| Serial Number | 88840665 |
| Word Mark | AMERITRADE |
| Filing Date | Thursday, March 19, 2020 |
| Status | 807 - SU - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, July 24, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 6, 2021 |
| Goods and Services | Providing educational services to individuals and professional financial advisors, namely, conducting seminars, classes, and workshops in the fields of finance, financial planning, wealth management, retirement planning, and investment; providing news and commentary in the field of current events relating to financial information, investing, and investment products; entertainment services, namely, providing podcasts in the fields of finance, financial information, financial management, investment, and trading; providing online publications in the nature of magazines, newsletters and reports in the field of financial and investment advice and information |
| Goods and Services | Downloadable software for use in connection with finance, financial planning, wealth management, financial information, investment, and trading, namely, investment portfolio management software; downloadable software for enabling order execution in connection with trading options and other financial instruments; downloadable interactive software for managing and monitoring personal financial and investment accounts; downloadable interactive financial planning software; downloadable software in the nature of a mobile application related to finance, financial planning, wealth management, financial information, investment, and trading, namely, investment portfolio management software and financial risk modeling software; digital media, namely, downloadable audio and video recordings featuring and promoting television news programs; downloadable software for financial management for use with cryptocurrency, virtual currency, and digital currency |
| Pseudo Mark | AMERICA TRADE |
| Goods and Services | Providing financial information and analysis about financial planning, investment, portfolio management, trading options, analytics, order management, risk modeling, securities, and futures; investment management services; mutual fund investment services; providing an online computer database in the fields of finance, financial portfolio management, financial planning, trading, analytics, order management, risk modeling, securities, futures, and financial alternative plans; securities brokerage services; commodity brokerage; financial investment brokerage services; online discount securities brokerage services; management of a capital investment fund; financial services for financial investment advisors, namely, online financial portfolio management; financial consulting services, namely, advising professional financial advisors about financial portfolio management, wealth management, investment management, and financial planning; financial planning for retirement; individual retirement account services; financial administration of retirement plans and employee benefit plans concerning retirement, finance, and insurance; financial asset management; cash management services; stock broking services; stocks and bonds brokerage; stock exchange information services; providing stock market information; providing information in the field of financial stock, equity markets, and data concerning stock exchanges; financial investment analysis and stock research; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, providing information, analysis, news and commentary about investment products, namely, securities and futures; online financial advisory services in the nature of automated financial robo-advisory services; end-point investor services, namely, capital investment and investment of funds; investment consultation services in the area of investment risk assessment; financial services, namely, administration of donor-advised funds; cryptocurrency and digital currency trading services; financial consultation in the field of cryptocurrency, virtual currency, and digital currency; financial brokerage services for cryptocurrency, virtual currency, and digital currency trading |
| Goods and Services | Providing online non-downloadable software for use in connection with finance, wealth management, financial information, investment, and trading, namely, investment portfolio management software, and financial risk modeling software; providing online non-downloadable software to view financial information, investment strategy, and investment allocation; providing online non-downloadable software for enabling order execution in connection with trading options and other financial instruments; providing online non-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing online non-downloadable interactive financial planning software; providing online non downloadable software application for use in database management, transmitting electronic messages, and creating spreadsheets; 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; providing a web hosting platform featuring technology for digital file and data transaction services |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, March 24, 2020 |
| Primary Code | 009 |
| First Use Anywhere Date | Monday, October 16, 2023 |
| First Use In Commerce Date | Monday, October 16, 2023 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, March 24, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 16, 2023 |
| First Use In Commerce Date | Monday, October 16, 2023 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, March 24, 2020 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, October 16, 2023 |
| First Use In Commerce Date | Monday, October 16, 2023 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, March 24, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, October 16, 2023 |
| First Use In Commerce Date | Monday, October 16, 2023 |
| Party Name | CHARLES SCHWAB & CO., INC. |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 03 - Corporation |
| Address | WESTLAKE, TX 76262 |
| Party Name | TD Ameritrade IP Company, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Omaha, NE 68154 |
| Party Name | TD Ameritrade IP Company, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Omaha, NE 68154 |
| Event Date | Event Description |
| Monday, March 23, 2020 | NEW APPLICATION ENTERED |
| Tuesday, March 24, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 11, 2020 | ASSIGNED TO EXAMINER |
| Monday, June 22, 2020 | NON-FINAL ACTION WRITTEN |
| Monday, June 22, 2020 | NON-FINAL ACTION E-MAILED |
| Monday, June 22, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, February 1, 2021 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, February 1, 2021 | EXAMINERS AMENDMENT E-MAILED |
| Monday, February 1, 2021 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, February 1, 2021 | EXAMINER'S AMENDMENT ENTERED |
| Monday, March 1, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 17, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 6, 2021 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 6, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 1, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, November 22, 2021 | SOU TEAS EXTENSION RECEIVED |
| Monday, November 22, 2021 | SOU EXTENSION 1 FILED |
| Monday, November 22, 2021 | SOU EXTENSION 1 GRANTED |
| Wednesday, November 24, 2021 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, March 17, 2022 | SOU TEAS EXTENSION RECEIVED |
| Thursday, March 17, 2022 | SOU EXTENSION 2 FILED |
| Thursday, March 17, 2022 | SOU EXTENSION 2 GRANTED |
| Saturday, March 19, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, November 7, 2022 | SOU TEAS EXTENSION RECEIVED |
| Monday, November 7, 2022 | SOU EXTENSION 3 FILED |
| Monday, November 7, 2022 | SOU EXTENSION 3 GRANTED |
| Wednesday, November 9, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, May 30, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, May 30, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, May 30, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, May 30, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, May 30, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, May 30, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, May 31, 2023 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, May 31, 2023 | SOU EXTENSION 4 FILED |
| Wednesday, May 31, 2023 | SOU EXTENSION 4 GRANTED |
| Friday, June 2, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, November 20, 2023 | SOU EXTENSION 5 FILED |
| Thursday, November 30, 2023 | SOU EXTENSION 5 GRANTED |
| Monday, November 20, 2023 | SOU TEAS EXTENSION RECEIVED |
| Thursday, November 30, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, June 3, 2024 | USE AMENDMENT FILED |
| Monday, June 3, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Friday, December 1, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, February 28, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, June 11, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Sunday, September 22, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, July 24, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, July 24, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, July 24, 2024 | SU - NON-FINAL ACTION - WRITTEN |