Serial 78352094
Live / Registered — Registered and renewed (as of 08 Jul 2017)
What this means for you
Registered since 14 Aug 2007. 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 14 Aug 2017).
Record
- Serial number
- 78352094
- Registration number
- 3280410
- Mark type
- Design / logo
- Filed
- 14 Jan 2004
- Published for opposition
- 12 Jul 2005
- Registered
- 14 Aug 2007
- Next maintenance due
- 14 Aug 2017
- Attorney of record
- Louise Arnott
Goods and services
- Class 035 — Advertising and business services: [ Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement planning, and wealth management;] providing information and analysis in the fields of economics and business, namely, industry and sector reports and forecasts, economic reports and forecasts; provision of news, information, research, databases, and analysis in the field of economics via electronic communication networks
- Class 036 — Insurance and financial services: Financial investment services, investment advice and investment management services, and investment brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, [ commodities, futures,] stock options, and indices of financial securities; financial planning and financial portfolio management services; [ banking services; insurance brokerage services; annuity investment services;] providing information and analysis in the fields of finance, investment, financial planning, and financial investment strategy; providing an interactive online computer database in the field of financial portfolio management, financial investing, finance, financial planning, financial news, financial information, and analysis in the fields of financial investing, finance, financial planning, financial decision making, financial investment research; financial analysis,[ namely, ] 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 electronic means, by phone and by online means in the field of investment account information and financial research; brokerage services and investment services provided electronically and via global information networks, namely, electronic trading for all forms of securities, namely, stocks, bonds, mutual funds, [ currencies, commodities, futures, ] options, money market funds, and indices of any of them; financial portfolio management services provided via electronic communication networks; provision of news, information research, databases, and analysis in the fields of financial investing, finance, and financial planning via electronic communication networks; securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; [ credit card and ] debit card services; [ bill payment services,] namely, check writing; bill payment services; cash management account services; financial investment services, namely, fixed income investment services; [ electronic payment services, namely, electronic processing and transmission of bill payment data, and ] electronic fund transfer services
- Class 041 — Education and entertainment services: Educational services, namely, conducting seminars and workshops in the fields of investment, 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
- 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
- 24 Jan 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 24 Jan 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 08 Jul 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 08 Jul 2017 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 08 Jul 2017 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 08 Jul 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL