AVANTAX INTELLIGENT PLANNING Trademark

Serial Number: 98166865 • Registration: 7486959

AVANTAX INTELLIGENT PLANNING is a trademark filed by AVANTAX, INC. on September 6, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 41 - Education & Entertainment

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

Owner Contact Info

AVANTAX, INC. (8 trademarks)

3200 Olympus Blvd. Suite 100
Dallas, TX 75019

Entity Type: 03

Legal Representation

Attorney of Record

Dyan Finguerra-DuCharme

4,767 trademarks filed View all →

Trademark Details

Filing Date

September 6, 2023

Registration Date

August 27, 2024

First Use Anywhere

July 31, 2023

First Use in Commerce

July 31, 2023

Published for Opposition

June 11, 2024

Goods & Services

Educational services, namely, providing continuing education courses to financial services professionals in the field of financial planning, investing, insurance, financial portfolio management, estate planning, professional money management, and financial investment brokerage

Providing a financial planning program for financial services professionals, namely, providing strategies, information, and advice in the fields of tax-focused investing, retirement planning, insurance planning, financial planning for businesses, real estate planning, educational information about financial planning, cash flow management, and wealth optimization by analyzing an individual's investments and financial plans in relation to his or her taxable income and tax bracket