RETIREMENT PLAN RUNDOWN Trademark

Trademark Overview


On Monday, May 8, 2017, a trademark application was filed for RETIREMENT PLAN RUNDOWN with the United States Patent and Trademark Office. The USPTO has given the RETIREMENT PLAN RUNDOWN trademark a serial number of 87440668. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 25, 2024. This trademark is owned by TD Ameritrade IP Company, Inc.. The RETIREMENT PLAN RUNDOWN trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Education & Entertainment Services categories with the following description:

On-line electronic newsletters delivered by email in the fields of retirement plan management, retirement planning information, financial and investment information, and advocacy and regulatory compliance in the field of retirement plan administration

Downloadable electronic newsletters in the fields of retirement plan management, retirement planning information, financial and investment information, and advocacy and regulatory compliance in the field of retirement plan administration
retirement plan rundown

General Information


Serial Number87440668
Word MarkRETIREMENT PLAN RUNDOWN
Filing DateMonday, May 8, 2017
Status710 - CANCELLED - SECTION 8
Status DateFriday, October 25, 2024
Registration Number5445260
Registration DateTuesday, April 10, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesOn-line electronic newsletters delivered by email in the fields of retirement plan management, retirement planning information, financial and investment information, and advocacy and regulatory compliance in the field of retirement plan administration
Goods and ServicesDownloadable electronic newsletters in the fields of retirement plan management, retirement planning information, financial and investment information, and advocacy and regulatory compliance in the field of retirement plan administration

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 Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, October 25, 2024
Primary Code009
First Use Anywhere DateWednesday, October 4, 2017
First Use In Commerce DateWednesday, October 4, 2017

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, October 25, 2024
Primary Code041
First Use Anywhere DateWednesday, October 4, 2017
First Use In Commerce DateWednesday, October 4, 2017

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 Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressOmaha, NE 68154

Trademark Events


Event DateEvent Description
Monday, August 7, 2017NON-FINAL ACTION WRITTEN
Thursday, May 11, 2017NEW APPLICATION ENTERED
Friday, May 12, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, August 4, 2017ASSIGNED TO EXAMINER
Monday, August 7, 2017NON-FINAL ACTION E-MAILED
Monday, August 7, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, January 31, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, January 31, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, January 31, 2018TEAS AMENDMENT OF USE RECEIVED
Wednesday, January 31, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, January 31, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 1, 2018USE AMENDMENT FILED
Thursday, February 1, 2018AMENDMENT TO USE PROCESSING COMPLETE
Thursday, February 1, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 21, 2018USE AMENDMENT ACCEPTED
Thursday, February 22, 2018NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Thursday, February 22, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Friday, March 2, 2018ASSIGNED TO LIE
Tuesday, March 6, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, April 10, 2018REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, August 5, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, August 5, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, August 5, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, August 5, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, August 5, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, April 10, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, May 30, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, May 30, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, May 30, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, May 30, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, May 30, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, May 30, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, February 28, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, October 25, 2024CANCELLED SEC. 8 (6-YR)