USPTO serial 88519844
WHERE SMART INVESTORS GET SMARTER
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 24, 2020
- Examiner
- FRUM MILONE, MARCIE R
- Law office
- PUBLICATION AND ISSUE SECTION
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
TD Ameritrade IP Company, Inc.
Omaha, NE
TD Ameritrade IP Company, Inc.
Omaha, NE
TD Ameritrade IP Company, Inc.
Omaha, NE
WESTLAKE, TX
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software related to financial information, investment, and trading, namely, electronic trading software, portfolio management software, financial analytical software, financial contact management software, and financial risk modeling software; downloadable software for providing electronic connectivity to financial exchanges and markets | ACTIVE | Sep 30, 2019 |
| 016 | Printed publications, namely, magazines, newsletters, guides, manuals, pamphlets, and brochures, all in the fields of finance, investment, and trading | ACTIVE | Sep 30, 2019 |
| 035 | Economic research and economic research services provided via a global computer network; economic forecasting and analysis | ACTIVE | Sep 30, 2019 |
| 036 | Financial services, namely, providing securities and investment information, analysis, news and commentary; securities and futures trading for others; providing an on-line searchable computer database containing financial information about financial planning, investment, portfolio management, trading, analytics, order management, risk modeling, securities, futures and forex; securities brokerage services; on-line discount securities brokerage services | ACTIVE | Sep 30, 2019 |
| 038 | Providing access to computer databases containing financial information | ACTIVE | Sep 30, 2019 |
| 041 | Educational services, namely, providing conferences, webinars, webcasts, and seminars in the fields of investment and finances; providing on-line publications in the nature of magazines, newsletters and reports in the fields of investing and investment products, namely, securities and futures; providing a website featuring non-downloadable instructional videos in the field of finance, investing, investment products, namely, securities, futures, options, and foreign exchange markets, and strategies and techniques for the trading of securities and financial instruments | ACTIVE | Sep 30, 2019 |
| 042 | Providing on-line non-downloadable software for use in connection with financial planning; providing on-line non-downloadable software related to investment, namely, electronic trading software, investment portfolio management software, financial analytical software, electronic trading order management software, and financial risk modeling software | ACTIVE | Sep 30, 2019 |
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 IP Company, Inc.
- Other trademarks owned by TD Ameritrade IP Company, Inc.
- Other trademarks owned by TD Ameritrade IP Company, Inc.
- Other trademarks owned by CHARLES SCHWAB & CO., INC.
- Other trademarks in Class 009
- Other trademarks in Class 016
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 038
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named WHERE SMART INVESTORS GET SMARTER
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 24, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) 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 | — |
| Nov 24, 2020 | 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. |
| Oct 22, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 21, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 15, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 15, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 28, 2020 | IUAF | USE AMENDMENT FILED | — |
| Aug 28, 2020 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Mar 24, 2020 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Jan 28, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 28, 2020 | 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. |
| Jan 8, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 23, 2019 | ALIE | ASSIGNED TO LIE | — |
| Dec 20, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 20, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 19, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 19, 2019 | 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. |
| Sep 28, 2019 | GNRN | NOTIFICATION OF 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. |
| Sep 28, 2019 | 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. |
| Sep 28, 2019 | 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. |
| Sep 26, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 24, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 20, 2019 | NWAP | NEW APPLICATION ENTERED | — |