NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
06/21/2025
Back to search
Official data from USPTO
SCHWAB RETIREMENT TECHNOLOGIES
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: WordOffice: United States
Quick snapshot
SCHWAB RETIREMENT TECHNOLOGIES
ST13
US500000086226960Class
41, 42
Filing
86226960
Registration
4750559
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
47
Latest update
07/15/2025
Trademark type
Word
Nice classes
41, 42
Filing date
03/20/2014
Registration date
06/09/2015
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/21/2025
Last transaction
07/15/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
09/20/2001
First use in commerce
09/20/2001
Drawing code
4
Owner type
03
Owner location
Westlake, TX
Examiner
MAKHDOOM,SAIMA
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
Representatives
Louise Arnott Michael Best & Friedrich LLP
Technical classification
Nice Classes
Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 41
Educational servicesconducting classeswebcastsworkshops and customized computer training sessions for third party retirement plan administratorsbank trust departmentsmutual fund companies and retirement plan record keepers regarding computer hardware and software for administration and record keeping of retirement plans
Class 42
Computer software development in the field of software and mobile applications for retirement plan administration and record keeping; application service providerdevelopinghostingmanaging and maintaining software in the field of retirement plan administrationrecord keeping and customer service; providing temporary use of non-downloadable software that allows third party retirement plan administratorsbank trust departmentsmutual fund companiesretirement plan record keepers and financial advisors to accessview and administer retirement plan; providing temporary use of non downloadable software that allows retirement plan participants to access and view retirement plan account data and information
Publications
History of USPTO decisions and trademark events.
47 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
06/21/2025
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
06/21/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/21/2025
E89R
TEAS SECTION 8 & 9 RECEIVED
01/14/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/10/2024
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
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
03/01/2021
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
03/01/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/01/2021
E815
TEAS SECTION 8 & 15 RECEIVED
11/24/2020
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
06/09/2020
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
R.PR
REGISTERED-PRINCIPAL REGISTER
06/09/2015
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/29/2015
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/24/2015
PUBO
PUBLISHED FOR OPPOSITION
03/24/2015
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/04/2015
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
02/13/2015
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/11/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/10/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/10/2015
ALIE
ASSIGNED TO LIE
02/10/2015
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
02/10/2015
GNEA
EXAMINERS AMENDMENT E-MAILED
02/10/2015
CNEA
EXAMINERS AMENDMENT -WRITTEN
02/10/2015
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
01/12/2015
GNFR
FINAL REFUSAL E-MAILED
01/12/2015
CNFR
FINAL REFUSAL WRITTEN
01/12/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/13/2014
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/12/2014
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/12/2014
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/16/2014
GNRT
NON-FINAL ACTION E-MAILED
06/16/2014
CNRT
NON-FINAL ACTION WRITTEN
06/16/2014
DOCK
ASSIGNED TO EXAMINER
06/15/2014
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/03/2014
NWAP
NEW APPLICATION ENTERED
03/24/2014
Continuous trademark protection
Get notified about every new filing that threatens SCHWAB RETIREMENT TECHNOLOGIES or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.