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Official data from USPTO

WASMER SCHROEDER STRATEGIES

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

WASMER SCHROEDER STRATEGIES

ST13

US500000099426712

Class

36

Filing

99426712

Registration

8260362

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

17

Latest update

05/19/2026

Trademark type

Word

Nice classes

36

Filing date

10/03/2025

Registration date

05/19/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

05/19/2026

Last transaction

05/19/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

2024-05-00

First use in commerce

2024-05-00

Drawing code

4

Owner type

03

Owner location

Westlake, TX, US

Examiner

GERHART, NIKOLAUS C

Law office

O80

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

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

Investment advisory services with respect to fixed income and dividend equity investments; Financial portfolio management with respect to fixed income and dividend equity investments; Financial management with respect to fixed income and dividend equity investments; Financial servicesa total portfolio offering for separate accounts of fixed income investments in the nature of the coordinationwithin a single accountof fixed income and dividend equity investment portfolio maintenancetradingrebalancingtax management needs; Financial portfolio management and analysis servicesa total portfolio offering for separate accounts of fixed income investments; Financial investment with respect to fixed income products

Publications

History of USPTO decisions and trademark events.

17 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

05/19/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

05/19/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/31/2026

PUBO

PUBLISHED FOR OPPOSITION

03/31/2026

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

03/25/2026

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

03/04/2026

XAEC

EXAMINER'S AMENDMENT ENTERED

03/04/2026

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

03/04/2026

GNEA

EXAMINERS AMENDMENT E-MAILED

03/04/2026

CNEA

EXAMINERS AMENDMENT -WRITTEN

03/04/2026

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

02/03/2026

GNRT

NON-FINAL ACTION E-MAILED

02/03/2026

CNRT

NON-FINAL ACTION WRITTEN

02/03/2026

DOCK

ASSIGNED TO EXAMINER

01/21/2026

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

01/21/2026

MAFR

APPLICATION FILING RECEIPT MAILED

10/03/2025

NWAP

NEW APPLICATION ENTERED

10/03/2025

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