| Serial Number | 97364504 |
| Word Mark | AVANTAX RETIREMENT PLAN SERVICES |
| Filing Date | Thursday, April 14, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 6, 2023 |
| Registration Number | 7072599 |
| Registration Date | Tuesday, June 6, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 21, 2023 |
| Goods and Services | Retirement plan services for employers, namely, financial administration of customized employee retirement plans; investment management; providing financial retirement plan consulting services to employers on designing and administering an employee retirement plan; financial administration of retirement plans, namely, administering employee enrollment, determining plan eligibility, monitoring payroll contribution, processing participant loans, processing participant withdrawals, preparing tax reports, and performing vesting calculations, account valuations, and profit-sharing and employer match contributions |
| Disclaimer with Predetermined Text | "RETIREMENT PLAN SERVICES" |
| 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 | Wednesday, April 20, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 1, 2021 |
| First Use In Commerce Date | Friday, January 1, 2021 |
| 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 | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | DALLAS, TX 75019 |
| Party Name | Blucora, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75019 |
| Event Date | Event Description |
| Monday, December 18, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, December 18, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, December 18, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, December 18, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, December 18, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, December 18, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, December 6, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, June 6, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, June 6, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, May 10, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, March 21, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 21, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 1, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, February 15, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, February 10, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, February 9, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, February 8, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 8, 2023 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, February 8, 2023 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, February 8, 2023 | FINAL REFUSAL E-MAILED |
| Wednesday, February 8, 2023 | FINAL REFUSAL WRITTEN |
| Tuesday, February 7, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, February 6, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, February 6, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, February 3, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, February 3, 2023 | NON-FINAL ACTION E-MAILED |
| Friday, February 3, 2023 | NON-FINAL ACTION WRITTEN |
| Tuesday, January 31, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, April 20, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, April 18, 2022 | NEW APPLICATION ENTERED |