CHARLES SCHWAB INTELLIGENT PORTFOLIOS - Trademark Details
Status: 700 - Registered
Serial Number
86978285
Registration Number
4929224
Word Mark
CHARLES SCHWAB INTELLIGENT PORTFOLIOS
Status
700 - Registered
Status Date
2016-03-29
Filing Date
2014-11-03
Registration Number
4929224
Registration Date
2016-03-29
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2015-04-28
Attorney Name
Law Office Assigned Location Code
L40
Employee Name
CHARLON, BARNEY LAWREN
Statements
Disclaimer with Predetermined Text
"PORTFOLIOS"
Goods and Services
Downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing
Goods and Services
Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments
Goods and Services
Providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts
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
2014-11-13
Primary Code
009
First Use Anywhere Date
2015-03-09
First Use In Commerce Date
2015-03-09
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
2014-11-13
Primary Code
036
First Use Anywhere Date
2015-03-09
First Use In Commerce Date
2015-03-09
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
2014-11-13
Primary Code
042
First Use Anywhere Date
2015-03-09
First Use In Commerce Date
2015-03-09
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
Andrea L. Anderson
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 3611542 |
| Prior Registration | 4429249 |
| Prior Registration | 4429250 |
| Continuity Parent | 86443368 |
Trademark Events
| Event Date | Event Description |
| 2014-11-06 | NEW APPLICATION ENTERED IN TRAM |
| 2014-11-13 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2015-02-23 | ASSIGNED TO EXAMINER |
| 2015-03-02 | EXAMINERS AMENDMENT -WRITTEN |
| 2015-03-02 | EXAMINERS AMENDMENT E-MAILED |
| 2015-03-02 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2015-03-02 | EXAMINER'S AMENDMENT ENTERED |
| 2015-03-05 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2015-03-24 | ASSIGNED TO LIE |
| 2015-03-25 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2015-04-08 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2015-04-28 | PUBLISHED FOR OPPOSITION |
| 2015-04-28 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2015-06-23 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2015-12-16 | TEAS EXTENSION RECEIVED |
| 2015-12-16 | TEAS REQUEST TO DIVIDE RECEIVED |
| 2015-12-16 | TEAS STATEMENT OF USE RECEIVED |
| 2016-02-07 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2015-12-16 | EXTENSION 1 FILED |
| 2016-02-10 | EXTENSION 1 GRANTED |
| 2015-12-16 | DIVISIONAL REQUEST RECEIVED |
| 2016-02-10 | DIVISIONAL PROCESSING COMPLETE |
| 2015-12-16 | USE AMENDMENT FILED |
| 2016-02-10 | STATEMENT OF USE PROCESSING COMPLETE |
| 2016-02-11 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 2016-02-19 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2016-02-20 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2016-03-29 | 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 |
| 2021-03-29 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
