REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/28/2025
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Official data from USPTO
SCHWAB INTELLIGENT INCOME
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
SCHWAB INTELLIGENT INCOME
ST13
US500000088171153Class
36
Filing
88171153
Registration
6114235
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
36
Latest update
07/29/2025
Trademark type
Word
Nice classes
36
Filing date
10/26/2018
Registration date
07/28/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/28/2020
Last transaction
07/29/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
01/07/2020
First use in commerce
01/07/2020
Drawing code
4
Owner type
03
Owner location
Westlake, TX
Examiner
LEE, DOUGLAS
Law office
M40
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 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesretirement planning services; financial planninginvestment 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 financialinvestment management and advisory servicesmanagement of securities portfolios through providing personal financial investment accountsmonitoring for investment purposes of financial and investment account transactions and account balancesreporting for financial investment accountseach through a global computer network; providing information and analysis in the field of financial investments; investment brokerage; investment consultation; investment management; investment advice
Publications
History of USPTO decisions and trademark events.
36 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
R.PR
REGISTERED-PRINCIPAL REGISTER
07/28/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
06/24/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
06/23/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
06/22/2020
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
06/18/2020
IUAF
USE AMENDMENT FILED
05/29/2020
EISU
TEAS STATEMENT OF USE RECEIVED
05/29/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
11/01/2019
EX1G
SOU EXTENSION 1 GRANTED
10/30/2019
EXT1
SOU EXTENSION 1 FILED
10/30/2019
EEXT
SOU TEAS EXTENSION RECEIVED
10/30/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
06/11/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/16/2019
PUBO
PUBLISHED FOR OPPOSITION
04/16/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/27/2019
ALIE
ASSIGNED TO LIE
03/04/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/13/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
02/06/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
02/06/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
02/06/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
02/06/2019
DOCK
ASSIGNED TO EXAMINER
02/04/2019
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
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/09/2018
NWAP
NEW APPLICATION ENTERED
10/30/2018
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