TrademarkDir
IREBAL
LIVE

Serial Number

78823639

Owner

CHARLES SCHWAB & CO., INC.

Attorney

Louise Arnott

First Use Date

Jun 15, 2005

Filing Date

Feb 26, 2006

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IREBAL Trademark

Serial Number: 78823639 • Registration: 3329237

IREBAL is a trademark filed by CHARLES SCHWAB & CO., INC. on February 26, 2006. The trademark is classified under Class 9 (Computers & Electronics). 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

iRebal, L.L.C. (2 trademarks)

175 South Street, 2nd Floor
Morristown, NJ 07960

Entity Type: 16

Trademark Details

Filing Date

February 26, 2006

Registration Date

November 6, 2007

First Use Anywhere

June 15, 2005

First Use in Commerce

June 15, 2005

Published for Opposition

August 21, 2007

Goods & Services

Computer software for financial management, namely cash management, tax loss harvesting, and rebalancing across accounts, and within accounts

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 28, 2024 ASGN
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 ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Mar 30, 2018 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Mar 30, 2018 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Mar 30, 2018 89AG
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 21, 2017 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 21, 2017 REAP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Apr 25, 2017 EROP
POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Jan 19, 2017 PR89
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 18, 2017 APRE
TEAS SECTION 8 & 9 RECEIVED
Nov 8, 2016 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Nov 6, 2016 REM2
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Oct 28, 2013 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Oct 28, 2013 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Mar 1, 2013 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Mar 1, 2013 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Mar 1, 2013 APRE
TEAS SECTION 8 & 15 RECEIVED
Feb 11, 2013 E815
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 11, 2013 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 13, 2012 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 13, 2012 REAP
REGISTERED-PRINCIPAL REGISTER
Nov 6, 2007 R.PR
PUBLISHED FOR OPPOSITION
Aug 21, 2007 PUBO
NOTICE OF PUBLICATION
Aug 1, 2007 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jul 17, 2007 PREV
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 17, 2007 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 16, 2007 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 16, 2007 CRFA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 12, 2007 TCCA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 12, 2007 TROA
ASSIGNED TO EXAMINER
Jul 12, 2007 DOCK
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jun 27, 2007 ASGN
NON-FINAL ACTION E-MAILED
May 1, 2007 GNRT
NON-FINAL ACTION WRITTEN
May 1, 2007 CNRT
REMOVED FROM TEAS PLUS
May 1, 2007 RFTP
AMENDMENT FROM APPLICANT ENTERED
Apr 26, 2007 ACEC
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 26, 2007 CRFA
ASSIGNED TO LIE
Apr 26, 2007 ALIE
PAPER RECEIVED
Mar 26, 2007 MAIL
ACTION DENYING REQ FOR RECON E-MAILED
Nov 13, 2006 GECD
ACTION CONTINUING FINAL - COMPLETED
Nov 13, 2006 CNCF
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 9, 2006 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 7, 2006 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 7, 2006 TROA
FINAL REFUSAL E-MAILED
Sep 22, 2006 GNFR
FINAL REFUSAL WRITTEN
Sep 22, 2006 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 19, 2006 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 19, 2006 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 19, 2006 TROA
NON-FINAL ACTION E-MAILED
Aug 16, 2006 GNRT
NON-FINAL ACTION WRITTEN
Aug 16, 2006 CNRT
ASSIGNED TO EXAMINER
Aug 15, 2006 DOCK
NEW APPLICATION ENTERED
Mar 3, 2006 NWAP

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