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Official data from USPTO

INVESTOR TOOLBOX

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

INVESTOR TOOLBOX

ST13

US500000078928154

Class

36

Filing

78928154

Registration

3268098

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

49

Latest update

07/24/2026

Trademark type

Word

Nice classes

36

Filing date

07/12/2006

Registration date

07/24/2007

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

01/07/2017

Last transaction

07/24/2026

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

01/31/1999

First use in commerce

01/31/1999

Drawing code

4

Owner type

03

Owner location

WESTLAKE, TX, US

Examiner

JOHNSON, AISHA CLARKE

Law office

L10

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

CHARLES SCHWAB & CO., INC.
TD AMERITRADE, INC.
INVESTOOLS INC.
THINKORSWIM GROUP INC.
INVESTools, 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 servicesproviding data and interactive charts for the researchanalysis and management of investments and financial portfolios via a global computer network

Publications

History of USPTO decisions and trademark events.

49 publications found

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

07/24/2026

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

02/28/2024

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

05/30/2023

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

05/30/2023

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

05/30/2023

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

05/30/2023

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

05/30/2023

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

05/30/2023

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

05/30/2018

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

01/07/2017

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

01/07/2017

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

01/07/2017

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

01/07/2017

E89R

TEAS SECTION 8 & 9 RECEIVED

10/27/2016

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

07/24/2016

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

07/31/2014

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

07/31/2014

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

08/25/2012

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

08/25/2012

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

08/25/2012

E815

TEAS SECTION 8 & 15 RECEIVED

08/07/2012

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

05/02/2012

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

05/02/2012

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

07/15/2009

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

09/11/2008

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

09/11/2008

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

08/27/2008

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

06/18/2008

R.PR

REGISTERED-PRINCIPAL REGISTER

07/24/2007

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

05/16/2007

PUBO

PUBLISHED FOR OPPOSITION

05/08/2007

NPUB

NOTICE OF PUBLICATION

04/18/2007

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

03/14/2007

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

03/13/2007

ALIE

ASSIGNED TO LIE

03/13/2007

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

02/14/2007

XAEC

EXAMINER'S AMENDMENT ENTERED

02/14/2007

GNEA

EXAMINERS AMENDMENT E-MAILED

02/14/2007

CNEA

EXAMINERS AMENDMENT -WRITTEN

02/14/2007

GNRT

NON-FINAL ACTION E-MAILED

02/12/2007

CNRT

NON-FINAL ACTION WRITTEN

02/12/2007

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

12/19/2006

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

12/18/2006

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

12/18/2006

GNRT

NON-FINAL ACTION E-MAILED

12/11/2006

CNRT

NON-FINAL ACTION WRITTEN

12/11/2006

DOCK

ASSIGNED TO EXAMINER

12/10/2006

MPMK

NOTICE OF PSEUDO MARK MAILED

07/19/2006

NWAP

NEW APPLICATION ENTERED

07/18/2006

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