SCHWAB ALTERNATIVE INVESTMENT ONESOURCE - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Serial Number
86030367
Registration Number
4618554
Word Mark
SCHWAB ALTERNATIVE INVESTMENT ONESOURCE
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2020-03-06
Filing Date
2013-08-06
Registration Number
4618554
Registration Date
2014-10-07
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2014-04-15
Attorney Name
Law Office Assigned Location Code
M70
Employee Name
KING, LINDA M
Statements
Disclaimer with Predetermined Text
"ALTERNATIVE INVESTMENT"
Goods and Services
Shareholder record keeping services
Goods and Services
Financial investment brokerage, financial investment services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes, and shareholder services in the nature of securities trade execution services and providing financial information to investors, all in the field of registered and unregistered alternative investment funds; financial information and analysis in the field of alternative investment funds
Classification Information
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
2014-02-18
Primary Code
035
First Use Anywhere Date
2013-10-24
First Use In Commerce Date
2013-10-24
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
2013-08-14
Primary Code
036
First Use Anywhere Date
2013-10-24
First Use In Commerce Date
2013-10-24
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
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
CHARLES SCHWAB & CO., INC.
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 2174322 |
| Prior Registration | 3227413 |
| Prior Registration | 3272941 |
Trademark Events
| Event Date | Event Description |
| 2013-08-09 | NEW APPLICATION ENTERED IN TRAM |
| 2013-08-14 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2013-10-24 | ASSIGNED TO EXAMINER |
| 2013-10-31 | NON-FINAL ACTION WRITTEN |
| 2013-10-31 | NON-FINAL ACTION E-MAILED |
| 2013-10-31 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2014-02-13 | EXAMINERS AMENDMENT -WRITTEN |
| 2014-02-13 | EXAMINERS AMENDMENT E-MAILED |
| 2014-02-13 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2014-02-13 | EXAMINER'S AMENDMENT ENTERED |
| 2014-02-18 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2014-03-07 | ASSIGNED TO LIE |
| 2014-03-08 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2014-03-26 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2014-04-15 | PUBLISHED FOR OPPOSITION |
| 2014-04-15 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2014-06-10 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2014-07-21 | TEAS STATEMENT OF USE RECEIVED |
| 2014-08-08 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2014-07-21 | USE AMENDMENT FILED |
| 2014-08-08 | STATEMENT OF USE PROCESSING COMPLETE |
| 2014-09-01 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2014-09-02 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2014-10-07 | REGISTERED-PRINCIPAL REGISTER |
| 2019-01-24 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2019-01-24 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2019-10-07 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 2020-01-08 | TEAS SECTION 8 & 15 RECEIVED |
| 2020-01-08 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2020-03-04 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2020-03-06 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 2020-03-06 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
