CHARLESSCHWAB
Live / Registered — Registered and renewed (as of 01 Dec 2023)
What this means for you
Registered since 10 Jun 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 10 Jun 2023).
Record
- Serial number
- 76304690
- Registration number
- 2725494
- Mark type
- Word mark
- Filed
- 24 Aug 2001
- Published for opposition
- 23 Apr 2002
- Registered
- 10 Jun 2003
- Next maintenance due
- 10 Jun 2023
- Attorney of record
- Louise Arnott
Goods and services
- Class 036 — Insurance and financial services: Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Securities brokerage account services that feature an interest bearing feature for cash between investments, electronic cash transactions, and margin loan services; [Banking services; Credit card and] debit card services; Check processing and bill payment services; Annuity investment services; [ Financial investment in the field of variable insurance; ] Financial information provided by electronic means; Administration of employee pension plans; Financial planning; Insurance brokerage; Cash management account services; Fixed income investment services; Electronic funds transfer; Providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; Providing portfolio management services; Providing an interactive online computer database in the field of financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; Providing information by phone and by online means in the field of investment account information and financial research; Providing an online computer database in the fields of investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, and financial planning
- Class 041 — Education and entertainment services: Educational services, namely, conducting seminars, classes, conferences, and workshops in the fields of financial investments, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation
Owner
- Charles Schwab & Co., Inc., Westlake, TX, US
- Charles Schwab & Co., Inc., San Francisco, CA, US
- Charles Schwab & Co., Inc., San Francisco, CA, US
Prior registrations
Prosecution history
- 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
- 01 Dec 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 01 Dec 2023 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
- 01 Dec 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 01 Dec 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 06 Jun 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
- 10 Jun 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED