YOUR PERSONAL INVESTING ALGORITHM Trademark

Trademark Overview


On Thursday, November 6, 2014, a trademark application was filed for YOUR PERSONAL INVESTING ALGORITHM with the United States Patent and Trademark Office. The USPTO has given the YOUR PERSONAL INVESTING ALGORITHM trademark a serial number of 86447355. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, June 24, 2022. This trademark is owned by Charles Schwab & Co., Inc.. The YOUR PERSONAL INVESTING ALGORITHM trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing

Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments

Providing temporary use of on-line, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of on-line, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; providing temporary use of on-line, non-downloadable interactive software for establishing managed personal investment accounts
your personal investing algorithm

General Information


Serial Number86447355
Word MarkYOUR PERSONAL INVESTING ALGORITHM
Filing DateThursday, November 6, 2014
Status710 - CANCELLED - SECTION 8
Status DateFriday, June 24, 2022
Registration Number4868564
Registration DateTuesday, December 8, 2015
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesDownloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing
Goods and ServicesProviding automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments
Goods and ServicesProviding temporary use of on-line, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of on-line, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; providing temporary use of on-line, non-downloadable interactive software for establishing managed personal investment accounts

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, June 24, 2022
Primary Code009
First Use Anywhere DateMonday, October 27, 2014
First Use In Commerce DateMonday, March 9, 2015

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, June 24, 2022
Primary Code036
First Use Anywhere DateMonday, October 27, 2014
First Use In Commerce DateMonday, March 9, 2015

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 Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, June 24, 2022
Primary Code042
First Use Anywhere DateMonday, October 27, 2014
First Use In Commerce DateMonday, March 9, 2015

Trademark Owner History


Party NameCharles Schwab & Co., Inc.
Party Type30 - Original Registrant
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
Friday, June 24, 2022CANCELLED SEC. 8 (6-YR)
Tuesday, December 8, 2020COURTESY REMINDER - SEC. 8 (6-YR) 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
Tuesday, December 8, 2015REGISTERED-SUPPLEMENTAL REGISTER
Friday, October 30, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, October 29, 2015NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Wednesday, October 28, 2015APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, October 28, 2015USE AMENDMENT ACCEPTED
Wednesday, October 21, 2015AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, October 21, 2015USE AMENDMENT FILED
Tuesday, October 20, 2015TEAS AMENDMENT OF USE RECEIVED
Thursday, October 15, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, October 15, 2015NON-FINAL ACTION E-MAILED
Thursday, October 15, 2015NON-FINAL ACTION WRITTEN
Thursday, September 24, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, September 24, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 17, 2015ASSIGNED TO LIE
Monday, August 31, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, March 4, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, March 4, 2015NON-FINAL ACTION E-MAILED
Wednesday, March 4, 2015NON-FINAL ACTION WRITTEN
Monday, February 23, 2015ASSIGNED TO EXAMINER
Monday, November 17, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, November 10, 2014NEW APPLICATION ENTERED IN TRAM