SCHWAB INTELLIGENT ADVISORY - Trademark Details
Status: 700 - Registered
Serial Number
87975844
Registration Number
5377024
Word Mark
SCHWAB INTELLIGENT ADVISORY
Status
700 - Registered
Status Date
2018-01-09
Filing Date
2016-07-28
Registration Number
5377024
Registration Date
2018-01-09
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2017-01-03
Attorney Name
Law Office Assigned Location Code
N20
Employee Name
SPARER, KATERINA DOROT
Statements
Disclaimer with Predetermined Text
"ADVISORY"
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, 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
Goods and 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
Classification Information
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
2016-08-02
Primary Code
036
First Use Anywhere Date
2017-03-14
First Use In Commerce Date
2017-03-14
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
2016-08-02
Primary Code
042
First Use Anywhere Date
2017-03-14
First Use In Commerce Date
2017-03-14
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 |
| Continuity Parent | 87118944 |
Trademark Events
| Event Date | Event Description |
| 2016-08-01 | NEW APPLICATION ENTERED IN TRAM |
| 2016-08-02 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2016-11-09 | ASSIGNED TO EXAMINER |
| 2016-11-16 | PRIORITY ACTION WRITTEN |
| 2016-11-16 | PRIORITY ACTION E-MAILED |
| 2016-11-16 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| 2016-11-18 | EXAMINERS AMENDMENT -WRITTEN |
| 2016-11-18 | EXAMINERS AMENDMENT E-MAILED |
| 2016-11-18 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2016-11-18 | EXAMINER'S AMENDMENT ENTERED |
| 2016-11-21 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2016-12-14 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2017-01-03 | PUBLISHED FOR OPPOSITION |
| 2017-01-03 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2017-02-28 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2017-08-28 | TEAS STATEMENT OF USE RECEIVED |
| 2017-08-28 | TEAS REQUEST TO DIVIDE RECEIVED |
| 2017-09-12 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2017-08-28 | DIVISIONAL REQUEST RECEIVED |
| 2017-09-13 | DIVISIONAL PROCESSING COMPLETE |
| 2017-08-28 | USE AMENDMENT FILED |
| 2017-09-13 | STATEMENT OF USE PROCESSING COMPLETE |
| 2017-09-28 | SU - NON-FINAL ACTION - WRITTEN |
| 2017-09-28 | NON-FINAL ACTION E-MAILED |
| 2017-09-28 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2017-11-17 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2017-11-30 | ASSIGNED TO LIE |
| 2017-12-05 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2017-12-05 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2017-12-06 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2017-12-07 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2018-01-09 | 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 |
