Trademark Search  /  AVANTAX RETIREMENT PLAN SERVICES

AVANTAX RETIREMENT PLAN SERVICES

● Live · Registered

U.S. federal trademark · Serial No. 97364504 · Reg. No. 7072599

Mark
AVANTAX RETIREMENT PLAN SERVICES
Status
Registered
Serial Number
97364504
Registration No.
7072599
Filing Date
April 14, 2022
Registration Date
June 6, 2023
Class(es)
Class 036

Owners

AVANTAX, INC.
03 · Dallas, TX, US
AVANTAX, INC.
03 · DALLAS, TX, US
AVANTAX, INC.
03 · DALLAS, TX, US
Blucora, Inc.
03 · Dallas, TX, US

Goods & Services

Retirement plan services for employers, namely, financial administration of customized employee retirement plans; investment management; providing financial retirement plan consulting services to employers on designing and administering an employee retirement plan; financial administration of retirement plans, namely, administering employee enrollment, determining plan eligibility, monitoring payroll contribution, processing participant loans, processing participant withdrawals, preparing tax reports, and performing vesting calculations, account valuations, and profit-sharing and employer match contributions

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.