SCHWAB ALTERNATIVE INVESTMENT ONESOURCE

Live / Registered — Registered and renewed (as of 28 Oct 2024)

What this means for you

Registered since 07 Oct 2014. 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 07 Oct 2024).

Record

Serial number
86030367
Registration number
4618554
Mark type
Stylized text
Filed
06 Aug 2013
Published for opposition
15 Apr 2014
Registered
07 Oct 2014
Next maintenance due
07 Oct 2024
Attorney of record
Louise Arnott

Goods and services

  • Class 035 — Advertising and business services: Shareholder record keeping services
  • Class 036 — Insurance and financial services: Financial investment brokerage, financial investment services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes, and shareholder services in the nature of securities trade execution services and providing financial information to investors, all in the field of registered and unregistered alternative investment funds; financial information and analysis in the field of alternative investment funds

Owner

Prior registrations

Prosecution history

  • 28 Oct 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 28 Oct 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 28 Oct 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 28 Oct 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 31 Jul 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 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
  • 07 Oct 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 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

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