TrademarkDir
1040 ANALYST
LIVE

Serial Number

86978636

Owner

H.D. VEST, INC.

Attorney

Dyan Finguerra-DuCharme

Filing Date

Feb 10, 2015

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1040 ANALYST Trademark

Serial Number: 86978636 • Registration: 4970809

1040 ANALYST is a trademark filed by H.D. VEST, INC. on February 10, 2015. The trademark is classified under Class 41 (Education & Entertainment). The application is currently registered and active.

Owner Contact Info

H.D. VEST, INC. (48 trademarks)

THIRD FLOOR
IRVING, TX 75039

Entity Type: 03

AVANTAX WEALTH MANAGEMENT, INC. (19 trademarks)

6333 N. STATE HIGHWAY 161
IRVING, TX 75038

Entity Type: 03

Trademark Details

Filing Date

February 10, 2015

Registration Date

May 31, 2016

Goods & Services

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

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jun 1, 2025 REM2
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Dec 18, 2023 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 18, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 18, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 18, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 18, 2023 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 18, 2023 COAR
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 6, 2023 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
May 18, 2023 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
May 18, 2023 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 18, 2023 APRE
TEAS SECTION 8 RECEIVED
Nov 8, 2022 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 31, 2021 REM1
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 22, 2020 ASCK
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 26, 2020 ASGN
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 14, 2018 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 14, 2018 REAP
REGISTERED-SUPPLEMENTAL REGISTER
May 31, 2016 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Apr 28, 2016 PREV
ASSIGNED TO LIE
Apr 15, 2016 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Apr 1, 2016 CNTA
EXAMINER'S AMENDMENT ENTERED
Mar 29, 2016 XAEC
ASSIGNED TO LIE
Mar 29, 2016 ALIE
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Mar 29, 2016 GNEN
EXAMINERS AMENDMENT E-MAILED
Mar 29, 2016 GNEA
EXAMINERS AMENDMENT -WRITTEN
Mar 29, 2016 CNEA
DIVISIONAL PROCESSING COMPLETE
Mar 23, 2016 DPCC
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 17, 2016 TEME
DIVISIONAL REQUEST RECEIVED
Mar 16, 2016 DRRR
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 16, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 16, 2016 TROA
TEAS REQUEST TO DIVIDE RECEIVED
Mar 16, 2016 ERTD
NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
Feb 29, 2016 GAUN
NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
Feb 29, 2016 GAUD
REPORT UNRESPONSIVE AMENDMENT - COMPLETED
Feb 29, 2016 NAUD
ITU OFFICE ACTION ISSUED FOR DIVISIONAL REQUEST
Feb 29, 2016 INCD
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Feb 29, 2016 AITU
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 22, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 22, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 22, 2016 TROA
TEAS REQUEST TO DIVIDE RECEIVED
Feb 22, 2016 ERTD
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 19, 2016 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 19, 2016 REAP
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jan 27, 2016 ASCK
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 3, 2015 GNRN
NON-FINAL ACTION E-MAILED
Dec 3, 2015 GNRT
NON-FINAL ACTION WRITTEN
Dec 3, 2015 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 3, 2015 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 2, 2015 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 2, 2015 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 20, 2015 GNRN
NON-FINAL ACTION E-MAILED
May 20, 2015 GNRT
NON-FINAL ACTION WRITTEN
May 20, 2015 CNRT
ASSIGNED TO EXAMINER
May 18, 2015 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 24, 2015 NWOS
NEW APPLICATION ENTERED
Feb 13, 2015 NWAP

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