TAX LOT OPTIMIZER Trademark

Trademark Overview

On Tuesday, September 14, 2010, a trademark application was filed for TAX LOT OPTIMIZER with the United States Patent and Trademark Office. The USPTO has given the TAX LOT OPTIMIZER trademark a serial number of 85129018. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Tuesday, October 2, 2012. This trademark is owned by Charles Schwab & Co., Inc.. The TAX LOT OPTIMIZER trademark is filed in the Insurance & Financial Services category with the following description:

Financial services provided to investors, namely, selecting tax lots for investors in a tax advantageous manner, based on investor preferences, when the investor disposes of securities
tax lot optimizer

General Information

Serial Number85129018
Word MarkTAX LOT OPTIMIZER
Filing DateTuesday, September 14, 2010
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateTuesday, October 2, 2012
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial services provided to investors, namely, selecting tax lots for investors in a tax advantageous manner, based on investor preferences, when the investor disposes of securities

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, September 17, 2010
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

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

Trademark Events

Event DateEvent Description
Tuesday, October 2, 2012ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Tuesday, October 2, 2012PREVIOUS ALLOWANCE COUNT WITHDRAWN
Friday, September 21, 2012WITHDRAWN FROM PUB - OG REVIEW QUERY
Thursday, September 13, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, September 8, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, February 10, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, February 10, 2012NON-FINAL ACTION E-MAILED
Friday, February 10, 2012NON-FINAL ACTION WRITTEN
Thursday, January 5, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 5, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 22, 2011ASSIGNED TO LIE
Tuesday, December 20, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 20, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, July 11, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, July 11, 2011NON-FINAL ACTION E-MAILED
Monday, July 11, 2011NON-FINAL ACTION WRITTEN
Saturday, June 18, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, June 17, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, June 17, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, December 31, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, December 31, 2010NON-FINAL ACTION E-MAILED
Friday, December 31, 2010NON-FINAL ACTION WRITTEN
Tuesday, December 21, 2010ASSIGNED TO EXAMINER
Friday, September 17, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, September 17, 2010NEW APPLICATION ENTERED IN TRAM

Related Keywords

optimizer investor investors securities based preferences when manner disposes advantageous provided