TAX INTELLIGENT ANALYZER Trademark

Trademark Overview


On Friday, July 26, 2024, a trademark application was filed for TAX INTELLIGENT ANALYZER with the United States Patent and Trademark Office. The USPTO has given the TAX INTELLIGENT ANALYZER trademark a serial number of 98668250. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, February 4, 2025. This trademark is owned by Cetera Financial Holdings, Inc.. The TAX INTELLIGENT ANALYZER trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Temporary use of on-line non-downloadable computer software, web-based software applications, and platform as a service (PAAS) featuring computer software platforms for use by financial professionals to assess wealth management opportunities and growth potential of their tax books by reviewing investible assets and revenue projections; software as a service (SAAS) featuring software for use by financial professionals to assess wealth management opportunities and growth potential of their tax books by reviewing investible assets and revenue projections
tax intelligent analyzer

General Information


Serial Number98668250
Word MarkTAX INTELLIGENT ANALYZER
Filing DateFriday, July 26, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateTuesday, February 4, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesTemporary use of on-line non-downloadable computer software, web-based software applications, and platform as a service (PAAS) featuring computer software platforms for use by financial professionals to assess wealth management opportunities and growth potential of their tax books by reviewing investible assets and revenue projections; software as a service (SAAS) featuring software for use by financial professionals to assess wealth management opportunities and growth potential of their tax books by reviewing investible assets and revenue projections

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 DateFriday, July 26, 2024
Primary Code042
First Use Anywhere DateTuesday, April 30, 2024
First Use In Commerce DateTuesday, April 30, 2024

Trademark Owner History


Party NameCetera Financial Holdings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressEl Segundo, CA 90245

Trademark Events


Event DateEvent Description
Tuesday, February 4, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, February 4, 2025ASSIGNED TO EXAMINER
Tuesday, February 4, 2025NON-FINAL ACTION WRITTEN
Tuesday, February 4, 2025NON-FINAL ACTION E-MAILED
Friday, July 26, 2024NEW APPLICATION ENTERED
Friday, July 26, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, April 10, 2025TEAS AMENDMENT OF USE RECEIVED
Thursday, April 10, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, April 10, 2025AMENDMENT TO USE PROCESSING COMPLETE
Thursday, April 10, 2025USE AMENDMENT FILED