NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
10/07/2025
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Dado oficial do USPTO
SCHWAB ADVISOR PORTFOLIO CONNECT
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Active USPTO registrationTipo: VerbalEscritório: US
Snapshot rápido
SCHWAB ADVISOR PORTFOLIO CONNECT
ST13
US500000086685746Classe
35, 36, 42
Pedido
86685746
Registro
5715756
Diagnóstico de risco e oportunidade
Leitura executiva para decisão de naming, protocolo e monitoramento.
Situação USPTO
Active USPTO registration
Tipo de processo
Pedido e registro
Eventos registrados
61
Atualização mais recente
11/07/2025
Classificação
Registrada
Tipo de marca
Verbal
Classes Nice
35, 36, 42
Data de depósito
07/07/2015
Data de registro
02/04/2019
Data de expiração
-
Ação recomendada
Execute uma análise de colidência completa e valide classes antes de qualquer protocolo ou investimento de marca.
Próximo passo
Esses são os detalhes do processo de registro. Mesmo assim, o monitoramento constante é o que garante tranquilidade de que o seu principal ativo continue protegido.
Dados completos do processo
Campos estruturados da autoridade responsável e do histórico oficial.
Data da situação
10/07/2025
Última transação
11/07/2025
Escritório responsável
United States Patent and Trademark Office
Código da situação
702
Cadastro oficial
Principal Register
Fundamento do pedido
Intent to use
Primeiro uso
01/10/2018
Primeiro uso no comércio
01/10/2018
Código do desenho
4
Tipo de titular
03
Localização do titular
Westlake, TX
Examinador
EDWARDS, ALICIA
Localização atual
FILE DESTROYED
Titulares e representantes
Titulares
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
Representantes
Louise Arnott Michael Best & Friedrich LLP
Classificação técnica
Classes Nice
Classe 35Classe 36Classe 42
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 35
data processing services in the field of investment portfolio management; business servicesproviding data aggregation and analysis services for investment advisors; business servicesaggregating investment portfolio data from multiple investment accounts for use by investment advisors
Classe 36
providing information for investment advisorsinformation concerning financial portfolio accountingautomated financial client communications managementreporting of investment performancereporting of client financial account information over computer networks
Classe 42
computer technical support servicestroubleshooting of computer software problems provided via the internet; hosting of digital content on the internet; providing temporary use of onlinenon-downloadable computer software to investment advisors for use in connection with managingaccounting of and preparing reports for client investment accounts; providing temporary use of onlinenon-downloadable computer software to investment advisors for tracking performance of client investments
Publicações
Histórico de despachos e eventos da marca no USPTO.
61 publicações encontradas
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
10/07/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/07/2025
E815
TEAS SECTION 8 & 15 RECEIVED
12/03/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
02/04/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/12/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/12/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/12/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07/12/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
07/12/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
30/01/2023
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
30/01/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
30/01/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
30/01/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
02/04/2019
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
26/02/2019
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
25/02/2019
SUPC
STATEMENT OF USE PROCESSING COMPLETE
31/01/2019
IUAF
USE AMENDMENT FILED
24/01/2019
EISU
TEAS STATEMENT OF USE RECEIVED
24/01/2019
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
24/01/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
24/01/2019
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
11/07/2018
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
11/07/2018
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
07/07/2018
EX5G
SOU EXTENSION 5 GRANTED
06/07/2018
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
06/07/2018
EXT5
SOU EXTENSION 5 FILED
29/06/2018
EEXT
SOU TEAS EXTENSION RECEIVED
29/06/2018
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
12/01/2018
EX4G
SOU EXTENSION 4 GRANTED
10/01/2018
EXT4
SOU EXTENSION 4 FILED
10/01/2018
EEXT
SOU TEAS EXTENSION RECEIVED
10/01/2018
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
04/07/2017
EX3G
SOU EXTENSION 3 GRANTED
30/06/2017
EXT3
SOU EXTENSION 3 FILED
30/06/2017
EEXT
SOU TEAS EXTENSION RECEIVED
30/06/2017
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
30/12/2016
EX2G
SOU EXTENSION 2 GRANTED
28/12/2016
EXT2
SOU EXTENSION 2 FILED
28/12/2016
EEXT
SOU TEAS EXTENSION RECEIVED
28/12/2016
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
02/07/2016
EX1G
SOU EXTENSION 1 GRANTED
30/06/2016
EXT1
SOU EXTENSION 1 FILED
30/06/2016
EEXT
SOU TEAS EXTENSION RECEIVED
30/06/2016
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
26/01/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/12/2015
PUBO
PUBLISHED FOR OPPOSITION
01/12/2015
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/11/2015
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
29/10/2015
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
27/10/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
27/10/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
27/10/2015
ALIE
ASSIGNED TO LIE
20/10/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
29/09/2015
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
13/09/2015
GNRT
NON-FINAL ACTION E-MAILED
13/09/2015
CNRT
NON-FINAL ACTION WRITTEN
13/09/2015
DOCK
ASSIGNED TO EXAMINER
05/09/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/07/2015
NWAP
NEW APPLICATION ENTERED
10/07/2015
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