Tax Action Trademark Details
Word Mark | Tax Action |
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Status | Alive 641 — Non-Final Action - Mailed |
Current Owner
Avantax Wealth Management, Inc. of Minneapolis, MN
View all trademarks for Avantax Wealth Management, Inc.Serial Number | 87030010 |
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Status Date | Wednesday, June 22, 2016 |
Filing Date | Wednesday, June 22, 2016 |
Attorney | Gerald Ferguson |
Correspondent
GERALD FERGUSON
BAKER & HOSTETLER LLP
45 ROCKEFELLER PLAZA
NEW YORK, NY 10111
BAKER & HOSTETLER LLP
45 ROCKEFELLER PLAZA
NEW YORK, NY 10111
Case File Statements
Goods & Services | Investment services, namely, professional money management services, investment 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; financial information, and investment and planning opportunities by using projected assets to invest; providing financial services information to prospective investors distributed online, namely, providing an Internet website portal in the field of financial services for distributing financial services information for potential investors through educational materials and information online, namely, providing a website featuring information in the field of financial services |
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Goods & Services | Providing on-line non-downloadable software for creating reports identifying investment and planning opportunities for projected assets to invest |
Classifications
International Class Codes |
036
|
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U.S. Class Codes | 100, 101, 102 |
Status | 6 — Active |
Status Date | Thursday, May 12, 2016 |
Primary Code | 036 |
International Class Codes |
042
|
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U.S. Class Codes | 100, 101 |
Status | 6 — Active |
Status Date | Thursday, May 12, 2016 |
Primary Code | 042 |
Trademark Timeline
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May 09 2016Trademark application filed with USPTO
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May 12 2016New Application Office Supplied Data Entered In Tram
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May 12 2016New Application Entered In Tram
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Jun 15 2016Assigned To Examiner
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Jun 22 2016Notification of Non-Final Action E-Mailed
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Jun 22 2016Non-Final Action E-Mailed
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Jun 22 2016Non-Final Action Written