| Serial Number | 86416324 |
| Word Mark | V4 CLIENT EXPERIENCE |
| Filing Date | Tuesday, October 7, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, June 24, 2022 |
| Registration Number | 4868095 |
| Registration Date | Tuesday, December 8, 2015 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 28, 2015 |
| Goods and Services | Coaching program in the nature of conducting workshops concerning investment portfolio management for financial and investment advisors; education services, namely, providing seminars, mentoring, classes and workshops in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; educational services, namely, providing continuing professional education courses in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; professional coaching services in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology |
| Pseudo Mark | VEST FOUR CLIENT EXPERIENCE |
| Goods and Services | Financial and investment advisor-client engagement process services incorporating proprietary technology and wealth management tools, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services |
| Disclaimer with Predetermined Text | "CLIENT" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, June 24, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, December 31, 2014 |
| First Use In Commerce Date | Wednesday, December 31, 2014 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, June 24, 2022 |
| Primary Code | 041 |
| First Use Anywhere Date | Wednesday, December 31, 2014 |
| First Use In Commerce Date | Wednesday, December 31, 2014 |
| Party Name | AVANTAX WEALTH MANAGEMENT, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | IRVING, TX 75038 |
| Party Name | H.D. Vest, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Irving, TX 75038 |
| Party Name | H.D. Vest, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Irving, TX 75038 |
| Party Name | H.D. Vest, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Irving, TX 75038 |
| Event Date | Event Description |
| Wednesday, December 6, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Friday, June 24, 2022 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, December 8, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, February 26, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, May 15, 2019 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Monday, May 14, 2018 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, May 14, 2018 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, February 19, 2016 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, February 19, 2016 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, December 8, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, November 4, 2015 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, November 3, 2015 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, November 3, 2015 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, October 23, 2015 | USE AMENDMENT FILED |
| Monday, November 2, 2015 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, October 23, 2015 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, September 22, 2015 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, July 28, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 28, 2015 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 8, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, June 20, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, June 20, 2015 | ASSIGNED TO LIE |
| Wednesday, June 3, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 3, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 3, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, June 3, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, January 27, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, January 27, 2015 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 27, 2015 | NON-FINAL ACTION WRITTEN |
| Tuesday, January 27, 2015 | ASSIGNED TO EXAMINER |
| Monday, November 3, 2014 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, October 14, 2014 | NOTICE OF PSEUDO MARK MAILED |
| Saturday, October 11, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, October 10, 2014 | NEW APPLICATION ENTERED |