| Serial Number | 78753620 |
| Word Mark | 5-STEP INVESTING FORMULA |
| Filing Date | Monday, November 14, 2005 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, May 24, 2013 |
| Registration Number | 3158106 |
| Registration Date | Tuesday, October 17, 2006 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 25, 2006 |
| Disclaimer with Predetermined Text | "INVESTING" |
| Goods and Services | Providing live and online workshops and courses in the field of investing and managing investment portfolios |
| Pseudo Mark | FIVE-STEP INVESTING FORMULA |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, May 24, 2013 |
| Primary Code | 041 |
| First Use Anywhere Date | Wednesday, December 31, 1997 |
| First Use In Commerce Date | Wednesday, December 31, 1997 |
| Party Name | TD AMERITRADE, INC. |
| Party Type | 33 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | OMAHA, NE 68154 |
| Party Name | INVESTOOLS INC. |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | DRAPER, UT 84020 |
| Party Name | THINKORSWIM GROUP INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10111 |
| Party Name | INVESTools Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Draper, UT 84020 |
| Party Name | INVESTools Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Draper, UT 84020 |
| Party Name | INVESTools Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Draper, UT 84020 |
| Event Date | Event Description |
| Wednesday, May 30, 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, May 24, 2013 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, July 15, 2009 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, September 11, 2008 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, September 11, 2008 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, August 27, 2008 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, June 18, 2008 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, May 16, 2007 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, March 14, 2007 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, October 17, 2006 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 25, 2006 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 5, 2006 | NOTICE OF PUBLICATION |
| Monday, June 5, 2006 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, May 26, 2006 | ASSIGNED TO LIE |
| Thursday, May 25, 2006 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, May 25, 2006 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, May 25, 2006 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, May 25, 2006 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, May 25, 2006 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, May 18, 2006 | ASSIGNED TO EXAMINER |
| Thursday, November 17, 2005 | NEW APPLICATION ENTERED IN TRAM |