AMERITRADE
LIVE

Serial Number

88840665

Owner

CHARLES SCHWAB & CO., INC.

Attorney

Louise Arnott

First Use Date

Oct 16, 2023

Filing Date

Mar 19, 2020

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AMERITRADE Trademark

Serial Number: 88840665 • Registration: 7654668

AMERITRADE is a trademark filed by CHARLES SCHWAB & CO., INC. on March 19, 2020. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

CHARLES SCHWAB & CO., INC. (923 trademarks)

3000 Schwab Way
Westlake, TX 76262

Entity Type: 03

TD AMERITRADE IP COMPANY, INC. (103 trademarks)

200 South 108th Ave.
Omaha, NE 68154

Entity Type: 03

Trademark Details

Filing Date

March 19, 2020

Registration Date

January 14, 2025

First Use Anywhere

October 16, 2023

First Use in Commerce

October 16, 2023

Published for Opposition

April 6, 2021

Goods & Services

Providing educational services to individuals and professional financial advisors, namely, conducting seminars, classes, and workshops in the fields of finance, financial planning, wealth management, retirement planning, and investment; providing news and commentary in the field of current events relating to financial information, investing, and investment products; entertainment services, namely, providing podcasts in the fields of finance, financial information, financial management, investment, and trading; providing online publications in the nature of magazines, newsletters and reports in the field of financial and investment advice and information

Providing financial information and analysis about financial planning, investment, portfolio management, trading options, analytics, order management, risk modeling, securities, and futures; investment management services; mutual fund investment services; providing an online computer database in the fields of finance, financial portfolio management, financial planning, trading, analytics, order management, risk modeling, securities, futures, and financial 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 advisors, namely, online financial portfolio management; financial consulting services, namely, advising professional financial advisors about financial portfolio management, wealth management, investment management, and financial planning; financial planning for retirement; individual retirement account services; financial administration of retirement plans and employee benefit plans concerning retirement, finance, and insurance; 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 stock, equity markets, and data concerning stock exchanges; financial investment analysis and stock research; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, providing information, analysis, news and commentary about investment products, namely, securities and futures; online financial advisory services in the nature of automated financial robo-advisory services; end-point investor services, namely, capital investment and investment of funds; investment consultation services in the area of investment risk assessment; financial services, namely, administration of donor-advised funds; cryptocurrency and digital currency trading services; financial consultation in the field of cryptocurrency, virtual currency, and digital currency; financial brokerage services for cryptocurrency, virtual currency, and digital currency trading

Providing online non-downloadable software for use in connection with finance, wealth management, financial information, investment, and trading, namely, investment portfolio management software, and financial risk modeling software; providing online non-downloadable software to view financial information, investment strategy, and investment 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 management, transmitting electronic messages, and creating 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

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jan 14, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Jan 14, 2025 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Dec 21, 2024 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Dec 21, 2024 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 25, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 25, 2024 CRFA
ASSIGNED TO LIE
Nov 21, 2024 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 22, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 24, 2024 GNRN
NON-FINAL ACTION E-MAILED
Jul 24, 2024 GNRT
SU - NON-FINAL ACTION - WRITTEN
Jul 24, 2024 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Jun 11, 2024 SUPC
USE AMENDMENT FILED
Jun 3, 2024 IUAF
TEAS STATEMENT OF USE RECEIVED
Jun 3, 2024 EISU
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 28, 2024 ASGN
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Dec 1, 2023 EXRA
SOU EXTENSION 5 GRANTED
Nov 30, 2023 EX5G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Nov 30, 2023 AITU
SOU EXTENSION 5 FILED
Nov 20, 2023 EXT5
SOU TEAS EXTENSION RECEIVED
Nov 20, 2023 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jun 2, 2023 EXRA
SOU EXTENSION 4 GRANTED
May 31, 2023 EX4G
SOU EXTENSION 4 FILED
May 31, 2023 EXT4
SOU TEAS EXTENSION RECEIVED
May 31, 2023 EEXT
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
May 30, 2023 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 30, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 30, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 30, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
May 30, 2023 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
May 30, 2023 COAR
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Nov 9, 2022 EXRA
SOU EXTENSION 3 GRANTED
Nov 7, 2022 EX3G
SOU EXTENSION 3 FILED
Nov 7, 2022 EXT3
SOU TEAS EXTENSION RECEIVED
Nov 7, 2022 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Mar 19, 2022 EXRA
SOU EXTENSION 2 GRANTED
Mar 17, 2022 EX2G
SOU EXTENSION 2 FILED
Mar 17, 2022 EXT2
SOU TEAS EXTENSION RECEIVED
Mar 17, 2022 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Nov 24, 2021 EXRA
SOU EXTENSION 1 GRANTED
Nov 22, 2021 EX1G
SOU EXTENSION 1 FILED
Nov 22, 2021 EXT1
SOU TEAS EXTENSION RECEIVED
Nov 22, 2021 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jun 1, 2021 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 6, 2021 NPUB
PUBLISHED FOR OPPOSITION
Apr 6, 2021 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 17, 2021 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 1, 2021 CNSA
EXAMINER'S AMENDMENT ENTERED
Feb 1, 2021 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Feb 1, 2021 GNEN
EXAMINERS AMENDMENT E-MAILED
Feb 1, 2021 GNEA
EXAMINERS AMENDMENT -WRITTEN
Feb 1, 2021 CNEA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 22, 2020 GNRN
NON-FINAL ACTION E-MAILED
Jun 22, 2020 GNRT
NON-FINAL ACTION WRITTEN
Jun 22, 2020 CNRT
ASSIGNED TO EXAMINER
Jun 11, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 24, 2020 NWOS
NEW APPLICATION ENTERED
Mar 23, 2020 NWAP