Who owns the 1040 ANALYST trademark?

The 1040 ANALYST trademark is owned by AVANTAX WEALTH MANAGEMENT, INC..

What is the serial number for 1040 ANALYST?

The USPTO serial number for 1040 ANALYST is 86529660.

What is the registration number for 1040 ANALYST?

1040 ANALYST is registered under USPTO registration number 5010645.

104

USPTO Trademark Record

REGISTERED

1040 ANALYST

Q: What class is the 1040 ANALYST trademark registered in?

The 1040 ANALYST trademark is registered in Class 016 (Paper goods, books & stationery), Class 036 (Insurance, financial & real estate services).

SN 86529660·Reg 5010645·Filed Feb 10, 2015

Owner AVANTAX WEALTH MANAGEMENT, INC.

Paper and cardboard; printed matter; bookbinding material; photographs; stationery and office requisites, except furniture; adhesives for stationery or household purposes; drawing materials and materials for artists; paintbrushes; instructional and teaching materials; plastic sheets, films and bags for wrapping and packaging; printers' type, printing blocks.; Financial, monetary and banking services; insurance services; real estate services.

1040 ANALYST (Serial No. 86529660), Registration No. 5010645, is a registered US trademark filed on Feb 10, 2015 by AVANTAX WEALTH MANAGEMENT, INC.. This trademark covers Class 016 (Paper goods, books & stationery), Class 036 (Insurance, financial & real estate services).

renewal grace 10y period: February 02, 2027127 days remaining

Mark Intelligence

1040 ANALYST (Reg. #5010645) is a registered US trademark that has been protecting its owner, AVANTAX WEALTH MANAGEMENT, INC., since 2015. The mark covers Class 016 (Paper goods, books & stationery) and Class 036 (Insurance, financial & real estate services) respectively. Goods and services include Paper and cardboard; printed matter; bookbinding material; photographs; stationery and office requisites, except furnitu.... The mark faced 1 opposition proceeding during prosecution.

FILED

Feb 10, 2015

SERIAL

86529660

REG#

5010645

REGISTERED

Aug 02, 2016

Owner

Applicant

AVANTAX WEALTH MANAGEMENT, INC.

Entity

Corporation

State

Address

6333 N. STATE HIGHWAY 161, IRVING, TX, 75038

Country

Attorney

NameDyan Finguerra-DuCharme

Law firm

Dyan Finguerra-DuCharme Pryor Cashman LLP

Docket

34949.00001

Address

7 Times Square, New York, NY 10036, United States

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Filing Information

StatusREGISTERED

Filing DateFeb 10, 2015

Serial Number86529660

Registration No.5010645

Registration DateAug 02, 2016

Status DateJun 06, 2023

Published for OppositionMay 17, 2016

Mark TypeStandard characters

Attorney Docket34949.00001

Status DescriptionLive and registered, Section 8 and 15 accepted

Filing Signals

FILED

2015

YEARS AGO

11y

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 016Paper goods, books & stationery

US codes: 002, 005, 022, 023, 029, 037, 038, 050

First use anywhere: Mar 31, 1989

First use in commerce: Mar 31, 1989

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Mar 31, 1989

First use in commerce: Mar 31, 1989

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

56 events

TEAS SECTION 8 & 9 RECEIVED

Aug 03, 2026

TEAS SECTION 8 & 9 RECEIVED

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Aug 02, 2025

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Dec 18, 2023

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Dec 18, 2023

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Dec 18, 2023

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Dec 18, 2023

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Dec 18, 2023

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Dec 18, 2023

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Dec 06, 2023

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Jun 06, 2023

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Jun 06, 2023

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

May 23, 2023

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 & 15 RECEIVED

Nov 09, 2022

TEAS SECTION 8 & 15 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Aug 02, 2021

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Feb 26, 2020

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

May 15, 2019

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

May 14, 2018

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

May 14, 2018

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

REGISTERED-PRINCIPAL REGISTER

Aug 02, 2016

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

May 17, 2016

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 17, 2016

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 27, 2016

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Apr 08, 2016

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Apr 08, 2016

TEAS/EMAIL CORRESPONDENCE ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Apr 08, 2016

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS VOLUNTARY AMENDMENT RECEIVED

Apr 07, 2016

TEAS VOLUNTARY AMENDMENT RECEIVED

DIVISIONAL PROCESSING COMPLETE

Mar 23, 2016

DIVISIONAL PROCESSING COMPLETE

TEAS/EMAIL CORRESPONDENCE ENTERED

Mar 17, 2016

TEAS/EMAIL CORRESPONDENCE ENTERED

DIVISIONAL REQUEST RECEIVED

Mar 16, 2016

DIVISIONAL REQUEST RECEIVED

TEAS REQUEST TO DIVIDE RECEIVED

Mar 16, 2016

TEAS REQUEST TO DIVIDE RECEIVED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Mar 16, 2016

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Mar 16, 2016

CORRESPONDENCE RECEIVED IN LAW OFFICE

ITU OFFICE ACTION ISSUED FOR DIVISIONAL REQUEST

Feb 29, 2016

ITU OFFICE ACTION ISSUED FOR DIVISIONAL REQUEST

REPORT UNRESPONSIVE AMENDMENT - COMPLETED

Feb 29, 2016

REPORT UNRESPONSIVE AMENDMENT - COMPLETED

NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED

Feb 29, 2016

NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED

NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED

Feb 29, 2016

NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Feb 29, 2016

CASE ASSIGNED TO INTENT TO USE PARALEGAL

TEAS REQUEST TO DIVIDE RECEIVED

Feb 22, 2016

TEAS REQUEST TO DIVIDE RECEIVED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Feb 22, 2016

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Feb 22, 2016

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Feb 22, 2016

TEAS/EMAIL CORRESPONDENCE ENTERED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 19, 2016

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Feb 19, 2016

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Jan 27, 2016

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

NON-FINAL ACTION WRITTEN

Dec 03, 2015

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Dec 03, 2015

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Dec 03, 2015

NOTIFICATION OF NON-FINAL ACTION E-MAILED

TEAS/EMAIL CORRESPONDENCE ENTERED

Nov 03, 2015

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Nov 02, 2015

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Nov 02, 2015

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION WRITTEN

May 20, 2015

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

May 20, 2015

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

May 20, 2015

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

May 18, 2015

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 24, 2015

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Feb 13, 2015

NEW APPLICATION ENTERED

1040 ANALYST

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