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AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/28/2024
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Official data from USPTO
EQUITY360
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
EQUITY360
ST13
US500000088357685Class
35, 36, 41, 42
Filing
88357685
Registration
6511894
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
38
Latest update
02/28/2024
Trademark type
Word
Nice classes
35, 36, 41, 42
Filing date
03/26/2019
Registration date
10/05/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/05/2021
Last transaction
06/09/2023
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
09/10/2020
First use in commerce
09/10/2020
Drawing code
4
Owner type
03
Owner location
WESTLAKE, TX, US
Examiner
CASSIDY,COLLEEN MULCRONE
Law office
O10
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
CHARLES SCHWAB & CO., INC.
TD Ameritrade IP Company, Inc.
Representatives
Louise Arnott Michael Best & Friedrich LLP
Technical classification
Nice Classes
Class 35Class 36Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business administration of stock option plansemployer stock purchase plansdirected share programs for others; providing business information to financial service providers via the Internet
Class 36
Financial and business administration of stock option plansemployer stock purchase plansdirected share programs for others; providing technical support servicestechnical advice for the financial and business administration and management of stock option plansemployer stock purchase plansdirected share programs for others; financial servicesproviding stock plan services and equity stock plan services in the nature of stock option plansretirement plansemployee stock purchase plans; investment management services; financial investment services in the fields of stockssecuritiesmutual fundscommoditiescorporatemunicipaltreasury bonds; providing an online computer database in the fields of financeinvestingfinancial portfolio managementfinancial planningfinancial decision makinginvestment researchmonitoring performance of investmentsanalyzing investment performanceevaluating asset allocationrisk tolerancefinancial 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 managementall 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 retirementfinanceinsurance
Class 41
Educational servicesproviding non-downloadable webinars and webcasts in the fields of investmentfinancefinancial planningstock plansequity compensationretirement planningasset allocationinvestment strategyinvestment portfolio management; providing on-line non-downloadable publications in the nature of newsletters and reports in the fields of stock optionsequity compensationinvesting and investment productsfinancial securities and stocks
Class 42
Providing on-line non-downloadable software for use in managing and viewing financial information relating to stock optionsretirement plansinvestment portfoliosinvestment strategy and investment allocationequity compensationfinancial alternative plans; providing temporary use of onlinenon-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing onlinenon-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 tradingelectronic trading softwareinvestment portfolio management softwarefinancial analytical software
Publications
History of USPTO decisions and trademark events.
38 publications found
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
R.PR
REGISTERED-PRINCIPAL REGISTER
10/05/2021
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
08/28/2021
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
08/27/2021
SUPC
STATEMENT OF USE PROCESSING COMPLETE
08/07/2021
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
07/19/2021
IUAF
USE AMENDMENT FILED
07/07/2021
EISU
TEAS STATEMENT OF USE RECEIVED
07/07/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
01/01/2021
EX2G
SOU EXTENSION 2 GRANTED
12/30/2020
EXT2
SOU EXTENSION 2 FILED
12/30/2020
EEXT
SOU TEAS EXTENSION RECEIVED
12/30/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
07/09/2020
EX1G
SOU EXTENSION 1 GRANTED
07/07/2020
EXT1
SOU EXTENSION 1 FILED
07/07/2020
EEXT
SOU TEAS EXTENSION RECEIVED
07/07/2020
DOCK
ASSIGNED TO EXAMINER
04/22/2020
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
01/07/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/12/2019
PUBO
PUBLISHED FOR OPPOSITION
11/12/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/23/2019
ALIE
ASSIGNED TO LIE
10/07/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/02/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/23/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/23/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/23/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/10/2019
GNRT
NON-FINAL ACTION E-MAILED
06/10/2019
CNRT
NON-FINAL ACTION WRITTEN
06/10/2019
DOCK
ASSIGNED TO EXAMINER
05/24/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/12/2019
NWAP
NEW APPLICATION ENTERED
03/29/2019
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