CHARLES SCHWAB - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Image for trademark with serial number 97213466
Serial Number
97213466
Word Mark
CHARLES SCHWAB
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2022-01-19
Filing Date
2022-01-11
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
260921, 280103 - Squares that are completely or partially shaded. Inscriptions in Chinese, Japanese, Korean, Vietnamese or other Asian characters.
Attorney Name
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Description of Mark
The mark consists of the italicized lower case word "CHARLES" stacked over the unitalicized word "SCHWAB" in all caps, both inside a square, and with the Chinese characters "JIA", "XIN", "LI" and "CAI" written vertically to the right of the square.
Goods and Services
Providing financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; Providing information and analysis in the field of financial investments; Providing personalized investment information, investment account management, and securities brokerage services; Investment advisory services; Investment consultation; Investment management; Investment advice; Financial planning; Financial advice; Financial analysis; Financial consultation; Financial management; Retirement fund investment; Retirement planning and retirement plan administration services; Retirement plan services including trustee services and retirement plan recordkeeping services; Providing financial and investment advice, analysis and consultation services; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, exchange traded funds, commodities, futures, options, and indices of any of them; Brokerage services and investment services provided electronically and via global information networks, namely, electronic trading in securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Investment advice and management in the fields of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; Investment brokerage and investment portfolio management services; Investment account information services; Investment fund management; Annuity investment services; Managed account services; Debit card services; credit card services; Electronic funds transfer services; check writing and bill payment services; Monetary affairs; Trust company custody services; trust, corporate, and investment account services; margin account services; Payment services and fund transfer services; Providing information and analysis in the fields of finance, economics, investment, business, and investment strategy; Financial portfolio management; Providing financial information via a website; Providing financial news, information, research, and analysis services and online searchable databases featuring financial information, analysis and research in the fields of investing and finance
Transliteration Statement
The non-Latin characters in the mark transliterate to JAI XIN LI CAI and this means "excellent", "trustworthy", "wealth management" in English.
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
2022-01-19
Primary Code
036
First Use Anywhere Date
2013-06-12
First Use In Commerce Date
2013-06-12
Current Trademark Owners
Party Type
10 - Original Applicant
Address
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Correspondences
Name
CATHERINE C. MILLER
Address
Please log in with your Justia account to see this address.
Prior Registrations
Relationship TypeReel Number
Prior Registration4429250
Prior Registration4744416
Prior Registration5258857
Trademark Events
Event DateEvent Description
2022-01-14NEW APPLICATION ENTERED IN TRAM
2022-01-19NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2022-01-20NOTICE OF DESIGN SEARCH CODE E-MAILED