| Serial Number | 88357685 |
| Word Mark | EQUITY360 |
| Filing Date | Tuesday, March 26, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 5, 2021 |
| Registration Number | 6511894 |
| Registration Date | Tuesday, October 5, 2021 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 12, 2019 |
| Goods and Services | Educational services, namely, providing non-downloadable webinars and webcasts in the fields of investment, finance, financial planning, stock plans, equity compensation, retirement planning, asset allocation, investment strategy, and investment portfolio management; providing on-line non-downloadable publications in the nature of newsletters and reports in the fields of stock options, equity compensation, investing and investment products, namely, financial securities and stocks |
| Pseudo Mark | EQUITY THREE SIX ZERO; EQUITY THREE HUNDRED AND SIXTY |
| Goods and Services | Financial and business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing technical support services, namely, technical advice for the financial and business administration and management of stock option plans, employer stock purchase plans, and directed share programs for others; financial services, namely, providing stock plan services and equity stock plan services in the nature of stock option plans, retirement plans, and employee stock purchase plans; investment management services; financial investment services in the fields of stocks, securities, mutual funds, commodities, and corporate, municipal, and treasury bonds; providing an online computer database in the fields of finance, investing, financial portfolio management, financial planning, financial decision making, investment research, monitoring performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, and financial alternative plans; securities brokerage services provided to holders of stock options; mutual fund investment services; providing financial information by electronic means; providing personalized investment information and investment account management, all by means of the internet; providing information about investment accounts and information about mutual fund performance; retirement fund investment services; financial administration of retirement plans and employee benefit plans concerning retirement, finance, and insurance |
| Goods and Services | Business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing business information to financial service providers via the Internet |
| Goods and Services | Providing on-line non-downloadable software for use in managing and viewing financial information relating to stock options, retirement plans, investment portfolios, investment strategy and investment allocation, equity compensation, and financial alternative plans; providing temporary use of online, non-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing online, non-downloadable interactive software for creating managed personal investment accounts; providing online non-downloadable interactive financial planning software; providing on-line non-downloadable software for use in managing investment and trading, namely, electronic trading software, investment portfolio management software, and financial analytical software |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, April 12, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, September 10, 2020 |
| First Use In Commerce Date | Thursday, September 10, 2020 |
| 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 | Friday, April 12, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, September 10, 2020 |
| First Use In Commerce Date | Thursday, September 10, 2020 |
| 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 | Friday, April 12, 2019 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, September 19, 2019 |
| First Use In Commerce Date | Thursday, September 19, 2019 |
| 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 | Friday, April 12, 2019 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, September 10, 2020 |
| First Use In Commerce Date | Thursday, September 10, 2020 |
| Party Name | CHARLES SCHWAB & CO., INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | WESTLAKE, TX 76262 |
| Party Name | TD Ameritrade IP Company, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Omaha, NE 68154 |
| 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 |
| Wednesday, February 28, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, May 30, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, May 30, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, May 30, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, May 30, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, May 30, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, May 30, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, October 5, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Saturday, August 28, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Friday, August 27, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, August 7, 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, July 7, 2021 | USE AMENDMENT FILED |
| Monday, July 19, 2021 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, July 7, 2021 | TEAS STATEMENT OF USE RECEIVED |
| Friday, January 1, 2021 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, December 30, 2020 | SOU EXTENSION 2 GRANTED |
| Wednesday, December 30, 2020 | SOU EXTENSION 2 FILED |
| Wednesday, December 30, 2020 | SOU TEAS EXTENSION RECEIVED |
| Thursday, July 9, 2020 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, July 7, 2020 | SOU EXTENSION 1 GRANTED |
| Tuesday, July 7, 2020 | SOU EXTENSION 1 FILED |
| Tuesday, July 7, 2020 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, April 22, 2020 | ASSIGNED TO EXAMINER |
| Tuesday, January 7, 2020 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 12, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 12, 2019 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 23, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, October 7, 2019 | ASSIGNED TO LIE |
| Wednesday, October 2, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, September 23, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, September 23, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, September 23, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 10, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 10, 2019 | NON-FINAL ACTION E-MAILED |
| Monday, June 10, 2019 | NON-FINAL ACTION WRITTEN |
| Friday, May 24, 2019 | ASSIGNED TO EXAMINER |
| Friday, April 12, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 29, 2019 | NEW APPLICATION ENTERED |