REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05/01/2026
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Official data from USPTO
MANAGED ACCOUNT ACCESS
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
MANAGED ACCOUNT ACCESS
ST13
US500000078627452Class
36
Filing
78627452
Registration
3238478
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
50
Latest update
05/02/2026
Trademark type
Word
Nice classes
36
Filing date
05/11/2005
Registration date
05/01/2007
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/26/2016
Last transaction
05/02/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
08/09/2005
First use in commerce
08/09/2005
Drawing code
4
Owner type
03
Owner location
Westlake, TX, US
Examiner
CHISOLM, KEVON
Law office
L30
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 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial services provided to investment advisors and consultantsproviding custody of assetsfinancial researchaccess to financial research toolssecurities trading and brokerage servicesinvestment performance reporting and asset allocation tools in the nature of onlineinteractive financial calculators and questionnaires for use in financial planning and analysisinvestment consultationinvestment managementinvestment of assets for others
Publications
History of USPTO decisions and trademark events.
50 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/07/2023
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
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
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
10/26/2016
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
10/26/2016
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
10/26/2016
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/26/2016
E89R
TEAS SECTION 8 & 9 RECEIVED
08/10/2016
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/10/2016
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05/01/2016
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
03/29/2013
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
03/29/2013
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/29/2013
ES8R
TEAS SECTION 8 RECEIVED
03/21/2013
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/21/2013
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
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
09/24/2009
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
09/24/2009
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
05/01/2007
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/20/2007
CNEA
EXAMINERS AMENDMENT MAILED
03/20/2007
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
03/19/2007
IUAA
USE AMENDMENT ACCEPTED
03/19/2007
XAEC
EXAMINER'S AMENDMENT ENTERED
03/19/2007
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/19/2007
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
03/17/2007
ACEC
AMENDMENT FROM APPLICANT ENTERED
03/17/2007
ALIE
ASSIGNED TO LIE
03/17/2007
IUAF
USE AMENDMENT FILED
02/09/2007
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/09/2007
PAPER RECEIVED
02/09/2007
CNFR
FINAL REFUSAL MAILED
08/08/2006
CNFR
FINAL REFUSAL WRITTEN
08/07/2006
ACEC
AMENDMENT FROM APPLICANT ENTERED
06/15/2006
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/25/2006
PAPER RECEIVED
05/25/2006
CNRT
NON-FINAL ACTION MAILED
12/15/2005
CNRT
NON-FINAL ACTION WRITTEN
12/14/2005
DOCK
ASSIGNED TO EXAMINER
12/08/2005
NWAP
NEW APPLICATION ENTERED
05/17/2005
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