EQUITY360 ADMIN

TD Ameritrade IP Company, Inc.

Application Filed: 2019-03-26
Trademark Application Details
Trademark Logo EQUITY360 ADMIN

Mark For: EQUITY360 ADMIN™ trademark registration is intended to cover the categories of downloadable software for individuals to manage stock options, retirement plans, and investment portfolios; downloadable software for financial service providers to manage stock options, retirement plans, and investment portfolios; downloadable software to view financial information, investment strategy, and investment allocation; downloadable software in the nature of a mobile application for individuals to manage stock options, retirement plans, and investment portfolios; downloadable software in the nature of a mobile application for financial service providers to manage stock options, retirement plans, and investment portfolios; downloadable software in the nature of a mobile application to view financial information, investment strategy, and investment allocation. [all]

Status

2020-07-05 UTC
LIVE APPLICATION Published for Opposition
A pending trademark application has been examined by the Office and has been published in a way that provides an opportunity for the public to oppose its registration.


Research OneLook Acronym Finder
Serial Number88357689
Mark Literal ElementsEQUITY360 ADMIN
Mark Drawing Type4 - STANDARD CHARACTER MARK
Mark TypeTRADEMARK. SERVICE MARK
RegisterPRINCIPAL
Current LocationINTENT TO USE SECTION 2020-01-07
Basis1(b)
Class StatusACTIVE
Primary US Classes
  • 021: Electrical Apparatus, Machines and Supplies
  • 023: Cutlery, Machinery, Tools and Parts Thereof
  • 026: Measuring and Scientific Appliances
  • 036: Musical Instruments and Supplies
  • 038: Prints and Publications
Primary International Class
  • 009 - Primary Class
  • (Electrical and scientific apparatus) Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signaling, checking (supervision), lifesaving and teaching apparatus and instruments; 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.
Filed UseNo
Current UseNo
Intent To UseYes
Filed ITUYes
44D FiledNo
44E CurrentNo
66A CurrentNo
Current BasisNo
No BasisNo
Attorney NameAnn K. Ford
Attorney Docket Number384066-8
Law Office AssignedO10
Employee NameMYERS, TRACY ANN

Timeline

2019-03-26Application Filed
2019-10-08Location: PUBLICATION AND ISSUE SECTION
2019-11-12Published
2019-11-12Published for Opposition
2019-11-12Status: Live/Pending
2019-11-29Transaction Date
2020-01-07Location: INTENT TO USE SECTION
2020-01-07Status: Notice of Allowance (NOA) sent (issued) to the applicant. Applicant must file a Statement of Use or Extension Request within six

Trademark Parties (Applicants & Owners)

Party: TD Ameritrade IP Company, Inc.
Address200 South 108th Avenue Omaha, NEBRASKA UNITED STATES 68154
Legal Entity TypeCorporation
Legal Entity StateDELAWARE

Documents

DrawingJPEG2019-03-26
TEAS RF New ApplicationMULTI2019-03-26
XSearch Search SummaryXML2019-05-24
XSearch Search SummaryXML2019-06-03
Offc Action OutgoingMULTI2019-06-07
Response to Office ActionAPPLICATION/XML2019-09-23
Amendment and Mail Process CompleteAPPLICATION/XML,IMAGE/JPEG2019-09-24
TRAM Snapshot of App at Pub for OppostnMULTI2019-10-03
Notice of PublicationAPPLICATION/XML2019-10-23
Notification Of Notice of PublicationAPPLICATION/XML2019-10-23
OG Publication ConfirmationAPPLICATION/XML2019-11-12
Notice of AllowanceAPPLICATION/XML2020-01-07

Attorney of Record

Ann K. Ford
DLA PIPER LLP (US)
500 8TH STREET NW
WASHINGTON DC 20004

Good, Services, and Codes


IC 009. US 021 023 026 036 038. G & S: Downloadable software for individuals to manage stock options, retirement plans, and investment portfolios; downloadable software for financial service providers to manage stock options, retirement plans, and investment portfolios; downloadable software to view financial information, investment strategy, and investment allocation; downloadable software in the nature of a mobile application for individuals to manage stock options, retirement plans, and investment portfolios; downloadable software in the nature of a mobile application for financial service providers to manage stock options, retirement plans, and investment portfolios; downloadable software in the nature of a mobile application to view financial information, investment strategy, and investment allocation
IC 035. US 100 101 102. G & S: Business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing business information to financial service providers via the Internet
IC 036. US 100 101 102. G & S: Financial and business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing technical support services, namely, technical advice for the financial and business administration and management of stock option plans, employer stock purchase plans, and directed share programs for others; financial services, namely, providing stock plan services and equity stock plan services in the nature of stock option plans, retirement plans, and employee stock purchase plans; investment management services; financial investment services in the fields of stocks, securities, mutual funds, commodities, and corporate, municipal, and treasury bonds; providing an online computer database in the fields of finance, investing, financial portfolio management, financial planning, financial decision making, investment research, monitoring performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, and financial alternative plans; securities brokerage services provided to holders of stock options; mutual fund investment services; providing financial information by electronic means; providing personalized investment information and investment account management, all by means of the internet; providing information about investment accounts and information about mutual fund performance; retirement fund investment services; financial administration of retirement plans and employee benefit plans concerning retirement, finance, and insurance
IC 041. US 100 101 107. G & S: Educational services, namely, providing conferences, non-downloadable webinars, webcasts, and seminars in the fields of investment, finance, financial planning, stock plans, equity compensation, retirement planning, asset allocation, investment strategy, and investment portfolio management; providing on-line non-downloadable publications in the nature of magazines, newsletters, and reports in the fields of stock options, equity compensation, investing and investment products, namely, financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, and stock options
IC 042. US 100 101. G & S: Providing on-line non-downloadable software for use in managing and viewing financial information relating to stock options, retirement plans, investment portfolios, investment strategy and investment allocation, equity compensation, and financial alternative plans; providing temporary use of online, non-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing online, non-downloadable interactive software for creating managed personal investment accounts; providing online non-downloadable interactive financial planning software; providing on-line non-downloadable software for use in managing investment and trading, namely, electronic trading software, investment portfolio management software, and financial analytical software

International Codes:9
U.S. Codes:021,023,026,036,038
International Codes:35
U.S. Codes:100,101,102
International Codes:36
U.S. Codes:100,101,102
International Codes:41
U.S. Codes:100,101,107
International Codes:42
U.S. Codes:100,101
Type CodeType
D10000"ADMIN"

Trademark Filing History

DescriptionDateProceeding Number
ASSIGNED TO EXAMINER2020-04-2288572
NOA E-MAILED - SOU REQUIRED FROM APPLICANT2020-01-07
PUBLISHED FOR OPPOSITION2019-11-12
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED2019-11-12
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED2019-10-23
ASSIGNED TO LIE2019-10-0770138
APPROVED FOR PUB - PRINCIPAL REGISTER2019-10-02
TEAS/EMAIL CORRESPONDENCE ENTERED2019-09-2388889
TEAS RESPONSE TO OFFICE ACTION RECEIVED2019-09-23
CORRESPONDENCE RECEIVED IN LAW OFFICE2019-09-2388889
NOTIFICATION OF NON-FINAL ACTION E-MAILED2019-06-076325
NON-FINAL ACTION WRITTEN2019-06-0794483
NON-FINAL ACTION E-MAILED2019-06-076325
ASSIGNED TO EXAMINER2019-05-2494483
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM2019-04-12
NEW APPLICATION ENTERED IN TRAM2019-03-29

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