SCHWAB MONEYWISE
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 28 Nov 2025)
What this means for you
Registered since 10 Sept 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88309295
- Registration number
- 5856486
- Mark type
- Stylized text
- Filed
- 20 Feb 2019
- Published for opposition
- 25 Jun 2019
- Registered
- 10 Sept 2019
- Attorney of record
- Louise Arnott
Goods and services
- Class 036 — Insurance and financial services: Providing information and advice in the fields of personal finance, financial planning, investing, and insurance; providing online financial calculators
- Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable software in the fields of personal finance, financial planning, investing, and insurance, for conducting financial assessment and surveys and providing worksheets for calculating how much to save for retirement, estimating personal net worth, and organizing financial documents
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
- 28 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 28 Nov 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 28 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 13 Aug 2025 — TEAS SECTION 8 & 15 RECEIVED
- 10 Sept 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
- 06 Jun 2020 — CORRECTION UNDER SECTION 7 - PROCESSED