Word

CHARLES SCHWAB

Status

Registered

Status Code

700

Status Date

Tuesday, December 20, 2022

Serial Number

97213466

Registration Number

6930913

Registration Date

Tuesday, December 20, 2022

Mark Type

3000

Filing Date

Tuesday, January 11, 2022

Published for Opposition

Tuesday, October 4, 2022

Trademark Owner History

Charles Schwab & Co., Inc. - Original Registrant

Classifications

36 Providing financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; Providing information and analysis in the field of financial investments; Providing personalized investment information, investment account management, and securities brokerage services; Investment advisory services; Investment consultation; Investment management; Investment advice; Financial planning; Financial advice; Financial analysis; Financial consultation; Financial management; Retirement fund investment; Financial services, namely, retirement planning and retirement plan administration services; Financial planning for retirement services, namely, trustee services; Providing financial and investment advice, analysis and consultation services; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, exchange traded funds, commodities, futures, options, and indices of any of them; Brokerage services and investment services provided electronically and via global information networks, namely, electronic trading in securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Investment advice and management in the fields of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; Investment brokerage and investment portfolio management services; Investment account information services; Investment fund management; Annuity investment services; Investment advisory services, namely, managed account services; Debit card services, namely, debit card transaction processing services, issuing of debit cards; credit card services, namely, credit card verification, credit card authorization services, credit card transaction processing services, issuing credit cards; Payment processing services, namely, credit card and debit card transaction processing services; Electronic funds transfer services; check writing and bill payment services; Monetary affairs, namely, financial information, management and analysis services; Trust company custody services, namely, maintaining possession of financial assets for others for financial management purposes; trust and investment account services; margin account services; Corporate savings account services; Payment services, namely, payment verification services, bill payment services, credit card payment processing services, payment and funds verification services, check payment guarantee services, and fund transfer services, namely, investment fund transfer and transaction services; Providing information and analysis in the fields of finance, economics, investment, business, and investment strategy; Financial portfolio management; Providing financial information via a website; Providing financial news, information, research, and analysis services and online searchable databases featuring financial information, analysis and research in the fields of investing and finance

The mark consists of the italicized lower case word "CHARLES" stacked over the unitalicized word "SCHWAB" in all caps, both inside a square, and with the Chinese characters "JIA", "XIN", "LI" and "CAI" written vertically to the right of the square.
The name(s), portrait(s), and/or signature(s) shown in the mark identifies Charles Schwab, whose consent(s) to register is made of record.
The non-Latin character that transliterates to "JAI" has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for sufficiently similar goods/services of active U.S. Registration No(s). 5258857
Color is not claimed as a feature of the mark.
The non-Latin characters in the mark transliterate to "JAI XIN LI CAI" and this means "excellent", "trustworthy", "wealth management" in English.
THE NON-LATIN CHARACTERS THAT TRANSLITERATE TO "LI CAI"

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

Dec 20, 2022

Notice Of Registration Confirmation Emailed

Dec 20, 2022

Registered-Principal Register

Oct 4, 2022

Official Gazette Publication Confirmation E-Mailed

Oct 4, 2022

Published For Opposition

Sep 14, 2022

Notification Of Notice Of Publication E-Mailed

Aug 28, 2022

Approved For Pub - Principal Register

Aug 3, 2022

Teas/Email Correspondence Entered

Aug 2, 2022

Correspondence Received In Law Office

Aug 2, 2022

Teas Response To Office Action Received

Mar 15, 2022

Notification Of Non-Final Action E-Mailed

Mar 15, 2022

Non-Final Action E-Mailed

Mar 15, 2022

Non-Final Action Written

Mar 9, 2022

Assigned To Examiner

Jan 20, 2022

Notice Of Design Search Code E-Mailed

Jan 19, 2022

New Application Office Supplied Data Entered

Jan 14, 2022

New Application Entered