| Serial Number | 78824372 |
| Word Mark | IREBAL INTELLIGENT REBALANCER |
| Filing Date | Monday, February 27, 2006 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, August 10, 2018 |
| Registration Number | 3365724 |
| Registration Date | Tuesday, January 8, 2008 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 23, 2007 |
| Indication of Colors claimed | The color(s) black and orange , the stylized dot for the letter "I" and the cut-out portion of the letter "R" are orange, the rest of the mark is black and is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "INTELLIGENT" AND "REBALANCER" |
| Description of Mark | The mark consists of Stylized font of the letters "iREBAL" with the words "Intelligent Rebalancer" printed underneath. The colors are orange and black as shown. |
| Goods and Services | Computer software for financial management, namely cash management, tax loss harvesting, and rebalancing across accounts, and within 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, August 10, 2018 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, June 15, 2005 |
| First Use In Commerce Date | Wednesday, June 15, 2005 |
| Party Name | TD AMERITRADE IP COMPANY, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Omaha, NE 68154 |
| Party Name | TD AMERITRADE IP COMPANY, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | OMAHA, NE 681271031 |
| Party Name | TD AMERITRADE IP COMPANY, INC. |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | OMAHA, NE 681271031 |
| Party Name | iRebal, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chatham, NJ 07928 |
| Event Date | Event Description |
| Friday, August 10, 2018 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Friday, July 21, 2017 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, July 21, 2017 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, April 24, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Sunday, January 8, 2017 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, October 28, 2013 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, October 28, 2013 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, February 28, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, February 28, 2013 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, February 28, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, February 11, 2013 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, February 11, 2013 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, April 13, 2012 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, April 13, 2012 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, January 8, 2008 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 23, 2007 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 3, 2007 | NOTICE OF PUBLICATION |
| Wednesday, July 25, 2007 | WITHDRAWN FROM PUB - ESU SUPERVISOR REQUEST |
| Friday, July 13, 2007 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, July 12, 2007 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, July 5, 2007 | AMENDMENT FROM APPLICANT ENTERED |
| Thursday, July 5, 2007 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, July 5, 2007 | ASSIGNED TO LIE |
| Wednesday, June 27, 2007 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, June 22, 2007 | PAPER RECEIVED |
| Thursday, April 5, 2007 | WITHDRAWAL OF ATTORNEY GRANTED |
| Thursday, April 5, 2007 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED |
| Friday, December 22, 2006 | NON-FINAL ACTION E-MAILED |
| Friday, December 22, 2006 | NON-FINAL ACTION WRITTEN |
| Thursday, September 21, 2006 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, August 19, 2006 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, August 19, 2006 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, August 17, 2006 | NON-FINAL ACTION E-MAILED |
| Thursday, August 17, 2006 | NON-FINAL ACTION WRITTEN |
| Wednesday, August 16, 2006 | ASSIGNED TO EXAMINER |
| Tuesday, March 21, 2006 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Tuesday, March 21, 2006 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Tuesday, March 7, 2006 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Monday, March 6, 2006 | NEW APPLICATION ENTERED IN TRAM |