Trademark: 86685746
Word
SCHWAB ADVISOR PORTFOLIO CONNECT
Status Date
Tuesday, April 2, 2019
Registration Number
5715756
Registration Date
Tuesday, April 2, 2019
Filing Date
Tuesday, July 7, 2015
Published for Opposition
Tuesday, December 1, 2015
36 providing information for investment advisors, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks
35 data processing services in the field of investment portfolio management; business services, namely, providing data aggregation and analysis services for investment advisors; business services, namely, aggregating investment portfolio data from multiple investment accounts for use by investment advisors
42 computer technical support services, namely, troubleshooting of computer software problems provided via the internet; hosting of digital content on the internet; providing temporary use of online, non-downloadable computer software to investment advisors for use in connection with managing, accounting of and preparing reports for client investment accounts; providing temporary use of online, non-downloadable computer software to investment advisors for tracking performance of client investments
Apr 2, 2024
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
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
Apr 2, 2019
Registered-Principal Register
Feb 26, 2019
Notice Of Acceptance Of Statement Of Use E-Mailed
Feb 25, 2019
Allowed Principal Register - Sou Accepted
Jan 31, 2019
Statement Of Use Processing Complete
Jan 24, 2019
Use Amendment Filed
Jan 24, 2019
Teas Statement Of Use 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 11, 2018
Applicant/Correspondence Changes (Non-Responsive) Entered
Jul 11, 2018
Teas Change Of Owner Address Received
Jul 7, 2018
Notice Of Approval Of Extension Request E-Mailed
Jul 6, 2018
Sou Extension 5 Granted
Jun 29, 2018
Sou Extension 5 Filed
Jul 6, 2018
Case Assigned To Intent To Use Paralegal
Jun 29, 2018
Sou Teas Extension Received
Jan 12, 2018
Notice Of Approval Of Extension Request E-Mailed
Jan 10, 2018
Sou Extension 4 Granted
Jan 10, 2018
Sou Extension 4 Filed
Jan 10, 2018
Sou Teas Extension Received
Jul 4, 2017
Notice Of Approval Of Extension Request E-Mailed
Jun 30, 2017
Sou Extension 3 Granted
Jun 30, 2017
Sou Extension 3 Filed
Jun 30, 2017
Sou Teas Extension Received
Dec 30, 2016
Notice Of Approval Of Extension Request E-Mailed
Dec 28, 2016
Sou Extension 2 Granted
Dec 28, 2016
Sou Extension 2 Filed
Dec 28, 2016
Sou Teas Extension Received
Jul 2, 2016
Notice Of Approval Of Extension Request E-Mailed
Jun 30, 2016
Sou Extension 1 Granted
Jun 30, 2016
Sou Extension 1 Filed
Jun 30, 2016
Sou Teas Extension Received
Jan 26, 2016
Noa E-Mailed - Sou Required From Applicant
Dec 1, 2015
Official Gazette Publication Confirmation E-Mailed
Dec 1, 2015
Published For Opposition
Nov 11, 2015
Notification Of Notice Of Publication E-Mailed
Oct 29, 2015
Law Office Publication Review Completed
Oct 27, 2015
Approved For Pub - Principal Register
Oct 27, 2015
Teas/Email Correspondence Entered
Oct 27, 2015
Correspondence Received In Law Office
Oct 20, 2015
Assigned To Lie
Sep 29, 2015
Teas Response To Office Action Received
Sep 13, 2015
Notification Of Non-Final Action E-Mailed
Sep 13, 2015
Non-Final Action E-Mailed
Sep 13, 2015
Non-Final Action Written
Sep 5, 2015
Assigned To Examiner
Jul 10, 2015
New Application Office Supplied Data Entered
Jul 10, 2015
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
