USPTO serial 78928154
INVESTOR TOOLBOX
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 24, 2007
- Examiner
- JOHNSON, AISHA CLARKE
- Law office
- GENERIC WEB UPDATE
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Omaha, NE, US
Draper, UT, US
Draper, UT, US
WESTLAKE, TX, US
NEW YORK, NY, US
DRAPER, UT, US
Draper, UT, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Louise Arnott
Louise Arnott Michael Best & Friedrich LLP444 W. Lake Street, Suite 3200Chicago, IL 60606UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, providing data and interactive charts for the research, analysis and management of investments and financial portfolios via a global computer network | ACTIVE | Jan 31, 1999 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by TD AMERITRADE, INC.
- Other trademarks owned by INVESTools, Inc.
- Other trademarks owned by INVESTools, Inc.
- Other trademarks owned by CHARLES SCHWAB & CO., INC.
- Other trademarks owned by THINKORSWIM GROUP INC.
- Other trademarks owned by INVESTOOLS INC.
- Other trademarks owned by INVESTools, Inc.
- Other trademarks in Class 036
- Similar marks named INVESTOR TOOLBOX
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 24, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Feb 28, 2024 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| May 30, 2023 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| May 30, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 30, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| May 30, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 30, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 30, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 30, 2018 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 7, 2017 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jan 7, 2017 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Jan 7, 2017 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Jan 7, 2017 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 27, 2016 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 24, 2016 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 31, 2014 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jul 31, 2014 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 25, 2012 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Aug 25, 2012 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Aug 25, 2012 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 7, 2012 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 2, 2012 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| May 2, 2012 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 15, 2009 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 11, 2008 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Sep 11, 2008 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 27, 2008 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jun 18, 2008 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jul 24, 2007 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| May 16, 2007 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| May 8, 2007 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Apr 18, 2007 | NPUB | NOTICE OF PUBLICATION | — |
| Mar 14, 2007 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 13, 2007 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Mar 13, 2007 | ALIE | ASSIGNED TO LIE | — |
| Feb 14, 2007 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 14, 2007 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 14, 2007 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 14, 2007 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 12, 2007 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Feb 12, 2007 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 19, 2006 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 18, 2006 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 18, 2006 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 11, 2006 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 11, 2006 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 10, 2006 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 19, 2006 | MPMK | NOTICE OF PSEUDO MARK MAILED | — |
| Jul 18, 2006 | NWAP | NEW APPLICATION ENTERED | — |