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INSTITUTIONAL INTELLIGENT PORTFOLIOS

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REGISTERED

on 17 Aug 2018

Last Applicant/ Owned by

CHARLES SCHWAB & CO. INC.

3000 Schwab WayWestlake, TX 76262

Serial Number

1738520 filed on 22^nd Jul 2015

Registration Number

TMA1003095 registered on 17^th Aug 2018

Registration expiry Date

17^th Aug 2033

Correspondent Address

BORDEN LADNER GERVAIS LLP

Bay Adelaide Centre, East Tower22 Adelaide St. WestTORONTO

ONTARIO

M5H4E3

INSTITUTIONAL INTELLIGENT PORTFOLIOS

Trademark usage description

downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applic Read More

Classification Information

Class [009]
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.

Classification kind code

Class [036]
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.

Classification kind code

Class [042]
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.

Classification kind code

Mark Details

Serial Number

1738520

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 42 on 27^th Dec 2017	Advertised
Submitted for opposition 26 on 7^th Dec 2017	Approved
Submitted for opposition 27 on 18^th Oct 2017	Approval Notice Sent
Submitted for opposition 12 on 13^th Mar 2017	Extension of Time
Submitted for opposition 15 on 8^th Sept 2016	Correspondence Created
Submitted for opposition 22 on 22^nd Jan 2016	Search Recorded
Submitted for opposition 20 on 22^nd Jan 2016	Examiner's First Report
Submitted for opposition 31 on 28^th Jul 2015	Formalized
Submitted for opposition 1 on 23^rd Jul 2015	Created
Submitted for opposition 30 on 22^nd Jul 2015	Filed

INSTITUTIONAL INTELLIGENT PORTFOLIOS

Classification Information

Class [009]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.

Classification kind code

Classification kind code

Classification kind code

Mark Details

Serial Number

Mark Type

Legal History

Class [009]
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.