SCHWAB PERSONALIZED INDEXING

Live / Registered — Registered (as of 18 Jul 2023)

What this means for you

Registered since 18 Jul 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90779821
Registration number
7116117
Mark type
Stylized text
Filed
17 Jun 2021
Published for opposition
20 Sept 2022
Registered
18 Jul 2023
Attorney of record
Louise Arnott

Goods and services

  • Class 036 — Insurance and financial services: Investment management; Investment consultation; Investment advisory services; Financial investment brokerage services; Financial planning; Providing information in the field of financial stock and equity markets; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial asset management services

Owner

Prosecution history

  • 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
  • 18 Jul 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 18 Jul 2023 — REGISTERED-PRINCIPAL REGISTER
  • 14 Jun 2023 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 13 Jun 2023 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 24 May 2023 — STATEMENT OF USE PROCESSING COMPLETE
  • 03 May 2023 — USE AMENDMENT FILED
  • 23 May 2023 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 03 May 2023 — TEAS STATEMENT OF USE RECEIVED
  • 27 Jan 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 27 Jan 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

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