WHERE SMART INVESTORS GET SMARTER
LIVE

Serial Number

88519844

Owner

CHARLES SCHWAB & CO., INC.

Attorney

Louise Arnott

First Use Date

Sep 30, 2019

Filing Date

Jul 17, 2019

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WHERE SMART INVESTORS GET SMARTER Trademark

Serial Number: 88519844 • Registration: 6206761

WHERE SMART INVESTORS GET SMARTER is a trademark filed by CHARLES SCHWAB & CO., INC. on July 17, 2019. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 38 (Telecommunications), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 16 (Paper Goods), Class 35 (Advertising & Business). 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

TD AMERITRADE IP COMPANY, INC. (103 trademarks)

200 South 108th Ave.
Omaha, NE 68154

Entity Type: 03

Trademark Details

Filing Date

July 17, 2019

Registration Date

November 24, 2020

First Use Anywhere

September 30, 2019

First Use in Commerce

September 30, 2019

Published for Opposition

January 28, 2020

Goods & Services

Providing on-line non-downloadable software for use in connection with financial planning; providing on-line non-downloadable software related to investment, namely, electronic trading software, investment portfolio management software, financial analytical software, electronic trading order management software, and financial risk modeling software

Economic research and economic research services provided via a global computer network; economic forecasting and analysis

Educational services, namely, providing conferences, webinars, webcasts, and seminars in the fields of investment and finances; providing on-line publications in the nature of magazines, newsletters and reports in the fields of investing and investment products, namely, securities and futures; providing a website featuring non-downloadable instructional videos in the field of finance, investing, investment products, namely, securities, futures, options, and foreign exchange markets, and strategies and techniques for the trading of securities and financial instruments

Financial services, namely, providing securities and investment information, analysis, news and commentary; securities and futures trading for others; providing an on-line searchable computer database containing financial information about financial planning, investment, portfolio management, trading, analytics, order management, risk modeling, securities, futures and forex; securities brokerage services; on-line discount securities brokerage services

Printed publications, namely, magazines, newsletters, guides, manuals, pamphlets, and brochures, all in the fields of finance, investment, and trading

Downloadable software related to financial information, investment, and trading, namely, electronic trading software, portfolio management software, financial analytical software, financial contact management software, and financial risk modeling software; downloadable software for providing electronic connectivity to financial exchanges and markets

Providing access to computer databases containing financial information

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Nov 24, 2025 REM1
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
REGISTERED-PRINCIPAL REGISTER
Nov 24, 2020 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Oct 22, 2020 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Oct 21, 2020 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Sep 15, 2020 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Sep 15, 2020 AITU
USE AMENDMENT FILED
Aug 28, 2020 IUAF
TEAS STATEMENT OF USE RECEIVED
Aug 28, 2020 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Mar 24, 2020 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 28, 2020 NPUB
PUBLISHED FOR OPPOSITION
Jan 28, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 8, 2020 NONP
ASSIGNED TO LIE
Dec 23, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Dec 20, 2019 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 20, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 19, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 19, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 28, 2019 GNRN
NON-FINAL ACTION E-MAILED
Sep 28, 2019 GNRT
NON-FINAL ACTION WRITTEN
Sep 28, 2019 CNRT
ASSIGNED TO EXAMINER
Sep 26, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 24, 2019 NWOS
NEW APPLICATION ENTERED
Jul 20, 2019 NWAP