MANAGED ACCOUNT MARKETPLACE Trademark

Trademark Overview

On Tuesday, January 2, 2001, a trademark application was filed for MANAGED ACCOUNT MARKETPLACE with the United States Patent and Trademark Office. The USPTO has given the MANAGED ACCOUNT MARKETPLACE trademark a serial number of 76189234. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, December 18, 2023. This trademark is owned by Charles Schwab & Co., Inc.. The MANAGED ACCOUNT MARKETPLACE trademark is filed in the Insurance & Financial Services category with the following description:

Financial services provided to investment advisors, namely, custody of assets, securities trading, research on money managers, [ investment performance reporting, ] and asset allocation tools in the nature of online, interactive financial calculators and questionnaires for use in financial [ planning and ] analysis
managed account marketplace

General Information

Serial Number76189234
Word MarkMANAGED ACCOUNT MARKETPLACE
Filing DateTuesday, January 2, 2001
Status800 - REGISTERED AND RENEWED
Status DateMonday, December 18, 2023
Registration Number2737781
Registration DateTuesday, July 15, 2003
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, June 25, 2002

Trademark Statements

Pseudo MarkMANAGED ACCOUNT MARKET PLACE
Goods and ServicesFinancial services provided to investment advisors, namely, custody of assets, securities trading, research on money managers, [ investment performance reporting, ] and asset allocation tools in the nature of online, interactive financial calculators and questionnaires for use in financial [ planning and ] analysis
Disclaimer with Predetermined Text"MANAGED ACCOUNT"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 19, 2001
Primary Code036
First Use Anywhere DateThursday, May 31, 2001
First Use In Commerce DateThursday, May 31, 2001

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 94104
Party NameCharles Schwab & Co., Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94104

Trademark Events

Event DateEvent Description
Monday, December 18, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, December 18, 2023REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Monday, December 18, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, December 14, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
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, June 20, 2023TEAS SECTION 8 & 9 RECEIVED
Monday, January 30, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, January 30, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, January 30, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, January 30, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, July 15, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, April 6, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, April 6, 2013REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, April 6, 2013REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, April 6, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, March 21, 2013TEAS SECTION 8 & 9 RECEIVED
Thursday, March 21, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, October 25, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 25, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, September 24, 2009APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, September 24, 2009TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, July 31, 2009REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, July 21, 2009ASSIGNED TO PARALEGAL
Tuesday, July 14, 2009TEAS SECTION 8 & 15 RECEIVED
Friday, February 29, 2008CASE FILE IN TICRS
Tuesday, July 15, 2003REGISTERED-PRINCIPAL REGISTER
Friday, May 9, 2003ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, May 2, 2003STATEMENT OF USE PROCESSING COMPLETE
Tuesday, February 11, 2003USE AMENDMENT FILED
Tuesday, February 11, 2003PAPER RECEIVED
Tuesday, September 17, 2002NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, June 25, 2002PUBLISHED FOR OPPOSITION
Wednesday, June 5, 2002NOTICE OF PUBLICATION
Friday, March 8, 2002APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, December 3, 2001CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, June 7, 2001NON-FINAL ACTION MAILED
Tuesday, April 24, 2001ASSIGNED TO EXAMINER
Saturday, April 21, 2001ASSIGNED TO EXAMINER

Related Keywords

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