Trademark: 77732510
Word
CHARLES SCHWAB ADVISOR SERVICES
Status
Dead
Status Code
710
Status Date
Friday, December 7, 2018
Serial Number
77732510
Registration Number
4135837
Registration Date
Tuesday, May 1, 2012
Mark Type
5000
Filing Date
Friday, May 8, 2009
Published for Opposition
Tuesday, June 14, 2011
Cancellation Date
Friday, December 7, 2018

Trademark Owner History
Charles Schwab & Co., Inc. - Original Registrant

Classifications
16 Printed material, namely, leaflets, brochures, and pamphlets in the field of investments
35 Providing news, information, research, and analysis in the fields of business, current business events, namely, federal regulatory and legislative changes, global economic trends and economic outlook, government, namely, economics; Providing an on-line computer database in the fields of business, current business events, namely, federal regulatory and legislative changes, global economic trends and economic outlook. Providing information and analysis in the fields of economics, and business by online means; business consulting services in the fields of human capital, business and strategy planning, marketing and business development, transition services for financial advisors, operations support, and compliance resources
36 Providing financial and investment information to investors for use in the trading and analysis of investments, finances and financial planning, via a global computer network; providing news in the field of finance and investments for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; providing financial and investment research data to investors for use in the trading and analysis of investments, finances and financial planning, via a global computer network; providing databases in the field of finance and investment for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; Brokerage services and investment services provided electronically and via global information networks, namely, electronic trading in securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; Brokerage services in the fields of securities, stocks, bonds, mutual funds, managed accounts, structured products, alternative investments, cash products, money market funds, commodities, futures, options, and indices of any of them; Securities brokerage account services namely, an interest bearing feature for cash between investments, access to cash, and margin loans; Banking services; debit card services; Bill payment services; Providing information services in the field of investment accounts; financial administration of retirement plans; Trust services, namely, trust company custody services; Insurance brokerage services; Cash management account services. Fixed income investment services, namely, providing financial trading services and financial information in the field of fixed income investment products; Electronic fund transfer services; Separately managed account and structured financial product services, namely, brokerage of structured products, namely, structured CDs, principal protected notes, buffered notes, return enhanced notes, reverse convertibles, and hedging and monetization strategies for concentrated equity positions; providing financial information and brokerage services relating to third party bank structured investment products, namely, principal protected notes, buffered and leveraged notes, structured certificates of deposit and rate notes; Providing information and financial analysis in the fields of finance, investment, financial planning, and investment strategy; Providing news, information, research, and analysis in the fields of investing, finance, financial planning, and current financial events, namely, macro and microeconomic trends, mergers and acquisitions and bank failures; Providing an on-line computer database in the fields of investing, finance, financial planning, and current financial events, namely, macro and microeconomic trends, mergers and acquisitions and bank failures; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them, provided electronically and via global information networks; Providing information and analysis in the fields of finance, investment, financial planning, and investment strategy by online means; Providing on-line computer databases featuring personal financial information about financial portfolio accounts
41 Educational services, namely, conducting seminars, conferences, lectures, classes, symposiums and workshops in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, asset allocation, and practice management and technology; Providing online publications in the nature of email newsletters and web-based materials, namely, web-based newsletter in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, asset allocation, practice management and technology; and entertainment services, namely, providing webcasts in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, asset allocation, practice management and technology
42 Technology consultation services, namely, consulting services for assisting investment advisors in selecting, implementing and adopting technologies, namely, computer hardware and software, for the provision of financial services; Providing temporary use of on-line non-downloadable software tools for performing investment portfolio transactions, trading, accounting, allocation, reporting, downloading financial account data, data management, performing research, and performance and transaction tracking; Providing temporary use of on-line non-downloadable software tools for tracking and comparing performance of financial products and for research information regarding industry, sector and security financial analyses and ratings
Color is not claimed as a feature of the mark.
"ADVISOR SERVICES"
The mark consists of the words "CHARLES SCHWAB" in stylized letters over the words "ADVISOR SERVICES".
The name "CHARLES SCHWAB" identifies a living individual whose consent is of record.

Trademark Events
Dec 7, 2018
Cancelled Sec. 8 (6-Yr)
May 1, 2017
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Oct 25, 2012
Attorney/Dom.Rep.Revoked And/Or Appointed
Oct 25, 2012
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
May 1, 2012
Registered-Principal Register
Mar 27, 2012
Notice Of Acceptance Of Statement Of Use E-Mailed
Mar 26, 2012
Law Office Registration Review Completed
Mar 15, 2012
Allowed Principal Register - Sou Accepted
Mar 1, 2012
Data Modification Completed
Feb 12, 2012
Statement Of Use Processing Complete
Feb 9, 2012
Use Amendment Filed
Feb 9, 2012
Teas Statement Of Use Received
Feb 8, 2012
Teas Change Of Correspondence Received
Feb 9, 2012
Case Assigned To Intent To Use Paralegal
Feb 8, 2012
Teas Post Publication Amendment Received
Feb 8, 2012
Teas Change Of Correspondence Received
Aug 9, 2011
Noa E-Mailed - Sou Required From Applicant
Jun 14, 2011
Official Gazette Publication Confirmation E-Mailed
Jun 14, 2011
Published For Opposition
May 9, 2011
Law Office Publication Review Completed
May 3, 2011
Approved For Pub - Principal Register
May 3, 2011
Examiner's Amendment Entered
May 3, 2011
Notification Of Examiners Amendment E-Mailed
May 3, 2011
Examiners Amendment E-Mailed
May 3, 2011
Examiners Amendment -Written
Apr 13, 2011
Teas/Email Correspondence Entered
Apr 12, 2011
Correspondence Received In Law Office
Apr 12, 2011
Teas Response To Office Action Received
Oct 13, 2010
Notification Of Non-Final Action E-Mailed
Oct 13, 2010
Non-Final Action E-Mailed
Oct 13, 2010
Non-Final Action Written
Sep 22, 2010
Teas/Email Correspondence Entered
Sep 22, 2010
Correspondence Received In Law Office
Sep 21, 2010
Teas Response To Office Action Received
Mar 25, 2010
Notification Of Non-Final Action E-Mailed
Mar 25, 2010
Non-Final Action E-Mailed
Mar 25, 2010
Non-Final Action Written
Mar 5, 2010
Teas/Email Correspondence Entered
Mar 5, 2010
Correspondence Received In Law Office
Mar 2, 2010
Assigned To Lie
Feb 5, 2010
Teas Change Of Correspondence Received
Feb 5, 2010
Teas Response To Office Action Received
Aug 11, 2009
Applicant/Correspondence Changes (Non-Responsive) Entered
Aug 11, 2009
Teas Change Of Owner Address Received
Aug 5, 2009
Notification Of Non-Final Action E-Mailed
Aug 5, 2009
Non-Final Action E-Mailed
Aug 5, 2009
Non-Final Action Written
Aug 5, 2009
Assigned To Examiner
May 12, 2009
New Application Office Supplied Data Entered In Tram
May 12, 2009
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2030-01-24