SCHWAB INTELLIGENT ADVISORY

Dead / Cancelled — Cancelled — Section 8 (as of 22 Jul 2024)

What this means for you

This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
87975844
Registration number
5377024
Mark type
Stylized text
Filed
28 Jul 2016
Published for opposition
03 Jan 2017
Registered
09 Jan 2018
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

Prosecution history

  • 22 Jul 2024 — CANCELLED SEC. 8 (6-YR)
  • 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
  • 09 Jan 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 24 Jan 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 24 Jan 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 09 Jan 2018 — REGISTERED-PRINCIPAL REGISTER
  • 07 Dec 2017 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

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