INSTITUTIONAL INTELLIGENT PORTFOLIOS
Live / Registered — Registered — partial Sections 8 & 15 accepted and acknowledged (as of 03 Nov 2022)
What this means for you
Registered since 24 May 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86546167
- Registration number
- 4965890
- Mark type
- Stylized text
- Filed
- 25 Feb 2015
- Published for opposition
- 28 Jul 2015
- Registered
- 24 May 2016
- Attorney of record
- Louise Arnott
Goods and services
- Class 009 — Scientific and electric apparatus: [ 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 ]
- Class 036 — Insurance and financial services: 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
- Class 042 — Scientific and technological services: 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
Owner
- Charles Schwab & Co., Inc., Westlake, TX, US
- Charles Schwab & Co., Inc., San Francisco, CA, US
- Charles Schwab & Co., Inc., San Francisco, CA, US
Prosecution history
- 24 May 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 07 Dec 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 07 Dec 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 07 Dec 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 07 Dec 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 07 Dec 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 30 Jan 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 30 Jan 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 30 Jan 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 30 Jan 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 03 Nov 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 03 Nov 2022 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 03 Nov 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 03 May 2022 — TEAS SECTION 8 & 15 RECEIVED
- 24 May 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED