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RULES OF MODERN INVESTING
Live/Registered
REGISTERED

on 03 Jul 2018

Last Applicant/ Owned by

3000 Schwab Way

Westlake

TX

76262

Serial Number

87609940 filed on 15th Sep 2017

Registration Number

5509951 registered on 03rd Jul 2018

in the Principal Register

Correspondent Address

Louise Arnott

Louise Arnott

444 W. Lake Street, Suite 3200

Chicago,IL 60606

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

RULES OF MODERN INVESTING

Banking services; providing financial and investment advice, analysis, management and consultation services; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of the forgoing; financial and investment services, namely, cash management ac Read More

Classification Information


Class [036]
Insurance & Financial Services


Banking services; providing financial and investment advice, analysis, management and consultation services; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of the forgoing; financial and investment services, namely, cash management account services; financial and investment services, namely, management of mutual funds, money market funds, exchange traded funds, index funds and managed accounts; wealth management services; investment management; financial planning and investment advisory services; retirement fund investment; providing a website containing financial and investment information for use by investors


First Use Date in General

21st Sep 2017

First Use Date in Commerce

21st Sep 2017

Mark Details


Serial Number

No 87609940

Mark Type

No Service Mark

Attorney Docket Number

No 888677-0145

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
07th Dec 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
07th Dec 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07th Dec 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07th Dec 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07th Dec 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
03rd Jul 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
30th Jan 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
30th Jan 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
30th Jan 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
30th Jan 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED