EQUITY360
Live / Registered — Registered (as of 05 Oct 2021)
What this means for you
Registered since 05 Oct 2021. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88357685
- Registration number
- 6511894
- Mark type
- Stylized text
- Filed
- 26 Mar 2019
- Published for opposition
- 12 Nov 2019
- Registered
- 05 Oct 2021
- Attorney of record
- Louise Arnott
Goods and services
- Class 035 — Advertising and business services: Business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing business information to financial service providers via the Internet
- Class 036 — Insurance and financial services: Financial and business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing technical support services, namely, technical advice for the financial and business administration and management of stock option plans, employer stock purchase plans, and directed share programs for others; financial services, namely, providing stock plan services and equity stock plan services in the nature of stock option plans, retirement plans, and employee stock purchase plans; investment management services; financial investment services in the fields of stocks, securities, mutual funds, commodities, and corporate, municipal, and treasury bonds; providing an online computer database in the fields of finance, investing, financial portfolio management, financial planning, financial decision making, investment research, monitoring performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, and financial alternative plans; securities brokerage services provided to holders of stock options; mutual fund investment services; providing financial information by electronic means; providing personalized investment information and investment account management, all by means of the internet; providing information about investment accounts and information about mutual fund performance; retirement fund investment services; financial administration of retirement plans and employee benefit plans concerning retirement, finance, and insurance
- Class 041 — Education and entertainment services: Educational services, namely, providing non-downloadable webinars and webcasts in the fields of investment, finance, financial planning, stock plans, equity compensation, retirement planning, asset allocation, investment strategy, and investment portfolio management; providing on-line non-downloadable publications in the nature of newsletters and reports in the fields of stock options, equity compensation, investing and investment products, namely, financial securities and stocks
- Class 042 — Scientific and technological services: Providing on-line non-downloadable software for use in managing and viewing financial information relating to stock options, retirement plans, investment portfolios, investment strategy and investment allocation, equity compensation, and financial alternative plans; providing temporary use of online, non-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing online, non-downloadable interactive software for creating managed personal investment accounts; providing online non-downloadable interactive financial planning software; providing on-line non-downloadable software for use in managing investment and trading, namely, electronic trading software, investment portfolio management software, and financial analytical software
Owner
- CHARLES SCHWAB & CO., INC., WESTLAKE, TX, US
- TD Ameritrade IP Company, Inc., Omaha, NE, US
- TD Ameritrade IP Company, Inc., Omaha, NE, US
- TD Ameritrade IP Company, Inc., Omaha, NE, US
Prosecution history
- 28 Feb 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 30 May 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 30 May 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 30 May 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 30 May 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 30 May 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 30 May 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 05 Oct 2021 — REGISTERED-PRINCIPAL REGISTER
- 28 Aug 2021 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 27 Aug 2021 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 07 Aug 2021 — STATEMENT OF USE PROCESSING COMPLETE
- 07 Jul 2021 — USE AMENDMENT FILED
- 19 Jul 2021 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 07 Jul 2021 — TEAS STATEMENT OF USE RECEIVED
- 01 Jan 2021 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED