Trademark: 86546167
Word
INSTITUTIONAL INTELLIGENT PORTFOLIOS
Status
Registered
Status Code
705
Status Date
Thursday, November 3, 2022
Serial Number
86546167
Registration Number
4965890
Registration Date
Tuesday, May 24, 2016
Mark Type
4000
Filing Date
Wednesday, February 25, 2015
Published for Opposition
Tuesday, July 28, 2015

Trademark Owner History
Charles Schwab & Co., Inc. - Original Registrant

Classifications
9 [ downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving data from personal investment accounts ]
36 Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments
42 providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts
"INSTITUTIONAL" AND "PORTFOLIOS"

Trademark Events
Dec 7, 2023
Teas Change Of Correspondence Received
Dec 7, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Dec 7, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Dec 7, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
Dec 7, 2023
Teas Change Of Owner Address Received
Jan 30, 2023
Teas Change Of Correspondence Received
Jan 30, 2023
Teas Withdrawal Of Attorney Received-Firm Retains
Jan 30, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Jan 30, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Nov 3, 2022
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Nov 3, 2022
Registered - Partial Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Nov 3, 2022
Case Assigned To Post Registration Paralegal
May 3, 2022
Teas Section 8 & 15 Received
May 24, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jan 24, 2019
Attorney/Dom.Rep.Revoked And/Or Appointed
Jan 24, 2019
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
May 24, 2016
Registered-Principal Register
Apr 22, 2016
Notice Of Acceptance Of Statement Of Use E-Mailed
Apr 21, 2016
Allowed Principal Register - Sou Accepted
Apr 18, 2016
Statement Of Use Processing Complete
Mar 10, 2016
Use Amendment Filed
Apr 14, 2016
Case Assigned To Intent To Use Paralegal
Mar 10, 2016
Teas Statement Of Use Received
Sep 22, 2015
Noa E-Mailed - Sou Required From Applicant
Jul 28, 2015
Official Gazette Publication Confirmation E-Mailed
Jul 28, 2015
Published For Opposition
Jul 8, 2015
Notification Of Notice Of Publication E-Mailed
Jun 25, 2015
Law Office Publication Review Completed
Jun 19, 2015
Assigned To Lie
Jun 2, 2015
Approved For Pub - Principal Register
Jun 2, 2015
Examiner's Amendment Entered
Jun 2, 2015
Notification Of Examiners Amendment E-Mailed
Jun 2, 2015
Examiners Amendment E-Mailed
Jun 2, 2015
Examiners Amendment -Written
Jun 2, 2015
Assigned To Examiner
Mar 11, 2015
New Application Office Supplied Data Entered
Feb 28, 2015
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24