1040 ANALYST
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 06 Jun 2023)
What this means for you
Registered since 02 Aug 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86529660
- Registration number
- 5010645
- Mark type
- Stylized text
- Filed
- 10 Feb 2015
- Published for opposition
- 17 May 2016
- Registered
- 02 Aug 2016
- Attorney of record
- Dyan Finguerra-DuCharme
Goods and services
- Class 016 — Paper goods and printed matter: Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, stock brokerage, insurance brokerage, and financial information; [ Printed financial services reports to financial services representatives; ] Printed materials in the nature of [ brochures, pamphlets and ] reports identifying investment and planning opportunities by using federal tax returns
- Class 036 — Insurance and financial services: [ Investment services, namely, professional money management services, investment management services, investment account management services; investment account management services, namely, customizable brokerage accounts consisting of mutual funds and individual securities; investment account management services, namely, fund management services for high-net-worth portfolios using select mutual funds as investment vehicles for various asset classes; ] financial planning for retirement; financial planning; [ estate planning; financial portfolio management; financial investment brokerage; securities brokerage; stock brokerage services; insurance services, namely, insurance brokerage; providing financial information; ] providing information and advice in the field of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, stock brokerage, insurance brokerage, financial information, and investment and planning opportunities by using federal tax returns; providing financial services forms to financial services representatives distributed online, namely, providing an Internet website portal in the field of financial services for distributing financial services forms for financial services representatives; providing financial services forms to financial services representatives distributed online, namely, providing a website featuring information in the field of financial services in the nature of financial services forms for financial services representatives
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
Prior registrations
Prosecution history
- 02 Aug 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 18 Dec 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 18 Dec 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 18 Dec 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 18 Dec 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 18 Dec 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 18 Dec 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 06 Dec 2023 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 06 Jun 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 06 Jun 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 23 May 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 09 Nov 2022 — TEAS SECTION 8 & 15 RECEIVED
- 02 Aug 2021 — 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