TSI TAX-SMART INVESTING
Live / Registered — Registered (as of 27 Oct 2020)
What this means for you
Registered since 27 Oct 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88776569
- Registration number
- 6183646
- Mark type
- Design + words
- Filed
- 28 Jan 2020
- Published for opposition
- 11 Aug 2020
- Registered
- 27 Oct 2020
- Attorney of record
- Dyan Finguerra-DuCharme
Goods and services
- Class 042 — Scientific and technological services: Providing use of a web-based platform featuring software tools for use by financial services professionals to identify and develop wealth optimization strategies and investment opportunities that benefit the financial services professionals' clients
Owner
- AWM DATA, LLC, DALLAS, TX, US
- TaxSmart Research, LLC, Irving, TX, US
- TaxSmart Research, LLC, Irving, TX, US
- TaxSmart Research, LLC, Irving, TX, US
Prosecution history
- 27 Oct 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 04 Jul 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 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
- 28 Dec 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 27 Oct 2020 — REGISTERED-PRINCIPAL REGISTER
- 16 Oct 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 16 Oct 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 16 Oct 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 16 Oct 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 16 Oct 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED