IPS INVESTMENT POLICY STATEMENT TOOLKIT Trademark
Trademark Overview
On Tuesday, November 3, 1998, a trademark application was filed for IPS INVESTMENT POLICY STATEMENT TOOLKIT with the United States Patent and Trademark Office. The USPTO has given the IPS INVESTMENT POLICY STATEMENT TOOLKIT trademark a serial number of 75581945. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Saturday, February 23, 2008. This trademark is owned by Charles Schwab & Co., Inc.. The IPS INVESTMENT POLICY STATEMENT TOOLKIT trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:
COMPUTER SOFTWARE FOR USE BY RETIREMENT PLAN SPONSORS AND ADMINISTRATORS TO CUSTOMIZE AND DOCUMENT THE CREATION AND MAINTENANCE OF INVESTMENT POLICY STATEMENTS FOR USE IN RETIREMENT PLANS, IN THE FIELD OF FINANCIAL SERVICES AND RETIREMENT PLAN ADMINISTRATION
General Information
| Serial Number | 75581945 |
| Word Mark | IPS INVESTMENT POLICY STATEMENT TOOLKIT |
| Filing Date | Tuesday, November 3, 1998 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Saturday, February 23, 2008 |
| Registration Number | 2451527 |
| Registration Date | Tuesday, May 15, 2001 |
| Mark Drawing | 5S19 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, June 20, 2000 |
Trademark Statements
| Disclaimer with Predetermined Text | "INVESTMENT POLICY STATEMENT TOOLKIT" |
| Goods and Services | COMPUTER SOFTWARE FOR USE BY RETIREMENT PLAN SPONSORS AND ADMINISTRATORS TO CUSTOMIZE AND DOCUMENT THE CREATION AND MAINTENANCE OF INVESTMENT POLICY STATEMENTS FOR USE IN RETIREMENT PLANS, IN THE FIELD OF FINANCIAL SERVICES AND RETIREMENT PLAN ADMINISTRATION |
Classification Information
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Saturday, February 23, 2008 |
| Primary Code | 009 |
| First Use Anywhere Date | Sunday, February 28, 1999 |
| First Use In Commerce Date | Sunday, February 28, 1999 |
Trademark Owner History
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94104 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94104 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94104 |
Trademark Events
| Event Date | Event Description |
| Saturday, February 23, 2008 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, November 1, 2006 | CASE FILE IN TICRS |
| Tuesday, May 15, 2001 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 6, 2001 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, January 11, 2001 | ASSIGNED TO EXAMINER |
| Saturday, January 6, 2001 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, October 23, 2000 | USE AMENDMENT FILED |
| Tuesday, September 12, 2000 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 20, 2000 | PUBLISHED FOR OPPOSITION |
| Friday, May 19, 2000 | NOTICE OF PUBLICATION |
| Monday, April 17, 2000 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 12, 2000 | ASSIGNED TO EXAMINER |
| Tuesday, January 25, 2000 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 28, 2000 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 26, 1999 | NON-FINAL ACTION MAILED |
| Friday, July 9, 1999 | ASSIGNED TO EXAMINER |
| Wednesday, June 9, 1999 | ASSIGNED TO EXAMINER |
| Friday, May 28, 1999 | ASSIGNED TO EXAMINER |
