REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/24/2025
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Official data from USPTO
WHERE SMART INVESTORS GET SMARTER
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WHERE SMART INVESTORS GET SMARTER
ST13
US500000088519844Class
9, 16, 35, 36, 38, 41, 42
Filing
88519844
Registration
6206761
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
30
Latest update
11/25/2025
Trademark type
Word
Nice classes
9, 16, 35, 36, 38, 41, 42
Filing date
07/17/2019
Registration date
11/24/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/24/2020
Last transaction
11/25/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
09/30/2019
First use in commerce
09/30/2019
Drawing code
4
Owner type
03
Owner location
WESTLAKE, TX
Examiner
FRUM MILONE,MARCIE R
Law office
M70
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 9Class 16Class 35Class 36Class 38Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable software related to financial informationinvestmenttradingelectronic trading softwareportfolio management softwarefinancial analytical softwarefinancial contact management softwarefinancial risk modeling software; downloadable software for providing electronic connectivity to financial exchanges and markets
Class 16
Printed publicationsmagazinesnewslettersguidesmanualspamphletsbrochuresall in the fields of financeinvestmenttrading
Class 35
Economic research and economic research services provided via a global computer network; economic forecasting and analysis
Class 36
Financial servicesproviding securities and investment informationanalysisnews and commentary; securities and futures trading for others; providing an on-line searchable computer database containing financial information about financial planninginvestmentportfolio managementtradinganalyticsorder managementrisk modelingsecuritiesfutures and forex; securities brokerage services; on-line discount securities brokerage services
Class 38
Providing access to computer databases containing financial information
Class 41
Educational servicesproviding conferenceswebinarswebcastsseminars in the fields of investment and finances; providing on-line publications in the nature of magazinesnewsletters and reports in the fields of investing and investment productssecurities and futures; providing a website featuring non-downloadable instructional videos in the field of financeinvestinginvestment productssecuritiesfuturesoptionsforeign exchange marketsstrategies and techniques for the trading of securities and financial instruments
Class 42
Providing on-line non-downloadable software for use in connection with financial planning; providing on-line non-downloadable software related to investmentelectronic trading softwareinvestment portfolio management softwarefinancial analytical softwareelectronic trading order management softwarefinancial risk modeling software
Publications
History of USPTO decisions and trademark events.
30 publications found
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
R.PR
REGISTERED-PRINCIPAL REGISTER
11/24/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
10/22/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
10/21/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/15/2020
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
09/15/2020
IUAF
USE AMENDMENT FILED
08/28/2020
EISU
TEAS STATEMENT OF USE RECEIVED
08/28/2020
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
03/24/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/28/2020
PUBO
PUBLISHED FOR OPPOSITION
01/28/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/08/2020
ALIE
ASSIGNED TO LIE
12/23/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/20/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/20/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/19/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/19/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/28/2019
GNRT
NON-FINAL ACTION E-MAILED
09/28/2019
CNRT
NON-FINAL ACTION WRITTEN
09/28/2019
DOCK
ASSIGNED TO EXAMINER
09/26/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/24/2019
NWAP
NEW APPLICATION ENTERED
07/20/2019
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