Trademark: 78352094
Word

Status
Registered
Status Code
800
Status Date
Saturday, July 8, 2017
Serial Number
78352094
Registration Number
3280410
Registration Date
Tuesday, August 14, 2007
Mark Type
2000
Filing Date
Wednesday, January 14, 2004
Published for Opposition
Tuesday, July 12, 2005

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

Classifications
41 Educational services, namely, conducting seminars and workshops in the fields of investment, finance, financial planning, portfolio management, [retirement planning,] money management, investment strategy, and asset allocation
36 Financial investment services, investment advice and investment management services, and investment brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, [ commodities, futures,] stock options, and indices of financial securities; financial planning and financial portfolio management services; [ banking services; insurance brokerage services; annuity investment services;] providing information and analysis in the fields of finance, investment, financial planning, and financial investment strategy; providing an interactive online computer database in the field of financial portfolio management, financial investing, finance, financial planning, financial news, financial information, and analysis in the fields of financial investing, finance, financial planning, financial decision making, financial investment research; financial analysis,[ namely, ] monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; brokerage services and investment services provided electronically and via global information networks, namely, electronic trading for all forms of securities, namely, stocks, bonds, mutual funds, [ currencies, commodities, futures, ] options, money market funds, and indices of any of them; financial portfolio management services provided via electronic communication networks; provision of news, information research, databases, and analysis in the fields of financial investing, finance, and financial planning via electronic communication networks; securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; [ credit card and ] debit card services; [ bill payment services,] namely, check writing; bill payment services; cash management account services; financial investment services, namely, fixed income investment services; [ electronic payment services, namely, electronic processing and transmission of bill payment data, and ] electronic fund transfer services
35 [ Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement planning, and wealth management;] providing information and analysis in the fields of economics and business, namely, industry and sector reports and forecasts, economic reports and forecasts; provision of news, information, research, databases, and analysis in the field of economics via electronic communication networks
Color is not claimed as a feature of the mark.
The non-Latin character(s) in the mark transliterates into Jia Xin Si Ren Zhuan Ye Li Cai in Mandarin, and this means Schwab Private/personal Professional Money management in English.
the last six Chinese characters, which transliterate to "Si Ren Zhuan Ye Li Cai" and translate to "Private/Personal Professional Money Management"

Trademark Events
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
Jul 8, 2017
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Jul 8, 2017
Registered And Renewed (First Renewal - 10 Yrs)
Jul 8, 2017
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Jul 8, 2017
Case Assigned To Post Registration Paralegal
Jun 1, 2017
Teas Section 8 & 9 Received
Aug 14, 2016
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Aug 24, 2013
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Aug 23, 2013
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Aug 7, 2013
Registered - Sec. 8 (6-Yr) & Sec. 15 Filed
Aug 23, 2013
Case Assigned To Post Registration Paralegal
Aug 7, 2013
Teas Section 8 & 15 Received
Aug 7, 2013
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 29, 2009
Applicant/Correspondence Changes (Non-Responsive) Entered
Sep 29, 2009
Teas Change Of Owner Address Received
Aug 14, 2007
Registered-Principal Register
Jul 6, 2007
Law Office Registration Review Completed
Jul 3, 2007
Allowed Principal Register - Sou Accepted
Jun 12, 2007
Amendment From Applicant Entered
Jun 12, 2007
Correspondence Received In Law Office
Jun 11, 2007
Paper Received
Jan 29, 2007
Final Refusal Mailed
Jan 26, 2007
Su - Final Refusal - Written
Jan 11, 2007
Assigned To Examiner
Jan 6, 2007
Amendment From Applicant Entered
Jan 6, 2007
Correspondence Received In Law Office
Jan 6, 2007
Assigned To Lie
Dec 4, 2006
Paper Received
Nov 13, 2006
Paper Received
May 8, 2006
Non-Final Action Mailed
May 5, 2006
Su - Non-Final Action - Written
Apr 28, 2006
Statement Of Use Processing Complete
Apr 4, 2006
Use Amendment Filed
Apr 7, 2006
Paper Received
Oct 4, 2005
Noa Mailed - Sou Required From Applicant
Jul 12, 2005
Published For Opposition
Jun 22, 2005
Notice Of Publication
Feb 11, 2005
Assigned To Lie
Feb 11, 2005
Law Office Publication Review Completed
Feb 4, 2005
Assigned To Lie
Jan 28, 2005
Examiners Amendment Mailed
Jan 28, 2005
Approved For Pub - Principal Register
Jan 28, 2005
Examiners Amendment -Written
Jan 19, 2005
Amendment From Applicant Entered
Dec 30, 2004
Correspondence Received In Law Office
Dec 30, 2004
Paper Received
Jun 28, 2004
Non-Final Action Mailed
Jun 24, 2004
Assigned To Examiner
Jan 21, 2004
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24