1040 Analyst Trademark Details

1040 Analyst was registered on Tuesday, August 2, 2016 and is currently owned by Avantax Wealth Management, Inc. under the registration number 5010645 . This mark is alive with a status of Registered. The last case file activity for this mark occured 7 years ago on Tuesday, August 2, 2016, according to the United State Patent & Trademark Office
Word Mark 1040 Analyst
Status Alive Registered 700 — Registered

Current Owner

Avantax Wealth Management, Inc. of Minneapolis, MN

View all trademarks for Avantax Wealth Management, Inc.
Other Trademarks for Avantax Wealth Management, Inc.
Serial Number 86529660
Registration Number 5010645
Status Date Tuesday, August 2, 2016
Filing Date Tuesday, August 2, 2016
Registration Date Tuesday, August 2, 2016
Attorney Gerald J. Ferguson

Correspondent

Gerald J. Ferguson
Baker & Hostetler LLP
45 Rockefeller Plaza
New York, NY 10111

Case File Statements

Goods & Services 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
Goods & 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

Classifications

International Class Codes
016 — Class 16 includes mainly paper, goods made from that material and office requisites.
U.S. Class Codes 002, 005, 022, 023, 029, 037, 038, 050
Status 6 — Active
Status Date Tuesday, February 24, 2015
First Use Anywhere Saturday, April 1, 1989
First Use In Commerce Saturday, April 1, 1989
Primary Code 016
International Class Codes
036 — Class 36 includes mainly services rendered in financial and monetary affairs and services rendered in relation to insurance contracts of all kinds.
U.S. Class Codes 100, 101, 102
Status 6 — Active
Status Date Tuesday, February 24, 2015
First Use Anywhere Saturday, April 1, 1989
First Use In Commerce Saturday, April 1, 1989
Primary Code 036

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