MANAGED ACCOUNT SELECT

What this means for you

Registered since 15 Jul 2003. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 15 Jul 2023).

Record

Serial number

76189232

Registration number

2737780

Mark type

Word mark

Filed

02 Jan 2001

Published for opposition

24 Sept 2002

Registered

15 Jul 2003

Next maintenance due

15 Jul 2023

Attorney of record

Louise Arnott

Goods and services

• Class 036 — Insurance and financial services: Financial services provided to investment advisors, namely, custody of assets, securities trading, research on money managers, investment performances reporting, and asset allocation tools in the nature of online, interactive [ financial calculators and ] questionnaires for use in financial [ planning and ] analysis

Owner

• Charles Schwab & Co., Inc., Westlake, TX, US
• Charles Schwab & Co., Inc., San Francisco, CA, US
• Charles Schwab & Co., Inc., San Francisco, CA, US

Prosecution history

• 11 Jan 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
• 11 Jan 2024 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
• 11 Jan 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
• 10 Jan 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 07 Dec 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 07 Dec 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 07 Dec 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 07 Dec 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 07 Dec 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
• 13 Jul 2023 — TEAS SECTION 8 & 9 RECEIVED
• 30 Jan 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 30 Jan 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
• 30 Jan 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 30 Jan 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 15 Jul 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED