TAX-SMART INDEXING Trademark
Trademark Overview
On Monday, April 3, 2017, a trademark application was filed for TAX-SMART INDEXING with the United States Patent and Trademark Office. The USPTO has given the TAX-SMART INDEXING trademark a serial number of 87396265. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Monday, January 22, 2018. This trademark is owned by Hewins Financial Advisors, LLC. The TAX-SMART INDEXING trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and advisory services, namely, providing an in-house, cost-effective investment approach that combines the advantages of indexing with tax-loss harvesting, i.e., selling securities to realize capital losses to offset realized gains, in a separate vehicle
General Information
| Serial Number | 87396265 |
| Word Mark | TAX-SMART INDEXING |
| Filing Date | Monday, April 3, 2017 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Monday, January 22, 2018 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning and advisory services, namely, providing an in-house, cost-effective investment approach that combines the advantages of indexing with tax-loss harvesting, i.e., selling securities to realize capital losses to offset realized gains, in a separate vehicle |
Classification Information
| 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, April 7, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, September 14, 2015 |
| First Use In Commerce Date | Monday, September 14, 2015 |
Trademark Owner History
| Party Name | Hewins Financial Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Redwood City, CA 94065 |
Trademark Events
| Event Date | Event Description |
| Monday, January 22, 2018 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| Monday, January 22, 2018 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Monday, June 26, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 26, 2017 | NON-FINAL ACTION E-MAILED |
| Monday, June 26, 2017 | NON-FINAL ACTION WRITTEN |
| Sunday, June 25, 2017 | ASSIGNED TO EXAMINER |
| Friday, April 7, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, April 6, 2017 | NEW APPLICATION ENTERED IN TRAM |
