| Serial Number | 90237242 |
| Word Mark | AVANTAX WEALTH MANAGEMENT |
| Filing Date | Tuesday, October 6, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 21, 2021 |
| Registration Number | 6489927 |
| Registration Date | Tuesday, September 21, 2021 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 6, 2021 |
| Goods and Services | 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 |
| 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 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 |
| Goods and Services | Providing online business information and business account management information for financial services professionals, namely, commission statements, quarterly reports, and client account information and invoices; providing an online computer website that provides financial services professionals with business and account management data and business reports to support their practices |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| Goods and Services | 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 |
| 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, November 20, 2020 |
| 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, November 20, 2020 |
| 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, November 20, 2020 |
| 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, November 20, 2020 |
| 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, November 20, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, October 1, 2019 |
| First Use In Commerce Date | Tuesday, October 1, 2019 |
| Party Name | AVANTAX, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75019 |
| Party Name | Blucora, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75019 |
| Party Name | Blucora, Inc. |
| Party Type | 20 - Owner at 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 |
| Wednesday, May 10, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, February 15, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, September 21, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 6, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 6, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 16, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, May 27, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, May 27, 2021 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, May 27, 2021 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, May 27, 2021 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, May 27, 2021 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, April 28, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, April 27, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, April 27, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 21, 2021 | ASSIGNED TO EXAMINER |
| Tuesday, March 16, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 16, 2021 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 16, 2021 | NON-FINAL ACTION WRITTEN |
| Friday, March 5, 2021 | ASSIGNED TO EXAMINER |
| Friday, November 20, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 15, 2020 | NEW APPLICATION ENTERED |