SCHWAB ADVISOR PORTFOLIO CONNECT - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 86685746
Serial Number
86685746
Registration Number
5715756
Word Mark
SCHWAB ADVISOR PORTFOLIO CONNECT
Status
700 - Registered
Status Date
2019-04-02
Filing Date
2015-07-07
Registration Number
5715756
Registration Date
2019-04-02
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2015-12-01
Attorney Name
Andrea L. Anderson
Law Office Assigned Location Code
M60
Employee Name
EDWARDS, ALICIA COLLIN
Statements
Disclaimer with Predetermined Text
"ADVISOR PORTFOLIO"
Goods and Services
data processing services in the field of investment portfolio management; business services, namely, providing data aggregation and analysis services for investment advisors; business services, namely, aggregating investment portfolio data from multiple investment accounts for use by investment advisors
Goods and Services
providing information for investment advisors, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks
Goods and Services
computer technical support services, namely, troubleshooting of computer software problems provided via the internet; hosting of digital content on the internet; providing temporary use of online, non-downloadable computer software to investment advisors for use in connection with managing, accounting of and preparing reports for client investment accounts; providing temporary use of online, non-downloadable computer software to investment advisors for tracking performance of client investments
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
2015-07-10
Primary Code
035
First Use Anywhere Date
2018-10-01
First Use In Commerce Date
2018-10-01
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
2015-07-10
Primary Code
036
First Use Anywhere Date
2018-10-01
First Use In Commerce Date
2018-10-01
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
2015-07-10
Primary Code
042
First Use Anywhere Date
2018-10-01
First Use In Commerce Date
2018-10-01
Current Trademark Owners
Party Name
Charles Schwab & Co., Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Charles Schwab & Co., Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Charles Schwab & Co., Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Charles Schwab & Co., Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Andrea L. Anderson
Address
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Trademark Events
Event DateEvent Description
2015-07-10NEW APPLICATION ENTERED IN TRAM
2015-07-10NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2015-09-05ASSIGNED TO EXAMINER
2015-09-13NON-FINAL ACTION WRITTEN
2015-09-13NON-FINAL ACTION E-MAILED
2015-09-13NOTIFICATION OF NON-FINAL ACTION E-MAILED
2015-09-29TEAS RESPONSE TO OFFICE ACTION RECEIVED
2015-10-20ASSIGNED TO LIE
2015-10-27CORRESPONDENCE RECEIVED IN LAW OFFICE
2015-10-27TEAS/EMAIL CORRESPONDENCE ENTERED
2015-10-27APPROVED FOR PUB - PRINCIPAL REGISTER
2015-10-29LAW OFFICE PUBLICATION REVIEW COMPLETED
2015-11-11NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2015-12-01PUBLISHED FOR OPPOSITION
2015-12-01OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2016-01-26NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2016-06-30TEAS EXTENSION RECEIVED
2016-06-30EXTENSION 1 FILED
2016-06-30EXTENSION 1 GRANTED
2016-07-02NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2016-12-28TEAS EXTENSION RECEIVED
2016-12-28EXTENSION 2 FILED
2016-12-28EXTENSION 2 GRANTED
2016-12-30NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2017-06-30TEAS EXTENSION RECEIVED
2017-06-30EXTENSION 3 FILED
2017-06-30EXTENSION 3 GRANTED
2017-07-04NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2018-01-10TEAS EXTENSION RECEIVED
2018-01-10EXTENSION 4 FILED
2018-01-10EXTENSION 4 GRANTED
2018-01-12NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2018-06-29TEAS EXTENSION RECEIVED
2018-07-06CASE ASSIGNED TO INTENT TO USE PARALEGAL
2018-06-29EXTENSION 5 FILED
2018-07-06EXTENSION 5 GRANTED
2018-07-07NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2018-07-11TEAS CHANGE OF OWNER ADDRESS RECEIVED
2018-07-11APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2019-01-24TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2019-01-24ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2019-01-24TEAS STATEMENT OF USE RECEIVED
2019-01-24USE AMENDMENT FILED
2019-01-31STATEMENT OF USE PROCESSING COMPLETE
2019-02-25ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2019-02-26NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2019-04-02REGISTERED-PRINCIPAL REGISTER