INVESTOR TOOLBOX Trademark

Trademark Overview

On Wednesday, July 12, 2006, a trademark application was filed for INVESTOR TOOLBOX with the United States Patent and Trademark Office. The USPTO has given the INVESTOR TOOLBOX trademark a serial number of 78928154. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, January 7, 2017. This trademark is owned by INVESTools, Inc.. The INVESTOR TOOLBOX trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, providing data and interactive charts for the research, analysis and management of investments and financial portfolios via a global computer network
investor toolbox

General Information

Serial Number78928154
Word MarkINVESTOR TOOLBOX
Filing DateWednesday, July 12, 2006
Status800 - REGISTERED AND RENEWED
Status DateSaturday, January 7, 2017
Registration Number3268098
Registration DateTuesday, July 24, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 8, 2007

Trademark Statements

Goods and ServicesFinancial services, namely, providing data and interactive charts for the research, analysis and management of investments and financial portfolios via a global computer network
Pseudo MarkINVESTOR TOOL BOX
Disclaimer with Predetermined Text"INVESTOR"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 18, 2006
Primary Code036
First Use Anywhere DateSunday, January 31, 1999
First Use In Commerce DateSunday, January 31, 1999

Trademark Owner History

Party NameCHARLES SCHWAB & CO., INC.
Party Type34 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressWESTLAKE, TX 76262
Party NameTD AMERITRADE, INC.
Party Type33 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressOmaha, NE 68154
Party NameINVESTOOLS INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressDRAPER, UT 84020
Party NameTHINKORSWIM GROUP INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressNEW YORK, NY 10111
Party NameINVESTools, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressDraper, UT 84020
Party NameINVESTools, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressDraper, UT 84020
Party NameINVESTools, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressDraper, UT 84020

Trademark Events

Event DateEvent Description
Wednesday, February 28, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, May 30, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, May 30, 2023TEAS CHANGE OF CORRESPONDENCE 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
Wednesday, May 30, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Saturday, January 7, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, January 7, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, January 7, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, January 7, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, October 27, 2016TEAS SECTION 8 & 9 RECEIVED
Sunday, July 24, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, July 31, 2014ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, July 31, 2014TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, August 25, 2012NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, August 25, 2012REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, August 25, 2012CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, August 7, 2012TEAS SECTION 8 & 15 RECEIVED
Wednesday, May 2, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, May 2, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, July 15, 2009ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, September 11, 2008ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, September 11, 2008TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, August 27, 2008AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, June 18, 2008AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, July 24, 2007REGISTERED-PRINCIPAL REGISTER
Wednesday, May 16, 2007ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, May 8, 2007PUBLISHED FOR OPPOSITION
Wednesday, April 18, 2007NOTICE OF PUBLICATION
Wednesday, March 14, 2007ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, March 13, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, March 13, 2007ASSIGNED TO LIE
Wednesday, February 14, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 14, 2007EXAMINER'S AMENDMENT ENTERED
Wednesday, February 14, 2007EXAMINERS AMENDMENT E-MAILED
Wednesday, February 14, 2007EXAMINERS AMENDMENT -WRITTEN
Monday, February 12, 2007NON-FINAL ACTION E-MAILED
Monday, February 12, 2007NON-FINAL ACTION WRITTEN
Tuesday, December 19, 2006TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, December 18, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, December 18, 2006TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, December 11, 2006NON-FINAL ACTION E-MAILED
Monday, December 11, 2006NON-FINAL ACTION WRITTEN
Sunday, December 10, 2006ASSIGNED TO EXAMINER
Wednesday, July 19, 2006NOTICE OF PSEUDO MARK MAILED
Tuesday, July 18, 2006NEW APPLICATION ENTERED

Related Keywords

toolbox investor financial investments management portfolios global network computer analysis research namely