Trademark: 76381755
Word
SCHWAB PERFORMANCE TECHNOLOGIES
Status Date
Monday, August 24, 2015
Registration Number
2992802
Registration Date
Tuesday, September 6, 2005
Filing Date
Tuesday, March 12, 2002
Published for Opposition
Tuesday, April 6, 2004
41 Educational services, namely, providing training for investment advisors in the fields of client communications, client management, and electronic commerce
9 Computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communications management, and performance tracking; [ Computer software for securities trading for use by investment advisors and investment management firms; Computer software for client contact management and office workflow automation, and downloadable software for client contact management and office workflow automation ]
36 providing online support services for investment professionals, namely, financial portfolio accounting, [ securities trade order management, ] reporting of investment performance, and online reporting of client account information
35 Data management and data hosting services for others; preparation and online delivery of customer account reports for others; data processing services for others; business information management in the fields of financial portfolio management and investment advice; computerized database management in the fields of financial portfolio management and investment advice; business consultation services provided to investment advisors in the fields of client management and communications, electronic commerce, [ and investment strategy, development, ] and marketing
42 [ Computer services, namely, consultation regarding website development; computer services, namely, providing content for websites for others; ] computer services, namely, technical support services provided via the Internet and in person
Dec 7, 2023
Teas Change Of Correspondence Received
Dec 7, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Dec 7, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Dec 7, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
Dec 7, 2023
Teas Change Of Owner Address Received
Jan 30, 2023
Teas Change Of Correspondence Received
Jan 30, 2023
Teas Withdrawal Of Attorney Received-Firm Retains
Jan 30, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Jan 30, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jan 24, 2019
Attorney/Dom.Rep.Revoked And/Or Appointed
Jan 24, 2019
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Aug 24, 2015
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Aug 24, 2015
Registered And Renewed (First Renewal - 10 Yrs)
Aug 24, 2015
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Aug 24, 2015
Case Assigned To Post Registration Paralegal
Jul 29, 2015
Teas Section 8 & 9 Received
Jul 29, 2015
Teas Change Of Correspondence Received
Oct 25, 2012
Attorney/Dom.Rep.Revoked And/Or Appointed
Oct 25, 2012
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Sep 27, 2011
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Sep 27, 2011
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Sep 26, 2011
Case Assigned To Post Registration Paralegal
Aug 31, 2011
Teas Section 8 & 15 Received
Sep 29, 2009
Applicant/Correspondence Changes (Non-Responsive) Entered
Sep 29, 2009
Teas Change Of Owner Address Received
Oct 7, 2006
Review Of Correspondence Complete
Oct 24, 2005
Paper Received
Sep 6, 2005
Registered-Principal Register
Jul 23, 2005
Law Office Registration Review Completed
Apr 19, 2005
Assigned To Lie
Apr 11, 2005
Allowed Principal Register - Sou Accepted
Feb 3, 2005
Statement Of Use Processing Complete
Dec 28, 2004
Use Amendment Filed
Jan 3, 2005
Paper Received
Aug 20, 2004
Case File In Ticrs
Jun 29, 2004
Noa Mailed - Sou Required From Applicant
Apr 6, 2004
Published For Opposition
Mar 17, 2004
Notice Of Publication
Jan 6, 2004
Approved For Pub - Principal Register
Dec 9, 2002
Correspondence Received In Law Office
Dec 9, 2002
Paper Received
Aug 16, 2002
Non-Final Action Mailed
Jul 16, 2002
Assigned To Examiner
Jul 11, 2002
Assigned To Examiner
Trademark Alertz updated from USPTO on 2030-01-24
