SCHWAB ALTERNATIVE INVESTMENT ACCESS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 06 Jul 2022)
What this means for you
Registered since 20 Dec 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86693990
- Registration number
- 5105950
- Mark type
- Stylized text
- Filed
- 15 Jul 2015
- Published for opposition
- 02 Feb 2016
- Registered
- 20 Dec 2016
- 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 fund distribution services and providing financial information to investors, all in the field of unregistered alternative investment funds; financial information and analysis in the field of alternative investment funds
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
- 20 Dec 2025 — 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
- 06 Jul 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 06 Jul 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 05 Jul 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 28 Jan 2022 — TEAS SECTION 8 & 15 RECEIVED
- 20 Dec 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED