ADVISORCLIENT Trademark

Trademark Overview

On Monday, November 26, 2012, a trademark application was filed for ADVISORCLIENT with the United States Patent and Trademark Office. The USPTO has given the ADVISORCLIENT trademark a serial number of 85786797. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, December 13, 2023. This trademark is owned by TD Ameritrade IP Company, Inc.. The ADVISORCLIENT trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Providing a website featuring financial investment and account information

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
advisorclient

General Information

Serial Number85786797
Word MarkADVISORCLIENT
Filing DateMonday, November 26, 2012
Status800 - REGISTERED AND RENEWED
Status DateWednesday, December 13, 2023
Registration Number4358090
Registration DateTuesday, June 25, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 9, 2013

Trademark Statements

Pseudo MarkADVISOR CLIENT
Goods and ServicesProviding a website featuring financial investment and account information
Goods and ServicesProviding 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

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 4, 2012
Primary Code036
First Use Anywhere DateSunday, November 30, 2003
First Use In Commerce DateSunday, November 30, 2003
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, February 20, 2013
Primary Code042
First Use Anywhere DateSunday, November 30, 2003
First Use In Commerce DateSunday, November 30, 2003

Trademark Owner History

Party NameCHARLES SCHWAB & CO., INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressWESTLAKE, TX 76262
Party NameTD Ameritrade IP Company, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressOmaha, NE 68154
Party NameTD Ameritrade IP Company, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressOmaha, NE 68127
Party NameTD Ameritrade IP Company, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressOmaha, NE 68127

Trademark Events

Event DateEvent Description
Wednesday, February 28, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, December 13, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, December 13, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, December 13, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, December 13, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, June 19, 2023TEAS SECTION 8 & 9 RECEIVED
Tuesday, May 30, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, May 30, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, May 30, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, May 30, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, May 30, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, May 30, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, June 25, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, July 25, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, July 25, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, July 25, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, June 11, 2019TEAS SECTION 8 & 15 RECEIVED
Monday, June 25, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, July 21, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, July 21, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, October 28, 2013APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, October 28, 2013TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, June 25, 2013REGISTERED-PRINCIPAL REGISTER
Tuesday, April 9, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 9, 2013PUBLISHED FOR OPPOSITION
Wednesday, March 20, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 5, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, March 5, 2013ASSIGNED TO LIE
Wednesday, February 20, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 20, 2013EXAMINER'S AMENDMENT ENTERED
Wednesday, February 20, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, February 20, 2013EXAMINERS AMENDMENT E-MAILED
Wednesday, February 20, 2013EXAMINERS AMENDMENT -WRITTEN
Wednesday, February 6, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, February 5, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, February 5, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, January 8, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, January 8, 2013NON-FINAL ACTION E-MAILED
Tuesday, January 8, 2013NON-FINAL ACTION WRITTEN
Monday, January 7, 2013ASSIGNED TO EXAMINER
Wednesday, December 5, 2012NOTICE OF PSEUDO MARK MAILED
Tuesday, December 4, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, November 29, 2012NEW APPLICATION ENTERED

Related Keywords

advisorclient investment financial information account clients providing advisors enables website featuring