Who owns the AVANTAX INTELLIGENT PLANNING trademark?

The AVANTAX INTELLIGENT PLANNING trademark is owned by Avantax, Inc..

What class is the AVANTAX INTELLIGENT PLANNING trademark registered in?

The AVANTAX INTELLIGENT PLANNING trademark is registered in Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services).

What is the serial number for AVANTAX INTELLIGENT PLANNING?

The USPTO serial number for AVANTAX INTELLIGENT PLANNING is 98166869.

What is the registration number for AVANTAX INTELLIGENT PLANNING?

AVANTAX INTELLIGENT PLANNING is registered under USPTO registration number 7486960.

AVA

USPTO Trademark Record

REGISTERED

AVANTAX INTELLIGENT PLANNING

SN 98166869·Reg 7486960·Filed Sep 06, 2023

Owner Avantax, Inc.

Financial, monetary and banking services; insurance services; real estate services.; Education; providing of training; entertainment; sporting and cultural activities.

AVANTAX INTELLIGENT PLANNING (Serial No. 98166869), Registration No. 7486960, is a registered US trademark filed on Sep 06, 2023 by Avantax, Inc.. This trademark covers Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services).

early section 8: August 27, 2030

Mark Intelligence

AVANTAX INTELLIGENT PLANNING (Reg. #7486960) is a registered US trademark that has been protecting its owner, Avantax, Inc., since 2023. The mark covers Class 036 (Insurance, financial & real estate services) and Class 041 (Education & entertainment services) respectively. Goods and services include Financial, monetary and banking services; insurance services; real estate services.; Education; providing of training; e.... The mark faced 1 opposition proceeding during prosecution.

FILED

Sep 06, 2023

SERIAL

98166869

REG#

7486960

REGISTERED

Aug 27, 2024

Owner

Applicant

Avantax, Inc.

Entity

Corporation

State

Address

3200 Olympus Blvd. Suite 100, Dallas, TX, 75019

Country

Attorney

NameDyan Finguerra-DuCharme

Law firm

Dyan Finguerra-DuCharme Pryor Cashman LLP

Address

7 Times Square, New York, NY 10036, UNITED STATES

Get pre-filing clearance

AI attorney analyzes your proposed mark against USPTO — Go/No-Go verdict, class-by-class risks, and strategy recommendations.

Run clearance

Filing Information

StatusREGISTERED

Filing DateSep 06, 2023

Serial Number98166869

Registration No.7486960

Registration DateAug 27, 2024

Status DateAug 27, 2024

Published for OppositionJun 11, 2024

Mark TypeStylized characters

Status DescriptionLive and registered

Filing Signals

FILED

2023

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

Search 15M+ trademarks

Free USPTO lookups by name, owner, or serial number. No account needed.

Search now

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jul 31, 2023

First use in commerce: Jul 31, 2023

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

Class 041Education & entertainment services

US codes: 100, 101, 107

First use anywhere: Jul 31, 2023

First use in commerce: Jul 31, 2023

Education; providing of training; entertainment; sporting and cultural activities.

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

Status History

19 events

REGISTERED-PRINCIPAL REGISTER

Aug 27, 2024

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Aug 27, 2024

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Jun 11, 2024

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jun 11, 2024

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 22, 2024

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

May 06, 2024

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

May 06, 2024

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

May 06, 2024

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

May 06, 2024

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

May 06, 2024

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

May 02, 2024

ASSIGNED TO EXAMINER

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

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 28, 2023

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Sep 09, 2023

NEW APPLICATION ENTERED

AVANTAX INTELLIGENT PLANNING

Get pre-filing clearance

Search 15M+ trademarks

Run a conflict check

Other Marks by Avantax, Inc.

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Dyan Finguerra-DuCharme

Resources

Company