IREBAL Trademark

Trademark Overview

On Sunday, February 26, 2006, a trademark application was filed for IREBAL with the United States Patent and Trademark Office. The USPTO has given the IREBAL trademark a serial number of 78823639. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, March 30, 2018. This trademark is owned by iRebal, L.L.C.. The IREBAL trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:

Computer software for financial management, namely cash management, tax loss harvesting, and rebalancing across accounts, and within accounts
irebal

General Information

Serial Number78823639
Word MarkIREBAL
Filing DateSunday, February 26, 2006
Status800 - REGISTERED AND RENEWED
Status DateFriday, March 30, 2018
Registration Number3329237
Registration DateTuesday, November 6, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 21, 2007

Trademark Statements

Goods and ServicesComputer software for financial management, namely cash management, tax loss harvesting, and rebalancing across accounts, and within accounts

Classification Information

International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateMonday, July 16, 2007
Primary Code009
First Use Anywhere DateWednesday, June 15, 2005
First Use In Commerce DateWednesday, June 15, 2005

Trademark Owner History

Party NameCHARLES SCHWAB & CO., INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressWESTLAKE, TX 76262
Party NameTD AMERITRADE IP COMPANY, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressOmaha, NE 68154
Party NameTD AMERITRADE IP COMPANY, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressOMAHA, NE 681271031
Party NameTD AMERITRADE IP COMPANY, INC.
Party Type11 - New Owner Before Publication
Legal Entity Type03 - Corporation
AddressOMAHA, NE 681271031
Party NameiRebal, L.L.C.
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChatham, NJ 07928

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
Friday, March 30, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, March 30, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, March 30, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, July 21, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, July 21, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, April 25, 2017TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Thursday, January 19, 2017POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Wednesday, January 18, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, November 8, 2016TEAS SECTION 8 & 9 RECEIVED
Sunday, November 6, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, October 28, 2013APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, October 28, 2013TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, March 1, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, March 1, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, March 1, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, February 11, 2013TEAS SECTION 8 & 15 RECEIVED
Monday, February 11, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, April 13, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, April 13, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, November 6, 2007REGISTERED-PRINCIPAL REGISTER
Tuesday, August 21, 2007PUBLISHED FOR OPPOSITION
Wednesday, August 1, 2007NOTICE OF PUBLICATION
Tuesday, July 17, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, July 17, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, July 16, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, July 16, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, July 12, 2007TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, July 12, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, July 12, 2007ASSIGNED TO EXAMINER
Wednesday, June 27, 2007AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, May 1, 2007NON-FINAL ACTION E-MAILED
Tuesday, May 1, 2007NON-FINAL ACTION WRITTEN
Tuesday, May 1, 2007REMOVED FROM TEAS PLUS
Thursday, April 26, 2007AMENDMENT FROM APPLICANT ENTERED
Thursday, April 26, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 26, 2007ASSIGNED TO LIE
Monday, March 26, 2007PAPER RECEIVED
Monday, November 13, 2006ACTION DENYING REQ FOR RECON E-MAILED
Monday, November 13, 2006ACTION CONTINUING FINAL - COMPLETED
Thursday, November 9, 2006TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, November 7, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, November 7, 2006TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 22, 2006FINAL REFUSAL E-MAILED
Friday, September 22, 2006FINAL REFUSAL WRITTEN
Tuesday, September 19, 2006TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, August 19, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, August 19, 2006TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 16, 2006NON-FINAL ACTION E-MAILED
Wednesday, August 16, 2006NON-FINAL ACTION WRITTEN
Tuesday, August 15, 2006ASSIGNED TO EXAMINER
Friday, March 3, 2006NEW APPLICATION ENTERED

Related Keywords

irebal management accounts rebalancing across within harvesting cash software financial namely