SCHWAB RETIREMENT TECHNOLOGIES
Live / Registered — Registered and renewed (as of 21 Jun 2025)
What this means for you
Registered since 09 Jun 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 09 Jun 2025).
Record
- Serial number
- 86226960
- Registration number
- 4750559
- Mark type
- Stylized text
- Filed
- 20 Mar 2014
- Published for opposition
- 24 Mar 2015
- Registered
- 09 Jun 2015
- Next maintenance due
- 09 Jun 2025
- Attorney of record
- Louise Arnott
Goods and services
- Class 041 — Education and entertainment services: Educational services, namely, conducting classes, webcasts, workshops and customized computer training sessions for third party retirement plan administrators, bank trust departments, mutual fund companies and retirement plan record keepers regarding computer hardware and software for administration and record keeping of retirement plans
- Class 042 — Scientific and technological services: Computer software development in the field of software and mobile applications for retirement plan administration and record keeping; application service provider, namely, developing, hosting, managing and maintaining software in the field of retirement plan administration, record keeping and customer service; providing temporary use of non-downloadable software that allows third party retirement plan administrators, bank trust departments, mutual fund companies, retirement plan record keepers and financial advisors to access, view and administer retirement plan; providing temporary use of non downloadable software that allows retirement plan participants to access and view retirement plan account data and information
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
- 21 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 21 Jun 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 21 Jun 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 21 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 14 Jan 2025 — TEAS SECTION 8 & 9 RECEIVED
- 10 Jun 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