AVANTAX RETIREMENT PLAN SERVICES
Live / Registered — Registered (as of 06 Jun 2023)
What this means for you
Registered since 06 Jun 2023. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97364504
- Registration number
- 7072599
- Mark type
- Stylized text
- Filed
- 14 Apr 2022
- Published for opposition
- 21 Mar 2023
- Registered
- 06 Jun 2023
- Attorney of record
- Dyan Finguerra-DuCharme
Goods and services
- Class 036 — Insurance and financial services: Retirement plan services for employers, namely, financial administration of customized employee retirement plans; investment management; providing financial retirement plan consulting services to employers on designing and administering an employee retirement plan; financial administration of retirement plans, namely, administering employee enrollment, determining plan eligibility, monitoring payroll contribution, processing participant loans, processing participant withdrawals, preparing tax reports, and performing vesting calculations, account valuations, and profit-sharing and employer match contributions
Owner
- AVANTAX, INC., Dallas, TX, US
- AVANTAX, INC., DALLAS, TX, US
- AVANTAX, INC., DALLAS, TX, US
- Blucora, Inc., Dallas, TX, US
Prior registrations
Prosecution history
- 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 REGISTRATION CONFIRMATION EMAILED
- 06 Jun 2023 — REGISTERED-PRINCIPAL REGISTER
- 10 May 2023 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 21 Mar 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 21 Mar 2023 — PUBLISHED FOR OPPOSITION
- 01 Mar 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 15 Feb 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 10 Feb 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER