INSTITUTIONAL INTELLIGENT PORTFOLIOS Trademark Information

Charles Schwab & Co., Inc.

downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving data from personal investment accounts

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...

providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts

This is a brand page for the INSTITUTIONAL INTELLIGENT PORTFOLIOS trademark by Charles Schwab & Co., Inc.  in San Francisco, CA, 94105.

Write a review about a product or service associated with this INSTITUTIONAL INTELLIGENT PORTFOLIOS trademark. Or, contact the owner Charles Schwab & Co., Inc. of the INSTITUTIONAL INTELLIGENT PORTFOLIOS trademark by filing a request to communicate with the Legal Correspondent for licensing, use, and/or questions related to the INSTITUTIONAL INTELLIGENT PORTFOLIOS trademark.

On Wednesday, February 25, 2015, a U.S. federal trademark registration was filed for INSTITUTIONAL INTELLIGENT PORTFOLIOS. The USPTO has given the INSTITUTIONAL INTELLIGENT PORTFOLIOS trademark serial number of 86546167. The current federal status of this trademark filing is REGISTERED. The correspondent listed for INSTITUTIONAL INTELLIGENT PORTFOLIOS is Andrea L. Anderson of Holland & Hart LLP, Attn: Trademark Docketing, P.O. Box 8749 Denver CO 80201 . The INSTITUTIONAL INTELLIGENT PORTFOLIOS trademark is filed in the category of Computer & Software Products & Electrical & Scientific Products , Insurance & Financial Services , Computer & Software Services & Scientific Services . The description provided to the USPTO for INSTITUTIONAL INTELLIGENT PORTFOLIOS is downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving data from personal investment accounts.

Word mark: INSTITUTIONAL INTELLIGENT PORTFOLIOS
Status/Status Date:
REGISTERED
5/24/2016
Serial Number: 86546167
Filing Date: 2/25/2015
Registration Number: 4965890
Registration Date: 5/24/2016
Goods and Services: downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving data from personal investment accounts
Mark Description: NOT AVAILABLE
Type Of Mark: Service Mark
Published For Opposition Date: 7/28/2015
Last Applicant/Owner: Charles Schwab & Co., Inc.
San Francisco, CA 94105
Mark Drawing Code: Standard Character Mark
Design Search: (NO DATA)
Register Type: Principal
Disclaimer: ("INSTITUTIONAL" AND "PORTFOLIOS")
Correspondent:
Holland & Hart LLP
Attn: Trademark Docketing
P.O. Box 8749
Denver CO 80201

Trademark Events

Event Date: Event Description
2019-01-24 ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2019-01-24 TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2016-05-24 REGISTERED-PRINCIPAL REGISTER
2016-04-22 NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2016-04-21 ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2016-04-18 STATEMENT OF USE PROCESSING COMPLETE
2016-03-10 USE AMENDMENT FILED
2016-04-14 CASE ASSIGNED TO INTENT TO USE PARALEGAL
2016-03-10 TEAS STATEMENT OF USE RECEIVED
2015-09-22 NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2015-07-28 OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2015-07-28 PUBLISHED FOR OPPOSITION
2015-07-08 NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2015-06-25 LAW OFFICE PUBLICATION REVIEW COMPLETED
2015-06-19 ASSIGNED TO LIE
2015-06-02 APPROVED FOR PUB - PRINCIPAL REGISTER
2015-06-02 EXAMINER'S AMENDMENT ENTERED
2015-06-02 NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2015-06-02 EXAMINERS AMENDMENT E-MAILED
2015-06-02 EXAMINERS AMENDMENT -WRITTEN
2015-06-02 ASSIGNED TO EXAMINER
2015-03-11 NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2015-02-28 NEW APPLICATION ENTERED IN TRAM

Classification Information

Use in Commerce Trademark - Applicant has provided proof of use of this mark in commerce to USPTO.

Primary Class: Class Details:
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.
First Use Anywhere: : 7/1/2015
First Use In Commerce: 7/1/2015
Class (036)
Insurance; financial affairs; monetary affairs; real estate affairs.
First Use Anywhere: : 6/23/2015
First Use In Commerce: 6/23/2015
Class (042)
Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
First Use Anywhere: : 6/23/2015
First Use In Commerce: 6/23/2015

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Current Trademark Status:
5/24/2016
REGISTERED
Correspondent Search:

Andrea L. Anderson is a correspondent of INSTITUTIONAL INTELLIGENT PORTFOLIOS trademark.

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