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AWM DATA, LLC

4 Marks
LLC
First Filed:Jan 27, 2020Latest Filed:Jun 23, 2020Address:3200 OLYMPUS BLVD, DALLAS, TX 75019

Portfolio Overview

Registered
4(100%)

Top Classes

Class 42
Software, IT Services & Scientific Research
4(100%)

TTAB Proceedings

No litigation activity

Top Firms

Pryor Cashman LLP(Jun 2020)
4

Trademark Portfolio

4 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
SOCIAL SECURITY PLANNER
SOCIAL SECURITY PLANNER
Service Mark
Word
REGISTERED
Owner:
Serial:90016282
Filed:Jun 23, 2020
Classes:42
Registration:6343887
Registered:May 4, 2021
Goods & Services
Providing temporary use of online, non-downloadable software for use by financial services professionals and their clients to review, analyze, and discuss retirement, survivor, and disability benefits and claiming strategies; Providing temporary use of online, non-downloadable software providing informational and educational content pertaining to retirement, survivor, and disability benefits
TAX-LOSS HARVESTER
TAX-LOSS HARVESTER
Service Mark
Word
REGISTERED
Owner:
Serial:88776558
Filed:Jan 28, 2020
Classes:42
Registration:6224012
Registered:Dec 15, 2020
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
TSI TAX-SMART INVESTING
TSI TAX-SMART INVESTING
Service Mark
Combined
REGISTERED
Owner:
Serial:88776569
Filed:Jan 28, 2020
Classes:42
Registration:6183646
Registered:Oct 27, 2020
Goods & Services
"TAX-SMART INVESTING"
CAPITAL GAINS ANALYZER
CAPITAL GAINS ANALYZER
Service Mark
Word
REGISTERED
Owner:
Serial:88774704
Filed:Jan 27, 2020
Classes:42
Registration:6224011
Registered:Dec 15, 2020
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; Online, non-downloadable software providing access to financial data feeds