88840665 - AMERITRADE

Information

• Trademark
• 88840665

• Source

• Serial Number

  88840665

• Registration Number

  7654668

• International Classifications

  • 36 - Insurance
  • 41 - Education
  • 42 - Scientific and technological services and research and design relating thereto

• Filing Date

  March 19, 2020
  5 years ago

• Registration Date

  January 14, 2025
  10 months ago

• Transaction Date

  January 14, 2025
  10 months ago

• Status Date

  January 14, 2025
  10 months ago

• Published for Opposition Date

  April 06, 2021
  4 years ago

• Location Date

  December 21, 2024
  10 months ago

• First Use Anywhere Date

  October 16, 2023
  2 years ago

• First Use In Commerce Date

  October 16, 2023
  2 years ago

• Status Code

  700

• Current Location

  PUBLICATION AND ISSUE SECTION

  Employee Name

  HAN, DAWN

• Attorney Docket Number

  888852-0009

  Attorney Name

  Louise Arnott

  Law Office Assigned Location Code

  L70

• Owners

  • Ameritrade Holding Corporation
  • Charles Schwab & Co., Inc.

Case File Statements

• GS0411: Providing educational services to individuals and professional financial advisors, namely, conducting seminars, classes, and workshops in the fields of finance, financial planning, wealth management, retirement planning, and investment; providing news and commentary in the field of current events relating to financial information, investing, and investment products; entertainment services, namely, providing podcasts in the fields of finance, financial information, financial management, investment, and trading; providing online publications in the nature of magazines, newsletters and reports in the field of financial and investment advice and information
• PM0001: AMERICA TRADE
• GS0361: Providing financial information and analysis about financial planning, investment, portfolio management, trading options, analytics, order management, risk modeling, securities, and futures; investment management services; mutual fund investment services; providing an online computer database in the fields of finance, financial portfolio management, financial planning, trading, analytics, order management, risk modeling, securities, futures, and financial alternative plans; securities brokerage services; commodity brokerage; financial investment brokerage services; online discount securities brokerage services; management of a capital investment fund; financial services for financial investment advisors, namely, online financial portfolio management; financial consulting services, namely, advising professional financial advisors about financial portfolio management, wealth management, investment management, and financial planning; financial planning for retirement; individual retirement account services; financial administration of retirement plans and employee benefit plans concerning retirement, finance, and insurance; financial asset management; cash management services; stock broking services; stocks and bonds brokerage; stock exchange information services; providing stock market information; providing information in the field of financial stock, equity markets, and data concerning stock exchanges; financial investment analysis and stock research; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, providing information, analysis, news and commentary about investment products, namely, securities and futures; online financial advisory services in the nature of automated financial robo-advisory services; end-point investor services, namely, capital investment and investment of funds; investment consultation services in the area of investment risk assessment; financial services, namely, administration of donor-advised funds; cryptocurrency and digital currency trading services; financial consultation in the field of cryptocurrency, virtual currency, and digital currency; financial brokerage services for cryptocurrency, virtual currency, and digital currency trading
• GS0421: Providing online non-downloadable software for use in connection with finance, wealth management, financial information, investment, and trading, namely, investment portfolio management software, and financial risk modeling software; providing online non-downloadable software to view financial information, investment strategy, and investment allocation; providing online non-downloadable software for enabling order execution in connection with trading options and other financial instruments; providing online non-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing online non-downloadable interactive financial planning software; providing online non downloadable software application for use in database management, transmitting electronic messages, and creating spreadsheets; providing a website featuring technology that enables financial investment advisors to customize the presentation of their clients' individual account information and enables financial investment advisors' clients to view personalized financial investment and account information; providing a web hosting platform featuring technology for digital file and data transaction services

Case File Event Statements

• 3/23/2020 - 5 years ago

  1 - NEW APPLICATION ENTERED Type: NWAP

• 3/24/2020 - 5 years ago

  2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS

• 6/11/2020 - 5 years ago

  3 - ASSIGNED TO EXAMINER Type: DOCK

• 6/22/2020 - 5 years ago

  4 - NON-FINAL ACTION WRITTEN Type: CNRT

• 6/22/2020 - 5 years ago

  5 - NON-FINAL ACTION E-MAILED Type: GNRT

• 6/22/2020 - 5 years ago

  6 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN

• 2/1/2021 - 4 years ago

  7 - EXAMINERS AMENDMENT -WRITTEN Type: CNEA

• 2/1/2021 - 4 years ago

  8 - EXAMINERS AMENDMENT E-MAILED Type: GNEA

• 2/1/2021 - 4 years ago

  9 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Type: GNEN

• 2/1/2021 - 4 years ago

  10 - EXAMINER'S AMENDMENT ENTERED Type: XAEC

• 3/1/2021 - 4 years ago

  11 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA

• 3/17/2021 - 4 years ago

  12 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP

• 4/6/2021 - 4 years ago

  13 - PUBLISHED FOR OPPOSITION Type: PUBO

• 4/6/2021 - 4 years ago

  14 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB

• 6/1/2021 - 4 years ago

  15 - NOA E-MAILED - SOU REQUIRED FROM APPLICANT Type: NOAM

• 11/22/2021 - 3 years ago

  16 - SOU TEAS EXTENSION RECEIVED Type: EEXT

• 11/22/2021 - 3 years ago

  17 - SOU EXTENSION 1 FILED Type: EXT1

• 11/22/2021 - 3 years ago

  18 - SOU EXTENSION 1 GRANTED Type: EX1G

• 11/24/2021 - 3 years ago

  19 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA

• 3/17/2022 - 3 years ago

  20 - SOU TEAS EXTENSION RECEIVED Type: EEXT

• 3/17/2022 - 3 years ago

  21 - SOU EXTENSION 2 FILED Type: EXT2

• 3/17/2022 - 3 years ago

  22 - SOU EXTENSION 2 GRANTED Type: EX2G

• 3/19/2022 - 3 years ago

  23 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA

• 11/7/2022 - 3 years ago

  24 - SOU TEAS EXTENSION RECEIVED Type: EEXT

• 11/7/2022 - 3 years ago

  25 - SOU EXTENSION 3 FILED Type: EXT3

• 11/7/2022 - 3 years ago

  26 - SOU EXTENSION 3 GRANTED Type: EX3G

• 11/9/2022 - 3 years ago

  27 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA

• 5/30/2023 - 2 years ago

  28 - TEAS CHANGE OF OWNER ADDRESS RECEIVED Type: COAR

• 5/30/2023 - 2 years ago

  29 - APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Type: CHAN

• 5/30/2023 - 2 years ago

  30 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Type: REAP

• 5/30/2023 - 2 years ago

  31 - ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Type: ARAA

• 5/30/2023 - 2 years ago

  32 - TEAS CHANGE OF CORRESPONDENCE RECEIVED Type: TCCA

• 5/30/2023 - 2 years ago

  33 - TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS Type: EWAF

• 5/31/2023 - 2 years ago

  34 - SOU TEAS EXTENSION RECEIVED Type: EEXT

• 5/31/2023 - 2 years ago

  35 - SOU EXTENSION 4 FILED Type: EXT4

• 5/31/2023 - 2 years ago

  36 - SOU EXTENSION 4 GRANTED Type: EX4G

• 6/2/2023 - 2 years ago

  37 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA

• 11/20/2023 - a year ago

  40 - SOU EXTENSION 5 FILED Type: EXT5

• 11/30/2023 - a year ago

  39 - CASE ASSIGNED TO INTENT TO USE PARALEGAL Type: AITU

• 11/20/2023 - a year ago

  38 - SOU TEAS EXTENSION RECEIVED Type: EEXT

• 11/30/2023 - a year ago

  41 - SOU EXTENSION 5 GRANTED Type: EX5G

• 12/1/2023 - a year ago

  42 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA

• 2/28/2024 - a year ago

  43 - AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Type: ASGN

• 6/3/2024 - a year ago

  45 - USE AMENDMENT FILED Type: IUAF

• 6/3/2024 - a year ago

  44 - TEAS STATEMENT OF USE RECEIVED Type: EISU

• 6/11/2024 - a year ago

  46 - STATEMENT OF USE PROCESSING COMPLETE Type: SUPC

• 7/24/2024 - a year ago

  49 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN

• 7/24/2024 - a year ago

  48 - NON-FINAL ACTION E-MAILED Type: GNRT

• 9/22/2024 - a year ago

  50 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA

• 7/24/2024 - a year ago

  47 - SU - NON-FINAL ACTION - WRITTEN Type: CNRT

• 11/25/2024 - 11 months ago

  52 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA

• 12/21/2024 - 10 months ago

  55 - NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Type: SUNA

• 12/21/2024 - 10 months ago

  54 - ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Type: CNPR

• 11/21/2024 - 11 months ago

  51 - ASSIGNED TO LIE Type: ALIE

• 11/25/2024 - 11 months ago

  53 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME

• 1/14/2025 - 10 months ago

  56 - REGISTERED-PRINCIPAL REGISTER Type: R.PR

• 1/14/2025 - 10 months ago

  57 - NOTICE OF REGISTRATION CONFIRMATION EMAILED Type: NRCC