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Live/Registered
REGISTERED

on 12 Jun 2018

Last Applicant/ Owned by

3000 Schwab Way

Westlake

TX

76262

Serial Number

87331723 filed on 10th Feb 2017

Registration Number

5493172 registered on 12th Jun 2018

in the Principal Register

Correspondent Address

Louise Arnott

Michael Best & Friedrich LLP

444 W. Lake Street, Suite 3200

Chicago,IL 60606

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

Logo Mark Trademark Information

The color(s) white, dark teal, medium teal and light teal is/are claimed as a feature of the mark. providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account baRead More

Classification Information


Class [036]
Insurance & Financial Services


providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments


First Use Date in General

04th Mar 2017

First Use Date in Commerce

04th Mar 2017

Class [009]
Computer & Software Products & Electrical & Scientific Products


downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing


First Use Date in General

04th Mar 2017

First Use Date in Commerce

04th Mar 2017

Mark Details


Serial Number

No 87331723

Mark Type

No Service Mark

Attorney Docket Number

No 888677-0103

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.01.05 -

Circles made of broken or dotted lines

26.09.21 -

Squares that are completely or partially shaded

26.17.10 -

Zig-zag line(s)

Description of Design Search

The mark consists of a round white ring comprised of four different sized segments, each segment separated from each other by a break in the ring; the ring is set against a square with rounded corners with a jagged line intersecting the square from the lower left to upper right side; the upper half of the square is in a dark teal, the lower half in a medium teal, and the line itself in a light teal.

Legal History


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Status DateAction Taken
07th Dec 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
07th Dec 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07th Dec 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07th Dec 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07th Dec 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
12th Jun 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
30th Jan 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
30th Jan 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
30th Jan 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
30th Jan 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED