TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/07/2023
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Official data from USPTO
CHARLESSCHWAB
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
48
Latest update
12/07/2023
Trademark type
Combined
Nice classes
36, 41
Filing date
08/24/2001
Registration date
06/10/2003
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/01/2023
Last transaction
12/07/2023
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
08/30/2001
First use in commerce
08/30/2001
Drawing code
5
Owner type
03
Owner location
Westlake, TX
Examiner
BROWN, BRIAN
Law office
L50
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
Representatives
Louise Arnott Michael Best & Friedrich LLP
Technical classification
Nice Classes
Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Brokerage services in the fields of financial securitiesstocksbondsmoney market fundsmutual fundscommoditiesfuturesstock optionsindices of financial securities; Investment services in the fields of financial securitiesstocksbondsmoney market fundsmutual fundscommoditiesfuturesstock optionsindices of financial securities; Investment advice and management in the fields of financial securitiesstocksbondsmoney market fundsmutual fundscommoditiesfuturesstock optionsindices of financial securities; Securities brokerage account services that feature an interest bearing feature for cash between investmentselectronic cash transactionsmargin loan services; Banking services; Credit card and debit card services; Check processing and bill payment services; Annuity investment services; Financial investment in the field of variable insurance; Financial information provided by electronic means; Administration of employee pension plans; Financial planning; Insurance brokerage; Cash management account services; Fixed income investment services; Electronic funds transfer; Providing information and analysis in the fields of financeeconomicsinvestmentbusinessfinancial planninginvestment strategy; Providing portfolio management services; Providing an interactive online computer database in the field of financial portfolio managementfinancial decision makinginvestment researchmonitoring investment value and performance of investmentsanalyzing investment performanceevaluating asset allocationrisk tolerancefinancial alternative plans and investment time frames; Providing information by phone and by online means in the field of investment account information and financial research; Providing an online computer database in the fields of investingfinancefinancial planningfinancial newsfinancial informationanalysis in the fields of investingfinancefinancial planning
Class 41
Educational servicesconducting seminarsclassesconferencesworkshops in the fields of financial investmentsfinancefinancial planningportfolio managementretirement planningmoney managementinvestment strategyasset allocation
Publications
History of USPTO decisions and trademark events.
48 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/07/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/07/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/07/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/07/2023
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
12/01/2023
RNL2
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
12/01/2023
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
12/01/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
12/01/2023
E89R
TEAS SECTION 8 & 9 RECEIVED
06/06/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/30/2023
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
01/30/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/30/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/30/2023
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/10/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/24/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/24/2019
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
04/06/2013
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
04/06/2013
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
04/06/2013
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/06/2013
E89R
TEAS SECTION 8 & 9 RECEIVED
03/21/2013
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/20/2013
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/25/2012
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/25/2012
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/21/2009
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
08/25/2009
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
08/25/2009
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
06/24/2009
PLGL
ASSIGNED TO PARALEGAL
06/13/2009
E815
TEAS SECTION 8 & 15 RECEIVED
06/09/2009
CFIT
CASE FILE IN TICRS
05/07/2008
COC.
CORRECTION UNDER SECTION 7 - PROCESSED
10/08/2003
AMD7
SEC 7 REQUEST FILED
08/11/2003
PAPER RECEIVED
08/11/2003
R.PR
REGISTERED-PRINCIPAL REGISTER
06/10/2003
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
04/10/2003
DOCK
ASSIGNED TO EXAMINER
04/10/2003
SUPC
STATEMENT OF USE PROCESSING COMPLETE
04/09/2003
PAPER RECEIVED
01/13/2003
IUAF
USE AMENDMENT FILED
01/10/2003
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
07/16/2002
PUBO
PUBLISHED FOR OPPOSITION
04/23/2002
NPUB
NOTICE OF PUBLICATION
04/03/2002
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/11/2001
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
12/11/2001
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/28/2001
DOCK
ASSIGNED TO EXAMINER
09/25/2001
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