NP89
NOTICE OF ACCEPTANCE OF PARTIAL SEC. 8 & 9 EMAILED
06/13/2026
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Official data from USPTO
MUTUAL FUND ONESOURCE SELECT LIST
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
MUTUAL FUND ONESOURCE SELECT LIST
ST13
US500000078364272Class
16, 36
Filing
78364272
Registration
3152771
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
53
Latest update
07/07/2026
Trademark type
Word
Nice classes
16, 36
Filing date
02/06/2004
Registration date
10/10/2006
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/13/2026
Last transaction
07/07/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
11/14/2003
First use in commerce
11/14/2003
Drawing code
4
Owner type
03
Owner location
Westlake, TX, US
Examiner
THOMPSON, HEATHER
Holders and representatives
Holders
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
Representatives
Louise Arnott Michael Best & Friedrich LLP
Technical classification
Nice Classes
Class 16Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 16
Newsletters in the field of investing
Class 36
Providing information and analysis in the field of financial investments via the Internet
Publications
History of USPTO decisions and trademark events.
53 publications found
RNL2
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
06/13/2026
9G8P
REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
06/13/2026
8PRT
REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
06/13/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/13/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
04/10/2026
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
10/10/2025
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
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
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
09/03/2016
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
09/03/2016
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
09/03/2016
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/03/2016
E89R
TEAS SECTION 8 & 9 RECEIVED
06/14/2016
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/14/2016
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
10/10/2015
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
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05/03/2012
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05/03/2012
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/03/2012
E815
TEAS SECTION 8 & 15 RECEIVED
04/18/2012
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/18/2012
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
09/24/2009
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
09/24/2009
R.PR
REGISTERED-PRINCIPAL REGISTER
10/10/2006
PUBO
PUBLISHED FOR OPPOSITION
07/18/2006
NPUB
NOTICE OF PUBLICATION
06/28/2006
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
05/25/2006
ALIE
ASSIGNED TO LIE
05/19/2006
CNEA
EXAMINERS AMENDMENT MAILED
05/12/2006
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/12/2006
XAEC
EXAMINER'S AMENDMENT ENTERED
05/12/2006
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/12/2006
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
09/26/2005
CNSL
LETTER OF SUSPENSION MAILED
03/23/2005
CNSL
SUSPENSION LETTER WRITTEN
03/22/2005
ACEC
AMENDMENT FROM APPLICANT ENTERED
02/18/2005
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/01/2005
PAPER RECEIVED
02/01/2005
CNRT
NON-FINAL ACTION MAILED
09/01/2004
CNRT
SU - NON-FINAL ACTION - WRITTEN
08/31/2004
DOCK
ASSIGNED TO EXAMINER
08/30/2004
NWAP
NEW APPLICATION ENTERED
02/19/2004
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