V4 CLIENT EXPERIENCE
Dead / Cancelled — Cancelled — Section 8 (as of 24 Jun 2022)
What this means for you
This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.
Record
- Serial number
- 86416324
- Registration number
- 4868095
- Mark type
- Stylized text
- Filed
- 07 Oct 2014
- Published for opposition
- 28 Jul 2015
- Registered
- 08 Dec 2015
- Attorney of record
- Cheryl P. Leb
Goods and services
- Class 036 — Insurance and financial 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
- Class 041 — Education and entertainment 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
Owner
- AVANTAX WEALTH MANAGEMENT, INC., IRVING, TX, US
- H.D. Vest, Inc., Irving, TX, US
- H.D. Vest, Inc., Irving, TX, US
- H.D. Vest, Inc., Irving, TX, US
Prosecution history
- 06 Dec 2023 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 24 Jun 2022 — CANCELLED SEC. 8 (6-YR)
- 08 Dec 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 26 Feb 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 15 May 2019 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 14 May 2018 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 14 May 2018 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 19 Feb 2016 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 19 Feb 2016 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 08 Dec 2015 — REGISTERED-PRINCIPAL REGISTER
- 04 Nov 2015 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 03 Nov 2015 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 03 Nov 2015 — STATEMENT OF USE PROCESSING COMPLETE
- 23 Oct 2015 — USE AMENDMENT FILED
- 02 Nov 2015 — CASE ASSIGNED TO INTENT TO USE PARALEGAL