SCHWAB ADVISOR PORTFOLIO CONNECT
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 10 Jul 2025)
What this means for you
Registered since 02 Apr 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86685746
- Registration number
- 5715756
- Mark type
- Stylized text
- Filed
- 07 Jul 2015
- Published for opposition
- 01 Dec 2015
- Registered
- 02 Apr 2019
- Attorney of record
- Louise Arnott
Goods and services
- Class 035 — Advertising and business services: data processing services in the field of investment portfolio management; business services, namely, providing data aggregation and analysis services for investment advisors; business services, namely, aggregating investment portfolio data from multiple investment accounts for use by investment advisors
- Class 036 — Insurance and financial services: providing information for investment advisors, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks
- Class 042 — Scientific and technological services: computer technical support services, namely, troubleshooting of computer software problems provided via the internet; hosting of digital content on the internet; providing temporary use of online, non-downloadable computer software to investment advisors for use in connection with managing, accounting of and preparing reports for client investment accounts; providing temporary use of online, non-downloadable computer software to investment advisors for tracking performance of client investments
Owner
- Charles Schwab & Co., Inc., Westlake, TX, US
- Charles Schwab & Co., Inc., San Francisco, CA, US
- Charles Schwab & Co., Inc., San Francisco, CA, US
Prosecution history
- 10 Jul 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 10 Jul 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 10 Jul 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 12 Mar 2025 — TEAS SECTION 8 & 15 RECEIVED
- 02 Apr 2024 — COURTESY REMINDER - SEC. 8 (6-YR) 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
- 02 Apr 2019 — REGISTERED-PRINCIPAL REGISTER