SCHWAB INTELLIGENT INCOME - Trademark Details
Status: 700 - Registered
Serial Number
88171153
Registration Number
6114235
Word Mark
SCHWAB INTELLIGENT INCOME
Status
700 - Registered
Status Date
2020-07-28
Filing Date
2018-10-26
Registration Number
6114235
Registration Date
2020-07-28
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2019-04-16
Attorney Name
Law Office Assigned Location Code
M40
Employee Name
LEE, DOUGLAS M
Statements
Disclaimer with Predetermined Text
"INCOME"
Goods and Services
Software for retirement planning and financial planning; computer software for producing investment models; 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
Financial services, namely, retirement planning services; financial planning, investment and consulting services for retirement and retirement income; financial planning for retirement; financial retirement plan consulting services; financial advice and consultancy services; financial asset management; financial planning and investment advisory services; financial portfolio management; 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; investment brokerage; investment consultation; investment management; investment advice
Goods and Services
Providing temporary use of on-line, non-downloadable software for retirement planning and financial planning; 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; providing temporary use of online, non-downloadable interactive software for establishing managed personal 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 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
2018-11-09
Primary Code
036
First Use Anywhere Date
2020-01-07
First Use In Commerce Date
2020-01-07
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
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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
Please log in with your Justia account to see this address.
Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 4929224 |
| Prior Registration | 5100394 |
| Prior Registration | 5377024 |
Trademark Events
| Event Date | Event Description |
| 2018-10-30 | NEW APPLICATION ENTERED IN TRAM |
| 2018-11-09 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2019-01-24 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2019-01-24 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2019-02-04 | ASSIGNED TO EXAMINER |
| 2019-02-06 | EXAMINERS AMENDMENT -WRITTEN |
| 2019-02-06 | EXAMINERS AMENDMENT E-MAILED |
| 2019-02-06 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2019-02-06 | EXAMINER'S AMENDMENT ENTERED |
| 2019-02-13 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2019-03-04 | ASSIGNED TO LIE |
| 2019-03-27 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2019-04-16 | PUBLISHED FOR OPPOSITION |
| 2019-04-16 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2019-06-11 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2019-10-30 | TEAS EXTENSION RECEIVED |
| 2019-10-30 | EXTENSION 1 FILED |
| 2019-10-30 | EXTENSION 1 GRANTED |
| 2019-11-01 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 2020-05-29 | TEAS STATEMENT OF USE RECEIVED |
| 2020-06-18 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2020-05-29 | USE AMENDMENT FILED |
| 2020-06-22 | STATEMENT OF USE PROCESSING COMPLETE |
| 2020-06-23 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2020-06-24 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2020-07-28 | REGISTERED-PRINCIPAL REGISTER |
