money management, and financial investment brokerage |
| Description of Mark | The mark consists of the word "AVANTAX" with the words "INTELLIGENT PLANNING" appearing below and flush with the right border. |
| Goods and Services | Providing a financial planning program for financial services professionals, namely, providing strategies, information, and advice in the fields of tax-focused investing, retirement planning, insurance planning, financial planning for businesses, real estate planning, educational information about financial planning, cash flow management, and wealth optimization by analyzing an individual's investments and financial plans in relation to his or her taxable income and tax bracket |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "PLANNING" |
Classification Information
| 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 | Thursday, September 28, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, July 31, 2023 |
| First Use In Commerce Date | Monday, July 31, 2023 |
| 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 | Thursday, September 28, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, July 31, 2023 |
| First Use In Commerce Date | Monday, July 31, 2023 |
Trademark Owner History
| Party Name | Avantax, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75019 |
| Party Name | Avantax, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75019 |
| Party Name | Avantax, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75019 |
Trademark Events
| Event Date | Event Description |
| Saturday, September 9, 2023 | NEW APPLICATION ENTERED |
| Thursday, September 28, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 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 |
| Thursday, May 2, 2024 | ASSIGNED TO EXAMINER |
| Monday, May 6, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, May 6, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Monday, May 6, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, May 6, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Monday, May 6, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 22, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 11, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 11, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 27, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 27, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
