SCHWAB INTELLIGENT PORTFOLIOS PREMIUM
Live / Registered — Registered (as of 31 Mar 2020)
What this means for you
Registered since 31 Mar 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87928097
- Registration number
- 6024745
- Mark type
- Stylized text
- Filed
- 18 May 2018
- Published for opposition
- 27 Nov 2018
- Registered
- 31 Mar 2020
- Attorney of record
- Louise Arnott
Goods and services
- Class 036 — Insurance and financial services: Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, and monitoring for investment purposes of financial and investment account transactions and account balances, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financial and investment advice, analysis and consultation services; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services, all by means of a global computer network, by wireless mobile devices and by telephone
- Class 042 — Scientific and technological services: Providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial investment accounts; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; providing temporary use of online non-downloadable interactive financial planning software
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
- 31 Mar 2025 — 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
- 31 Mar 2020 — REGISTERED-PRINCIPAL REGISTER
- 28 Feb 2020 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 27 Feb 2020 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 06 Feb 2020 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 06 Feb 2020 — CORRESPONDENCE RECEIVED IN LAW OFFICE