IREBAL Trademark

Trademark Overview


On Wednesday, July 27, 2022, 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 97522813. The federal status of this trademark filing is REGISTERED as of Tuesday, April 4, 2023. This trademark is owned by Charles Schwab & Co., Inc.. The IREBAL trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing online non-downloadable software for financial management, namely, cash management, tax loss harvesting, and rebalancing across accounts, and within accounts; software as a service (SAAS) featuring software for financial management, namely, cash management, tax loss harvesting, and rebalancing across accounts, and within accounts
irebal

General Information


Serial Number97522813
Word MarkIREBAL
Filing DateWednesday, July 27, 2022
Status700 - REGISTERED
Status DateTuesday, April 4, 2023
Registration Number7018998
Registration DateTuesday, April 4, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 17, 2023

Trademark Statements


Goods and ServicesProviding online non-downloadable software for financial management, namely, cash management, tax loss harvesting, and rebalancing across accounts, and within accounts; software as a service (SAAS) featuring software for financial management, namely, cash management, tax loss harvesting, and rebalancing across accounts, and within accounts

Classification Information


International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, August 18, 2022
Primary Code042
First Use Anywhere DateSaturday, May 31, 2014
First Use In Commerce DateSaturday, May 31, 2014

Trademark Owner History


Party NameCharles Schwab & Co., Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWestlake, TX 76262

Party NameCharles Schwab & Co., Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94105

Party NameCharles Schwab & Co., Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94105

Trademark Events


Event DateEvent Description
Thursday, December 7, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, December 7, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, December 7, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, December 7, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, December 7, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, April 4, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, April 4, 2023REGISTERED-PRINCIPAL REGISTER
Friday, January 27, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, January 27, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, January 27, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, January 27, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, January 17, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 17, 2023PUBLISHED FOR OPPOSITION
Wednesday, December 28, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, December 9, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, December 8, 2022ASSIGNED TO EXAMINER
Thursday, August 18, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, July 30, 2022NEW APPLICATION ENTERED