TrademarkDir
TSI TAX-SMART INVESTING
LIVE

Serial Number

88776569

Owner

AWM DATA, LLC

Attorney

Dyan Finguerra-DuCharme

First Use Date

Nov 4, 2019

Filing Date

Jan 28, 2020

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TSI TAX-SMART INVESTING Trademark

Serial Number: 88776569 • Registration: 6183646

TSI TAX-SMART INVESTING 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

October 27, 2020

First Use Anywhere

November 4, 2019

First Use in Commerce

November 4, 2019

Published for Opposition

August 11, 2020

Goods & Services

Providing use of a web-based platform featuring software tools for use by financial services professionals to identify and develop wealth optimization strategies and investment opportunities that benefit the financial services professionals' clients

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Oct 27, 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-PRINCIPAL REGISTER
Oct 27, 2020 R.PR
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
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 11, 2020 NPUB
PUBLISHED FOR OPPOSITION
Aug 11, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 22, 2020 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 8, 2020 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 7, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 6, 2020 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 6, 2020 TROA
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
NOTICE OF DESIGN SEARCH CODE E-MAILED
Feb 4, 2020 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 3, 2020 NWOS
NEW APPLICATION ENTERED
Jan 31, 2020 NWAP

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