V4 Client Experience Trademark Details
Word Mark | V4 Client Experience |
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Status | Alive Registered 700 — Registered |
Current Owner
Avantax Wealth Management, Inc. of Minneapolis, MN
View all trademarks for Avantax Wealth Management, Inc.Serial Number | 86416324 |
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Registration Number | 4868095 |
Status Date | Tuesday, December 8, 2015 |
Filing Date | Tuesday, December 8, 2015 |
Registration Date | Tuesday, December 8, 2015 |
Attorney | Gerald J. Ferguson |
Correspondent
Gerald J. Ferguson
Baker & Hostetler LLP
45 Rockefeller Plaza
New York NY 10111
Baker & Hostetler LLP
45 Rockefeller Plaza
New York NY 10111
Case File Statements
Disclaimer with Predetermined Text | "Client" |
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Goods & Services | Financial and investment advisor-client engagement process services incorporating proprietary technology and wealth management tools, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services |
Goods & Services | Coaching program in the nature of conducting workshops concerning investment portfolio management for financial and investment advisors; education services, namely, providing seminars, mentoring, classes and workshops in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; educational services, namely, providing continuing professional education courses in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; professional coaching services in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology |
Pseudo Mark | Vest Four Client Experience |
Classifications
International Class Codes |
036
|
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U.S. Class Codes | 100, 101, 102 |
Status | 6 — Active |
Status Date | Saturday, October 11, 2014 |
First Use Anywhere | Thursday, January 1, 2015 |
First Use In Commerce | Thursday, January 1, 2015 |
Primary Code | 036 |
International Class Codes |
041
|
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U.S. Class Codes | 100, 101, 107 |
Status | 6 — Active |
Status Date | Saturday, October 11, 2014 |
First Use Anywhere | Thursday, January 1, 2015 |
First Use In Commerce | Thursday, January 1, 2015 |
Primary Code | 041 |
Trademark Timeline
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Oct 07 2014Trademark application filed with USPTO
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Oct 10 2014New Application Entered In Tram
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Oct 11 2014New Application Office Supplied Data Entered In Tram
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Oct 14 2014Notice of Pseudo Mark Mailed
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Nov 03 2014Teas Change of Correspondence Received
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Jan 01 2015First use anywhere for the mark
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Jan 01 2015First use in commerce for the mark
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Jan 01 2015First use anywhere for the mark
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Jan 01 2015First use in commerce for the mark
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Jan 27 2015Notification of Non-Final Action E-Mailed
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Jan 27 2015Non-Final Action E-Mailed
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Jan 27 2015Non-Final Action Written
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Jan 27 2015Assigned To Examiner
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Jun 03 2015Approved For Pub - Principal Register
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Jun 03 2015Teas/email Correspondence Entered
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Jun 03 2015Correspondence Received In Law Office
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Jun 03 2015Teas Response To Office Action Received
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Jun 20 2015Law Office Publication Review Completed
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Jun 20 2015Assigned To Lie
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Jul 08 2015Notification of Notice of Publication E-Mailed
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Jul 28 2015Official Gazette Publication Confirmation E-Mailed
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Jul 28 2015Published For Opposition
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Sep 22 2015Noa E-Mailed - Sou Required From Applicant
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Oct 23 2015Use Amendment Filed
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Oct 23 2015Teas Statement of Use Received
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Nov 02 2015Case Assigned To Intent To Use Paralegal
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Nov 03 2015Allowed Principal Register - Sou Accepted
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Nov 03 2015Statement of Use Processing Complete
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Nov 04 2015Notice of Acceptance of Statement of Use E-Mailed
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Dec 08 2015Registered-Principal Register
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Dec 08 2015Trademark officially registered with the USPTO
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Feb 19 2016Attorney Revoked And/or Appointed
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Feb 19 2016Teas Revoke/appoint Attorney Received