NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
01/14/2025
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Official data from USPTO
AMERITRADE
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
AMERITRADE
ST13
US500000088840665Class
36, 41, 42
Filing
88840665
Registration
7654668
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
57
Latest update
01/14/2025
Trademark type
Word
Nice classes
36, 41, 42
Filing date
03/19/2020
Registration date
01/14/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/14/2025
Last transaction
01/14/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
10/16/2023
First use in commerce
10/16/2023
Drawing code
4
Owner type
03
Owner location
WESTLAKE, TX
Examiner
HAN, DAWN
Law office
L70
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 36Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Providing financial information and analysis about financial planninginvestmentportfolio managementtrading optionsanalyticsorder managementrisk modelingsecuritiesfutures; investment management services; mutual fund investment services; providing an online computer database in the fields of financefinancial portfolio managementfinancial planningtradinganalyticsorder managementrisk modelingsecuritiesfuturesfinancial alternative plans; securities brokerage services; commodity brokerage; financial investment brokerage services; online discount securities brokerage services; management of a capital investment fund; financial services for financial investment advisorsonline financial portfolio management; financial consulting servicesadvising professional financial advisors about financial portfolio managementwealth managementinvestment managementfinancial planning; financial planning for retirement; individual retirement account services; financial administration of retirement plans and employee benefit plans concerning retirementfinanceinsurance; financial asset management; cash management services; stock broking services; stocks and bonds brokerage; stock exchange information services; providing stock market information; providing information in the field of financial stockequity marketsdata concerning stock exchanges; financial investment analysis and stock research; financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; financial servicesproviding informationanalysisnews and commentary about investment productssecurities and futures; online financial advisory services in the nature of automated financial robo-advisory services; end-point investor servicescapital investment and investment of funds; investment consultation services in the area of investment risk assessment; financial servicesadministration of donor-advised funds; cryptocurrency and digital currency trading services; financial consultation in the field of cryptocurrencyvirtual currencydigital currency; financial brokerage services for cryptocurrencyvirtual currencydigital currency trading
Class 41
Providing educational services to individuals and professional financial advisorsconducting seminarsclassesworkshops in the fields of financefinancial planningwealth managementretirement planninginvestment; providing news and commentary in the field of current events relating to financial informationinvestinginvestment products; entertainment servicesproviding podcasts in the fields of financefinancial informationfinancial managementinvestmenttrading; providing online publications in the nature of magazinesnewsletters and reports in the field of financial and investment advice and information
Class 42
Providing online non-downloadable software for use in connection with financewealth managementfinancial informationinvestmenttradinginvestment portfolio management softwarefinancial risk modeling software; providing online non-downloadable software to view financial informationinvestment strategyinvestment allocation; providing online non-downloadable software for enabling order execution in connection with trading options and other financial instruments; providing online non-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing online non-downloadable interactive financial planning software; providing online non downloadable software application for use in database managementtransmitting electronic messagescreating spreadsheets; providing a website featuring technology that enables financial investment advisors to customize the presentation of their clients' individual account information and enables financial investment advisors' clients to view personalized financial investment and account information; providing a web hosting platform featuring technology for digital file and data transaction services
Publications
History of USPTO decisions and trademark events.
57 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
01/14/2025
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
12/21/2024
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
12/21/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/25/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/25/2024
ALIE
ASSIGNED TO LIE
11/21/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/22/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/24/2024
GNRT
NON-FINAL ACTION E-MAILED
07/24/2024
CNRT
SU - NON-FINAL ACTION - WRITTEN
07/24/2024
SUPC
STATEMENT OF USE PROCESSING COMPLETE
06/11/2024
IUAF
USE AMENDMENT FILED
06/03/2024
EISU
TEAS STATEMENT OF USE RECEIVED
06/03/2024
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/28/2024
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
12/01/2023
EX5G
SOU EXTENSION 5 GRANTED
11/30/2023
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
11/30/2023
EXT5
SOU EXTENSION 5 FILED
11/20/2023
EEXT
SOU TEAS EXTENSION RECEIVED
11/20/2023
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
06/02/2023
EX4G
SOU EXTENSION 4 GRANTED
05/31/2023
EXT4
SOU EXTENSION 4 FILED
05/31/2023
EEXT
SOU TEAS EXTENSION RECEIVED
05/31/2023
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
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
11/09/2022
EX3G
SOU EXTENSION 3 GRANTED
11/07/2022
EXT3
SOU EXTENSION 3 FILED
11/07/2022
EEXT
SOU TEAS EXTENSION RECEIVED
11/07/2022
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
03/19/2022
EX2G
SOU EXTENSION 2 GRANTED
03/17/2022
EXT2
SOU EXTENSION 2 FILED
03/17/2022
EEXT
SOU TEAS EXTENSION RECEIVED
03/17/2022
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
11/24/2021
EX1G
SOU EXTENSION 1 GRANTED
11/22/2021
EXT1
SOU EXTENSION 1 FILED
11/22/2021
EEXT
SOU TEAS EXTENSION RECEIVED
11/22/2021
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
06/01/2021
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/06/2021
PUBO
PUBLISHED FOR OPPOSITION
04/06/2021
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/17/2021
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/01/2021
XAEC
EXAMINER'S AMENDMENT ENTERED
02/01/2021
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
02/01/2021
GNEA
EXAMINERS AMENDMENT E-MAILED
02/01/2021
CNEA
EXAMINERS AMENDMENT -WRITTEN
02/01/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/22/2020
GNRT
NON-FINAL ACTION E-MAILED
06/22/2020
CNRT
NON-FINAL ACTION WRITTEN
06/22/2020
DOCK
ASSIGNED TO EXAMINER
06/11/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/24/2020
NWAP
NEW APPLICATION ENTERED
03/23/2020
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