TrademarkDir
TAX-LOSS HARVESTER
LIVE

Serial Number

88776558

Owner

AWM DATA, LLC

Attorney

Dyan Finguerra-DuCharme

First Use Date

Nov 12, 2019

Filing Date

Jan 28, 2020

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TAX-LOSS HARVESTER Trademark

Serial Number: 88776558 • Registration: 6224012

TAX-LOSS HARVESTER is a trademark filed by AWM DATA, LLC on January 28, 2020. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

AWM DATA, LLC (4 trademarks)

3200 OLYMPUS BLVD
DALLAS, TX 75019

Entity Type: 16

TaxSmart Research, LLC (4 trademarks)

Irving, TX 75038

Entity Type: 16

Trademark Details

Filing Date

January 28, 2020

Registration Date

December 15, 2020

First Use Anywhere

November 12, 2019

First Use in Commerce

November 12, 2019

Goods & Services

Online, non-downloadable software for use by financial services professionals in their wealth management practices to identify investment strategies and conduct financial and investment transactions and assessments for their clients

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Dec 15, 2025 REM1
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 4, 2024 ASCK
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
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Dec 28, 2022 ASGN
REGISTERED-SUPPLEMENTAL REGISTER
Dec 15, 2020 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Nov 12, 2020 PREV
ASSIGNED TO LIE
Nov 11, 2020 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Nov 10, 2020 CNTA
EXAMINER'S AMENDMENT ENTERED
Nov 10, 2020 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 10, 2020 GNEN
EXAMINERS AMENDMENT E-MAILED
Nov 10, 2020 GNEA
EXAMINERS AMENDMENT -WRITTEN
Nov 10, 2020 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 3, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 2, 2020 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 2, 2020 TROA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Oct 16, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 16, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 16, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 16, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Oct 16, 2020 COAR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 4, 2020 GNRN
NON-FINAL ACTION E-MAILED
May 4, 2020 GNRT
NON-FINAL ACTION WRITTEN
May 4, 2020 CNRT
ASSIGNED TO EXAMINER
Apr 15, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 3, 2020 NWOS
NEW APPLICATION ENTERED
Jan 31, 2020 NWAP

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