1040 ANALYST
Live / Registered — Registered and renewed (as of 10 Sept 2026)
What this means for you
Registered since 31 May 2016. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 31 May 2026).
Record
- Serial number
- 86978636
- Registration number
- 4970809
- Mark type
- Stylized text
- Filed
- 10 Feb 2015
- Registered
- 31 May 2016
- Next maintenance due
- 31 May 2026
- Attorney of record
- Dyan Finguerra-DuCharme
Goods and services
- Class 041 — Education and entertainment services: 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
Owner
- AVANTAX WEALTH MANAGEMENT, INC., IRVING, TX, US
- H.D. Vest, Inc., Irving, TX, US
- H.D. Vest, Inc., Irving, TX, US
Prior registrations
Prosecution history
- 10 Sept 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 10 Sept 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 10 Sept 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 07 Sept 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 17 Jul 2026 — TEAS SECTION 8 & 9 RECEIVED
- 01 Jun 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
- 18 May 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 18 May 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED