| Serial Number | 86546167 |
| Word Mark | INSTITUTIONAL INTELLIGENT PORTFOLIOS |
| Filing Date | Wednesday, February 25, 2015 |
| Status | 705 - PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, November 3, 2022 |
| Registration Number | 4965890 |
| Registration Date | Tuesday, May 24, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 28, 2015 |
| Goods and Services | [ downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving data from personal investment accounts ] |
| Goods and Services | Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments |
| Disclaimer with Predetermined Text | "INSTITUTIONAL" AND "PORTFOLIOS" |
| Goods and Services | providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts |
| 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 | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Thursday, November 3, 2022 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, July 1, 2015 |
| First Use In Commerce Date | Wednesday, July 1, 2015 |
| 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 | Wednesday, March 11, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, June 23, 2015 |
| First Use In Commerce Date | Tuesday, June 23, 2015 |
| 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 | Wednesday, March 11, 2015 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, June 23, 2015 |
| First Use In Commerce Date | Tuesday, June 23, 2015 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, TX 76262 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Event Date | Event Description |
| Thursday, December 7, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 7, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, December 7, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, December 7, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, December 7, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, January 30, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, January 30, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, January 30, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, January 30, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, November 3, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, November 3, 2022 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, November 3, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, May 3, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, May 24, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, January 24, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, January 24, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, May 24, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Friday, April 22, 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Thursday, April 21, 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, April 18, 2016 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, March 10, 2016 | USE AMENDMENT FILED |
| Thursday, April 14, 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, March 10, 2016 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, September 22, 2015 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, July 28, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 28, 2015 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 8, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, June 25, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, June 19, 2015 | ASSIGNED TO LIE |
| Tuesday, June 2, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 2, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, June 2, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, June 2, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, June 2, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, June 2, 2015 | ASSIGNED TO EXAMINER |
| Wednesday, March 11, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, February 28, 2015 | NEW APPLICATION ENTERED |