Word

AMERITRADE

Status

Pending

Status Code

734

Status Date

Thursday, November 30, 2023

Serial Number

88840665

Mark Type

4000

Filing Date

Thursday, March 19, 2020

Published for Opposition

Tuesday, April 6, 2021

Trademark Owner History

CHARLES SCHWAB & CO., INC. - 1st New Owner After Publication
TD Ameritrade IP Company, Inc. - Owner At Publication

Classifications

41 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

9 Downloadable software for use in connection with finance, financial planning, wealth management, financial information, investment, and trading, namely, investment portfolio management software; downloadable software for enabling order execution in connection with trading options and other financial instruments; downloadable interactive software for managing and monitoring personal financial and investment accounts; downloadable interactive financial planning software; downloadable software in the nature of a mobile application related to finance, financial planning, wealth management, financial information, investment, and trading, namely, investment portfolio management software and financial risk modeling software; digital media, namely, downloadable audio and video recordings featuring and promoting television news programs; downloadable software for completing digital currency transactions; downloadable software for financial management for use with cryptocurrency, virtual currency, and digital currency; downloadable software for use in the administration, storage, transfer, tracking and managing of decentralized distributed ledger digital tokens; downloadable software in the nature of a mobile application to manage cryptocurrency, virtual currency, and digital currency

16 Printed publications, namely, magazines, newsletters, reports, guides, manuals, pamphlets, and brochures, all in the fields of finance and securities

36 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

35 Economic forecasting and analysis; business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing career placement for financial firms and advisors; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; maintaining and recording the ownership of shares, stocks and securities; personnel management, business consultation, business marketing consultation services, and conducting marketing studies; verifying a chain of custody in the nature of business records management services for maintaining and recording the ownership of digital files and data, maintaining the integrity of digital files and data, and providing proof of ownership of digital files and data

42 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; data encryption services for electronically transmitted digital currency transactions and cryptographic assets in the nature of cryptocurrency, virtual currency, and digital currency; software as a service (SAAS) featuring software for trading and managing cryptocurrency, virtual currency, and digital currency

AMERICA TRADE

Trademark Events

Feb 28, 2024

Automatic Update Of Assignment Of Ownership

Dec 1, 2023

Notice Of Approval Of Extension Request E-Mailed

Nov 30, 2023

Sou Extension 5 Granted

Nov 20, 2023

Sou Extension 5 Filed

Nov 30, 2023

Case Assigned To Intent To Use Paralegal

Nov 20, 2023

Sou Teas Extension Received

Jun 2, 2023

Notice Of Approval Of Extension Request E-Mailed

May 31, 2023

Sou Extension 4 Granted

May 31, 2023

Sou Extension 4 Filed

May 31, 2023

Sou Teas Extension Received

May 30, 2023

Teas Withdrawal Of Attorney Received-Firm Retains

May 30, 2023

Teas Change Of Correspondence Received

May 30, 2023

Attorney/Dom.Rep.Revoked And/Or Appointed

May 30, 2023

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

May 30, 2023

Applicant/Correspondence Changes (Non-Responsive) Entered

May 30, 2023

Teas Change Of Owner Address Received

Nov 9, 2022

Notice Of Approval Of Extension Request E-Mailed

Nov 7, 2022

Sou Extension 3 Granted

Nov 7, 2022

Sou Extension 3 Filed

Nov 7, 2022

Sou Teas Extension Received

Mar 19, 2022

Notice Of Approval Of Extension Request E-Mailed

Mar 17, 2022

Sou Extension 2 Granted

Mar 17, 2022

Sou Extension 2 Filed

Mar 17, 2022

Sou Teas Extension Received

Nov 24, 2021

Notice Of Approval Of Extension Request E-Mailed

Nov 22, 2021

Sou Extension 1 Granted

Nov 22, 2021

Sou Extension 1 Filed

Nov 22, 2021

Sou Teas Extension Received

Jun 1, 2021

Noa E-Mailed - Sou Required From Applicant

Apr 6, 2021

Official Gazette Publication Confirmation E-Mailed

Apr 6, 2021

Published For Opposition

Mar 17, 2021

Notification Of Notice Of Publication E-Mailed

Mar 1, 2021

Approved For Pub - Principal Register

Feb 1, 2021

Examiner's Amendment Entered

Feb 1, 2021

Notification Of Examiners Amendment E-Mailed

Feb 1, 2021

Examiners Amendment E-Mailed

Feb 1, 2021

Examiners Amendment -Written

Jun 22, 2020

Notification Of Non-Final Action E-Mailed

Jun 22, 2020

Non-Final Action E-Mailed

Jun 22, 2020

Non-Final Action Written

Jun 11, 2020

Assigned To Examiner

Mar 24, 2020

New Application Office Supplied Data Entered

Mar 23, 2020

New Application Entered