| Serial Number | 88776569 |
| Word Mark | TSI TAX-SMART INVESTING |
| Filing Date | Tuesday, January 28, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 27, 2020 |
| Registration Number | 6183646 |
| Registration Date | Tuesday, October 27, 2020 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 11, 2020 |
| Description of Mark | The mark consists of a parallelogram containing the letters "TSI". Underneath the parallelogram is the phrase "Tax-Smart Investing". |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "TAX-SMART INVESTING" |
| Goods and Services | Providing use of a web-based platform featuring software tools for use by financial services professionals to identify and develop wealth optimization strategies and investment opportunities that benefit the financial services professionals' clients |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, February 3, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, November 4, 2019 |
| First Use In Commerce Date | Monday, November 4, 2019 |
| Party Name | AWM DATA, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | DALLAS, TX 75019 |
| Party Name | TaxSmart Research, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Irving, TX 75038 |
| Party Name | TaxSmart Research, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Irving, TX 75038 |
| Party Name | TaxSmart Research, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Irving, TX 75038 |
| Event Date | Event Description |
| Wednesday, April 15, 2020 | ASSIGNED TO EXAMINER |
| Monday, May 4, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, January 31, 2020 | NEW APPLICATION ENTERED |
| Monday, February 3, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, February 4, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, May 4, 2020 | NON-FINAL ACTION WRITTEN |
| Monday, May 4, 2020 | NON-FINAL ACTION E-MAILED |
| Monday, July 6, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 6, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 7, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 8, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 22, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 11, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 11, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Friday, October 16, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, October 16, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, October 16, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, October 16, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, October 16, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, October 27, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, December 18, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, December 18, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, December 18, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, December 28, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, December 18, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, December 18, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, December 18, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, July 4, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |