TAXSIGHT

What this means for you

This application is over — abandoned 09 Aug 2021. 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

88479698

Mark type

Stylized text

Filed

19 Jun 2019

Published for opposition

12 May 2020

Abandoned

09 Aug 2021

Attorney of record

Cheryl P. Leb

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable software in the nature of mobile applications for use by financial services professionals in conducting financial and investment transactions and assessments; Downloadable software in the nature of mobile applications for monitoring investments, accessing reports and information in the field of finance and investments, and conducting investment portfolio review and analysis
• Class 016 — Paper goods and printed matter: Printed materials and reports, namely, educational materials and reports in the fields of professional money management services, investment and portfolio management services, financial planning, estate planning, financial investment brokerage, securities brokerage, commodity brokerage, stock brokerage, and insurance brokerage; Printed reports featuring financial information, financial planning analysis, and investment opportunities; Printed forms for use by financial services professionals
• Class 035 — Advertising and business services: Providing online business information for financial services professionals, namely, commission statements, quarterly reports, and client account information and invoices; Offering a website that provides financial services professionals with business data and reports to support their practices; Promoting the services of financial professionals through search engine referral traffic and analysis
• Class 036 — Insurance and financial services: Providing information, advisory, consultancy, and research services to financial services professionals in the fields of financial management and financial investment advisory services; Investment account management services, namely, providing customizable brokerage accounts consisting of mutual funds and individual securities; Financial management services, namely, investment management services offered to high net worth individuals; Financial portfolio management; Financial investment brokerage; Securities and commodities brokerage; Insurance brokerage; Financial administration of retirement plans; Providing financial and investment portfolio review and analysis; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial planning services, namely, providing information and advice in the fields of retirement planning, estate planning, investment portfolio management, and wealth optimization; Providing a website for use by financial services professionals in financial planning and estate planning featuring customizable forms; Providing financial information in the form of online non-downloadable articles, reports, and white papers in the field of financial advising and investing; Providing financial indices of select securities to enable financial services professionals to evaluate investment and market trends in the securities market; Providing financial information by telephone and by means of a global computer network
• Class 041 — Education and entertainment services: Educational services, namely, providing seminars, classes, workshops, and continuing education courses in the fields of financial planning, investing, insurance, financial portfolio management, estate planning, professional money management, financial investment brokerage, business management, business development, marketing, sales methods, leadership, customer relationship management, and technology to support financial services professionals; Professional coaching programs, namely, conducting workshops concerning investment portfolio management for financial and investment advisors
• Class 042 — Scientific and technological services: Providing online non-downloadable software to financial services professionals for the creation and presentation of assessment reports and financial plans; Providing online non-downloadable software for the preparation of legal documents, namely, wills and estate planning documents; Providing a website featuring online non-downloadable software in the financial planning field, namely, software as a service (SAAS) featuring software for use by financial services professionals to design, assess, manage, and report financial plans, conduct financial and investment transactions, and assess and manage financial portfolios and investments; Software as a service (SAAS) for financial planning, namely, online non-downloadable software that provides information and assessments in the fields of retirement planning, estate planning, investment portfolio management, and tax optimization strategies; Computer technology support services, namely, help desk support services

Owner

• Blucora, Inc., Dallas, TX, US
• Blucora, Inc., Irving, TX, US

Prosecution history

• 09 Aug 2021 — ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
• 09 Aug 2021 — ABANDONMENT - NO USE STATEMENT FILED
• 05 Jan 2021 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
• 31 Dec 2020 — SOU EXTENSION 1 GRANTED
• 31 Dec 2020 — SOU EXTENSION 1 FILED
• 31 Dec 2020 — SOU TEAS EXTENSION RECEIVED
• 07 Jul 2020 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
• 12 May 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 12 May 2020 — PUBLISHED FOR OPPOSITION
• 22 Apr 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 01 Apr 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 01 Apr 2020 — EXAMINER'S AMENDMENT ENTERED
• 01 Apr 2020 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
• 01 Apr 2020 — EXAMINERS AMENDMENT E-MAILED
• 01 Apr 2020 — EXAMINERS AMENDMENT -WRITTEN