CHARLES SCHWAB

Live / Registered — Registered and renewed (as of 21 Aug 2025)

What this means for you

Registered since 26 May 2015. 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 26 May 2025).

Record

Serial number
86065866
Registration number
4744416
Mark type
Design + words
Filed
16 Sept 2013
Published for opposition
31 Dec 2013
Registered
26 May 2015
Next maintenance due
26 May 2025
Attorney of record
Louise Arnott

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software, namely, computer software and mobile applications for conducting account transactions, securities trades, research, analysis and portfolio management activities, all in the fields of finance and investments; downloadable software, namely, computer software and mobile applications for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; downloadable software, namely, computer software and mobile applications for communicating directly with financial services professionals; downloadable electronic publications, namely, brochures, newsletters, reports and instructional and teaching materials in the fields of investments, and finance
  • Class 036 — Insurance and financial services: A house mark for a full line of financial and investment services
  • Class 041 — Education and entertainment services: Educational services, namely, conducting seminars, webcasts, on-line training sessions, classes, conferences and workshops in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation

Owner

Prior registrations

Prosecution history

  • 21 Aug 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 21 Aug 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 21 Aug 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 21 Aug 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Apr 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 26 May 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 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

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