SCHWAB PERFORMANCE TECHNOLOGIES - Trademark Details
Status: 800 - Registered And Renewed
Serial Number
76381755
Registration Number
2992802
Word Mark
SCHWAB PERFORMANCE TECHNOLOGIES
Status
800 - Registered And Renewed
Status Date
2015-08-24
Filing Date
2002-03-12
Registration Number
2992802
Registration Date
2005-09-06
Mark Drawing
1000 - Typeset: Word(s)/letter(s)/number(s)
Typeset
Published for Opposition Date
2004-04-06
Attorney Name
Law Office Assigned Location Code
L80
Employee Name
COFIELD, JULIA HARDY
Statements
Disclaimer with Predetermined Text
"TECHNOLOGIES"
Goods and Services
Computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communications management, and performance tracking; [ Computer software for securities trading for use by investment advisors and investment management firms; Computer software for client contact management and office workflow automation, and downloadable software for client contact management and office workflow automation ]
Goods and Services
Data management and data hosting services for others; preparation and online delivery of customer account reports for others; data processing services for others; business information management in the fields of financial portfolio management and investment advice; computerized database management in the fields of financial portfolio management and investment advice; business consultation services provided to investment advisors in the fields of client management and communications, electronic commerce, [ and investment strategy, development, ] and marketing
Goods and Services
providing online support services for investment professionals, namely, financial portfolio accounting, [ securities trade order management, ] reporting of investment performance, and online reporting of client account information
Goods and Services
Educational services, namely, providing training for investment advisors in the fields of client communications, client management, and electronic commerce
Goods and Services
[ Computer services, namely, consultation regarding website development; computer services, namely, providing content for websites for others; ] computer services, namely, technical support services provided via the Internet and in person
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2002-03-22
Primary Code
009
First Use Anywhere Date
2002-10-00
First Use In Commerce Date
2002-10-00
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2002-03-22
Primary Code
035
First Use Anywhere Date
2002-10-00
First Use In Commerce Date
2002-10-00
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2004-02-13
Primary Code
036
First Use Anywhere Date
2002-10-00
First Use In Commerce Date
2002-10-00
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2002-03-22
Primary Code
041
First Use Anywhere Date
2002-10-00
First Use In Commerce Date
2002-10-00
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2002-03-22
Primary Code
042
First Use Anywhere Date
2002-10-00
First Use In Commerce Date
2002-10-00
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Andrea L. Anderson
Address
Please log in with your Justia account to see this address.
Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 1703692 |
| Prior Registration | 1753383 |
Trademark Events
| Event Date | Event Description |
| 2002-07-11 | ASSIGNED TO EXAMINER |
| 2002-07-16 | ASSIGNED TO EXAMINER |
| 2002-08-16 | NON-FINAL ACTION MAILED |
| 2002-12-09 | PAPER RECEIVED |
| 2002-12-09 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2004-01-06 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2004-03-17 | NOTICE OF PUBLICATION |
| 2004-04-06 | PUBLISHED FOR OPPOSITION |
| 2004-06-29 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| 2004-08-20 | CASE FILE IN TICRS |
| 2005-01-03 | PAPER RECEIVED |
| 2004-12-28 | USE AMENDMENT FILED |
| 2005-02-03 | STATEMENT OF USE PROCESSING COMPLETE |
| 2005-04-11 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2005-04-19 | ASSIGNED TO LIE |
| 2005-07-23 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| 2005-09-06 | REGISTERED-PRINCIPAL REGISTER |
| 2005-10-24 | PAPER RECEIVED |
| 2006-10-07 | REVIEW OF CORRESPONDENCE COMPLETE |
| 2009-09-29 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2009-09-29 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 2011-08-31 | TEAS SECTION 8 & 15 RECEIVED |
| 2011-09-26 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2011-09-27 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 2011-09-27 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 2012-10-25 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2012-10-25 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2015-07-29 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2015-07-29 | TEAS SECTION 8 & 9 RECEIVED |
| 2015-08-24 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2015-08-24 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 2015-08-24 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 2015-08-24 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 2019-01-24 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2019-01-24 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
