THE FINANCIAL SERVICES FIRM OF TAX PROFESSIONALS Trademark

Trademark Overview

On Thursday, December 6, 2012, a trademark application was filed for THE FINANCIAL SERVICES FIRM OF TAX PROFESSIONALS with the United States Patent and Trademark Office. The USPTO has given the THE FINANCIAL SERVICES FIRM OF TAX PROFESSIONALS trademark a serial number of 85796937. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Wednesday, September 30, 2020. This trademark is owned by H.D. Vest, Inc.. The THE FINANCIAL SERVICES FIRM OF TAX PROFESSIONALS trademark is filed in the Insurance & Financial Services category with the following description:

Financial investment and insurance services, namely, insurance brokerage, professional money management services, financial planning for retirement financial and estate planning services, financial portfolio management, and financial investment, security, commodity and stock brokerage services
the financial services firm of tax professionals

General Information

Serial Number85796937
Word MarkTHE FINANCIAL SERVICES FIRM OF TAX PROFESSIONALS
Filing DateThursday, December 6, 2012
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, September 30, 2020
Registration Number4476961
Registration DateTuesday, February 4, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 19, 2013

Trademark Statements

Goods and ServicesFinancial investment and insurance services, namely, insurance brokerage, professional money management services, financial planning for retirement financial and estate planning services, financial portfolio management, and financial investment, security, commodity and stock brokerage services
Disclaimer with Predetermined Text"FINANCIAL SERVICES FIRM"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 18, 2012
Primary Code036
First Use Anywhere DateTuesday, November 30, 1999
First Use In Commerce DateTuesday, November 30, 1999

Trademark Owner History

Party NameAVANTAX WEALTH MANAGEMENT, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressIRVING, TX 75038
Party NameH.D. Vest, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressIrving, TX 75038
Party NameH.D. Vest, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressIrving, TX 75038
Party NameH.D. Vest, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressIrving, TX 75038

Trademark Events

Event DateEvent Description
Monday, December 18, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, December 18, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, December 18, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, December 18, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, December 18, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, December 18, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, December 6, 2023ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Saturday, February 4, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, September 30, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, September 30, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, September 30, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, August 4, 2020TEAS SECTION 8 & 15 RECEIVED
Wednesday, February 26, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, May 15, 2019ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, February 4, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, May 14, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, May 14, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, February 19, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, February 19, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, January 27, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, February 4, 2014REGISTERED-PRINCIPAL REGISTER
Tuesday, November 19, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 19, 2013PUBLISHED FOR OPPOSITION
Wednesday, October 30, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Saturday, October 12, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, October 12, 2013ASSIGNED TO LIE
Sunday, September 29, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, September 9, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, September 9, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, September 9, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, March 29, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, March 29, 2013NON-FINAL ACTION E-MAILED
Friday, March 29, 2013NON-FINAL ACTION WRITTEN
Saturday, March 23, 2013ASSIGNED TO EXAMINER
Tuesday, December 18, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, December 10, 2012NEW APPLICATION ENTERED

Related Keywords

professionals firm services financial planning management brokerage insurance investment security stock commodity