TAX OWL Trademark

Trademark Overview


On Tuesday, July 30, 2024, a trademark application was filed for TAX OWL with the United States Patent and Trademark Office. The USPTO has given the TAX OWL trademark a serial number of 98674013. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, July 30, 2024. This trademark is owned by BEACON POINTE ADVISORS, LLC. The TAX OWL trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Education services, namely, providing live and on-line classes, seminars and workshops in the field of retirement, financial planning and financial literacy; Entertainment services, namely, providing podcasts in the field of retirement, financial planning and financial literacy; Providing a website featuring non-downloadable videos in the field of retirement, financial planning and financial literacy

Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial management in the field of investment portfolios and retirement; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, mortgage planning; Providing financial information services to individual, employees, the elderly and military personnel; Providing information in the field of financial planning for individuals

Tax advisory services; Tax and taxation planning, advice, information and consultancy services
tax owl

General Information


Serial Number98674013
Word MarkTAX OWL
Filing DateTuesday, July 30, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, July 30, 2024
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 ServicesEducation services, namely, providing live and on-line classes, seminars and workshops in the field of retirement, financial planning and financial literacy; Entertainment services, namely, providing podcasts in the field of retirement, financial planning and financial literacy; Providing a website featuring non-downloadable videos in the field of retirement, financial planning and financial literacy
Goods and ServicesFinancial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial management in the field of investment portfolios and retirement; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, mortgage planning; Providing financial information services to individual, employees, the elderly and military personnel; Providing information in the field of financial planning for individuals
Goods and ServicesTax advisory services; Tax and taxation planning, advice, information and consultancy services
NOT AVAILABLE"TAX"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 30, 2024
Primary Code035
First Use Anywhere DateThursday, April 30, 2020
First Use In Commerce DateFriday, September 30, 2022

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 30, 2024
Primary Code036
First Use Anywhere DateThursday, April 30, 2020
First Use In Commerce DateFriday, September 30, 2022

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateTuesday, July 30, 2024
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameBEACON POINTE ADVISORS, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNewport Beach, CA 92660

Trademark Events


Event DateEvent Description
Tuesday, July 30, 2024NEW APPLICATION ENTERED
Tuesday, July 30, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED