TAX-LOSS HARVESTER Trademark

Trademark Overview

On Tuesday, January 28, 2020, a trademark application was filed for TAX-LOSS HARVESTER with the United States Patent and Trademark Office. The USPTO has given the TAX-LOSS HARVESTER trademark a serial number of 88776558. The federal status of this trademark filing is REGISTERED as of Tuesday, December 15, 2020. This trademark is owned by TaxSmart Research, LLC. The TAX-LOSS HARVESTER trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Online, non-downloadable software for use by financial services professionals in their wealth management practices to identify investment strategies and conduct financial and investment transactions and assessments for their clients
tax-loss harvester

General Information

Serial Number88776558
Word MarkTAX-LOSS HARVESTER
Filing DateTuesday, January 28, 2020
Status700 - REGISTERED
Status DateTuesday, December 15, 2020
Registration Number6224012
Registration DateTuesday, December 15, 2020
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesOnline, non-downloadable software for use by financial services professionals in their wealth management practices to identify investment strategies and conduct financial and investment transactions and assessments for their clients

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 DateMonday, February 3, 2020
Primary Code042
First Use Anywhere DateTuesday, November 12, 2019
First Use In Commerce DateTuesday, November 12, 2019

Trademark Owner History

Party NameAWM DATA, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressDALLAS, TX 75019
Party NameTaxSmart Research, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressIrving, TX 75038
Party NameTaxSmart Research, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressIrving, TX 75038

Trademark Events

Event DateEvent Description
Wednesday, April 15, 2020ASSIGNED TO EXAMINER
Monday, May 4, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, January 31, 2020NEW APPLICATION ENTERED
Monday, February 3, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, May 4, 2020NON-FINAL ACTION WRITTEN
Monday, May 4, 2020NON-FINAL ACTION E-MAILED
Friday, October 16, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, October 16, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, October 16, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, October 16, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, October 16, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, November 2, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, November 3, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, November 10, 2020EXAMINERS AMENDMENT E-MAILED
Monday, November 2, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 10, 2020EXAMINERS AMENDMENT -WRITTEN
Tuesday, November 10, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, November 10, 2020EXAMINER'S AMENDMENT ENTERED
Tuesday, November 10, 2020APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, November 11, 2020ASSIGNED TO LIE
Thursday, November 12, 2020LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, December 15, 2020REGISTERED-SUPPLEMENTAL REGISTER
Monday, December 18, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, December 28, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, December 18, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, December 18, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, December 18, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, December 18, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, December 18, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, July 4, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

harvester loss their investment financial strategies conduct transactions clients assessments identify management