1040 ANALYST Trademark

Trademark Overview


On Tuesday, February 10, 2015, a trademark application was filed for 1040 ANALYST with the United States Patent and Trademark Office. The USPTO has given the 1040 ANALYST trademark a serial number of 86978636. The federal status of this trademark filing is REGISTERED as of Tuesday, May 31, 2016. This trademark is owned by H.D. Vest, Inc.. The 1040 ANALYST trademark is filed in the Education & Entertainment Services category with the following description:

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

General Information


Serial Number86978636
Word Mark1040 ANALYST
Filing DateTuesday, February 10, 2015
Status700 - REGISTERED
Status DateTuesday, May 31, 2016
Registration Number4970809
Registration DateTuesday, May 31, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE
Attorney NameCheryl P. Leb
Law Office Location CodeL40
Employee NameEISNACH, MICHAEL PATRI
CorrespondentCheryl P. Leb
Kelly Hart & Hallman LLP
Fort Worth TX 76102

Trademark Statements


Goods and ServicesEducation 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

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateTuesday, February 24, 2015
Primary Code041
First Use Anywhere DateSunday, March 31, 2013
First Use In Commerce DateSunday, March 31, 2013

Trademark Owner History


Party NameAVANTAX WEALTH MANAGEMENT, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressIRVING, TX 75038

Party NameH.D. Vest, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressIrving, TX 75038

Party NameH.D. Vest, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressIrving, TX 75038

Trademark Events


Event DateEvent Description
Monday, May 31, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, July 22, 2020ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, February 26, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, May 14, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, May 14, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, May 31, 2016REGISTERED-SUPPLEMENTAL REGISTER
Thursday, April 28, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, April 15, 2016ASSIGNED TO LIE
Friday, April 1, 2016APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, March 29, 2016EXAMINER'S AMENDMENT ENTERED
Tuesday, March 29, 2016ASSIGNED TO LIE
Tuesday, March 29, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, March 29, 2016EXAMINERS AMENDMENT E-MAILED
Tuesday, March 29, 2016EXAMINERS AMENDMENT -WRITTEN
Wednesday, March 23, 2016DIVISIONAL PROCESSING COMPLETE
Wednesday, March 16, 2016DIVISIONAL REQUEST RECEIVED
Thursday, March 17, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, March 16, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 16, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, March 16, 2016TEAS REQUEST TO DIVIDE RECEIVED
Monday, February 29, 2016NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
Monday, February 29, 2016NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
Monday, February 29, 2016REPORT UNRESPONSIVE AMENDMENT - COMPLETED
Monday, February 29, 2016ITU OFFICE ACTION ISSUED FOR DIVISIONAL REQUEST
Monday, February 29, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, February 22, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, February 22, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, February 22, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, February 22, 2016TEAS REQUEST TO DIVIDE RECEIVED
Friday, February 19, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, February 19, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, January 27, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, December 3, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, December 3, 2015NON-FINAL ACTION E-MAILED
Thursday, December 3, 2015NON-FINAL ACTION WRITTEN
Tuesday, November 3, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, November 2, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, November 2, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, May 20, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, May 20, 2015NON-FINAL ACTION E-MAILED
Wednesday, May 20, 2015NON-FINAL ACTION WRITTEN
Monday, May 18, 2015ASSIGNED TO EXAMINER
Tuesday, February 24, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, February 13, 2015NEW APPLICATION ENTERED IN TRAM