USPTO serial 87980349
SEE THINGS IN HD
Reviewed by CopyMark Law Group
Reg. 5759226Status 710
- Filing date
- Status date
- Registration date
- May 21, 2019
- Examiner
- ROSSMAN, WILLIAM M
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Dyan Finguerra-DuCharme
Dyan Finguerra-DuCharme Pryor Cashman LLP7 Times SquareNew York, NY 10036United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial investment services, namely, investment advisory services, professional money management services, retirement financial and estate planning services, financial portfolio management, and financial investment, security, commodity and stock brokerage services; information, advisory, consultancy and research services relating to finance and investments; financial planning; investment management; individual retirement account services; financial administration of retirement plans; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing an interactive website featuring advice and information in the field of finance, investments and taxation; providing financial assessment services to individual investors; investment portfolio review and analysis; 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; providing a website featuring information in the field of financial services; providing an internet website portal in the field of financial transaction services; providing financial reports to investor clients in the field of investment account management services and fund management services; providing financial reports to investor clients in the field of investment account management services and fund management services for high-net portfolios using select mutual funds as investment vehicles for various asset classes | SECTION 8 - CANCELLED | Aug 28, 2018 |
| 041 | Providing on-line newsletters in the field of finance and business to financial services representatives and prospective representatives; providing financial services in the nature of online publications not downloaded in the nature of forms to financial services representatives distributed online; education services, namely, providing seminars, webinars, 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; coaching program in the nature of conducting workshops and webinars concerning investment portfolio management for financial and investment advisors and consumers; education services, namely, providing seminars, webinars, 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, taxation, 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, taxation, 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, taxation, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology | SECTION 8 - CANCELLED | Jun 8, 2018 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by AVANTAX WEALTH MANAGEMENT, INC.
- Other trademarks owned by H.D. Vest, Inc.
- Other trademarks owned by H.D. Vest, Inc.
- Other trademarks owned by H.D. Vest, Inc.
- Other trademarks in Class 036
- Other trademarks in Class 041
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- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 5, 2025 | C8.. | CANCELLED SEC. 8 (6-YR) | — |
| May 21, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 18, 2023 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Dec 18, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 18, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 18, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 18, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 18, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 6, 2023 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 22, 2020 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Feb 26, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| May 21, 2019 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Apr 18, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Apr 17, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Mar 27, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 26, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 26, 2019 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Mar 26, 2019 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 21, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Feb 27, 2019 | IUAF | USE AMENDMENT FILED | — |
| Feb 27, 2019 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Feb 27, 2019 | EXT1 | SOU EXTENSION 1 FILED | — |
| Feb 27, 2019 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Feb 27, 2019 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Feb 27, 2019 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Aug 28, 2018 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Jul 3, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 3, 2018 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jun 13, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 24, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 14, 2018 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| May 14, 2018 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 3, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 3, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 3, 2018 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Apr 2, 2018 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 2, 2018 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 2, 2018 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 26, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 28, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 18, 2017 | NWAP | NEW APPLICATION ENTERED | — |