TrademarkDir
INSTITUTIONAL INTELLIGENT PORTFOLIOS
LIVE

Serial Number

86546167

Owner

CHARLES SCHWAB & CO., INC.

Attorney

Louise Arnott

First Use Date

Jul 1, 2015

Filing Date

Feb 25, 2015

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INSTITUTIONAL INTELLIGENT PORTFOLIOS Trademark

Serial Number: 86546167 • Registration: 4965890

INSTITUTIONAL INTELLIGENT PORTFOLIOS is a trademark filed by CHARLES SCHWAB & CO., INC. on February 25, 2015. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

CHARLES SCHWAB & CO., INC. (924 trademarks)

3000 Schwab Way
Westlake, TX 76262

Entity Type: 03

Trademark Details

Filing Date

February 25, 2015

Registration Date

May 24, 2016

First Use Anywhere

July 1, 2015

First Use in Commerce

July 1, 2015

Published for Opposition

July 28, 2015

Goods & Services

[ downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving data from personal investment accounts ]

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

providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
May 24, 2025 REM2
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 7, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 7, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 7, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 7, 2023 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 7, 2023 COAR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 30, 2023 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jan 30, 2023 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 30, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 30, 2023 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Nov 3, 2022 NA85
REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Nov 3, 2022 C15P
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 3, 2022 APRE
TEAS SECTION 8 & 15 RECEIVED
May 3, 2022 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 24, 2021 REM1
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 24, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 24, 2019 REAP
REGISTERED-PRINCIPAL REGISTER
May 24, 2016 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Apr 22, 2016 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Apr 21, 2016 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Apr 18, 2016 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Apr 14, 2016 AITU
USE AMENDMENT FILED
Mar 10, 2016 IUAF
TEAS STATEMENT OF USE RECEIVED
Mar 10, 2016 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sep 22, 2015 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 28, 2015 NPUB
PUBLISHED FOR OPPOSITION
Jul 28, 2015 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 8, 2015 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jun 25, 2015 PREV
ASSIGNED TO LIE
Jun 19, 2015 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 2, 2015 CNSA
EXAMINER'S AMENDMENT ENTERED
Jun 2, 2015 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jun 2, 2015 GNEN
EXAMINERS AMENDMENT E-MAILED
Jun 2, 2015 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jun 2, 2015 CNEA
ASSIGNED TO EXAMINER
Jun 2, 2015 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 11, 2015 NWOS
NEW APPLICATION ENTERED
Feb 28, 2015 NWAP

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