SCHWAB ADVISOR TRANSITION SERVICES
Live / Registered — Registered and renewed (as of 02 Apr 2023)
What this means for you
Registered since 09 Oct 2012. 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 09 Oct 2022).
Record
- Serial number
- 85007236
- Registration number
- 4222303
- Mark type
- Stylized text
- Filed
- 06 Apr 2010
- Published for opposition
- 19 Apr 2011
- Registered
- 09 Oct 2012
- Next maintenance due
- 09 Oct 2022
- Attorney of record
- Louise Arnott
Goods and services
- Class 035 — Advertising and business services: [ Business consultation services for investment advisors in the field of succession planning; ] business consultation services for investment advisors in the fields of business and strategic planning, business formation, business development [; providing an online computer database in the fields of business information and contacts featuring advisory firms interested in merging with or acquiring a business; providing an online computer database in the fields of business information and contacts featuring investment advisors interested in working with registered investment advisors ][ ; providing an online computer database in the fields of business information and contacts relating to compensation ]
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
- 02 Apr 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 02 Apr 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 02 Apr 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 02 Apr 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 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
- 21 Sept 2022 — TEAS SECTION 8 & 9 RECEIVED
- 09 Oct 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED