NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
12/18/2023
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Official data from USPTO
MANAGED ACCOUNT MARKETPLACE
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
MANAGED ACCOUNT MARKETPLACE
ST13
US500000076189234Class
36
Filing
76189234
Registration
2737781
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
44
Latest update
12/18/2023
Trademark type
Word
Nice classes
36
Filing date
01/02/2001
Registration date
07/15/2003
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/18/2023
Last transaction
12/18/2023
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
2001-06-00
First use in commerce
2001-06-00
Drawing code
1
Owner type
03
Owner location
Westlake, TX
Examiner
CASE, LEIGH
Law office
L50
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
Representatives
Louise Arnott Michael Best & Friedrich LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial services provided to investment advisorscustody of assetssecurities tradingresearch on money managersinvestment performance reportingasset allocation tools in the nature of onlineinteractive financial calculators and questionnaires for use in financial planning and analysis
Publications
History of USPTO decisions and trademark events.
44 publications found
RNL2
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
12/18/2023
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
12/18/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
12/14/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/07/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/07/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/07/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/07/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/07/2023
E89R
TEAS SECTION 8 & 9 RECEIVED
06/20/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/30/2023
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
01/30/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/30/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/30/2023
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/15/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/24/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/24/2019
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
04/06/2013
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
04/06/2013
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
04/06/2013
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/06/2013
E89R
TEAS SECTION 8 & 9 RECEIVED
03/21/2013
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/21/2013
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/25/2012
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/25/2012
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
09/24/2009
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
09/24/2009
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/31/2009
PLGL
ASSIGNED TO PARALEGAL
07/21/2009
E815
TEAS SECTION 8 & 15 RECEIVED
07/14/2009
CFIT
CASE FILE IN TICRS
02/29/2008
R.PR
REGISTERED-PRINCIPAL REGISTER
07/15/2003
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
05/09/2003
SUPC
STATEMENT OF USE PROCESSING COMPLETE
05/02/2003
IUAF
USE AMENDMENT FILED
02/11/2003
PAPER RECEIVED
02/11/2003
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
09/17/2002
PUBO
PUBLISHED FOR OPPOSITION
06/25/2002
NPUB
NOTICE OF PUBLICATION
06/05/2002
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/08/2002
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/03/2001
CNRT
NON-FINAL ACTION MAILED
06/07/2001
DOCK
ASSIGNED TO EXAMINER
04/24/2001
DOCK
ASSIGNED TO EXAMINER
04/21/2001
Continuous trademark protection
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