| Serial Number | 85409510 |
| Word Mark | CHARLES SCHWAB |
| Filing Date | Monday, August 29, 2011 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Wednesday, January 24, 2024 |
| Registration Number | 4429249 |
| Registration Date | Tuesday, November 5, 2013 |
| Mark Drawing | 5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, June 26, 2012 |
| Description of Mark | The mark consists of the name "CHARLES" in lower-case italics followed by the name "SCHWAB" in capitalized letters. |
| Goods and Services | Downloadable software in the nature of a mobile application for electronic check conversion and remote deposit services, electronic transfer of money, electronic payment, viewing bank and investment account information, investment portfolio management, electronic trading of securities, performing financial and investment research and analysis, and obtaining financial and investment information and news; downloadable software in the nature of a mobile application for viewing [ and sharing ] fixed content, interactive content, [ and articles from periodical publications, ] all of the foregoing pertaining to news, research, investments, finance, financial planning, and investment strategy; downloadable software in the nature of a mobile application for delivering streaming financial and investment information and news; downloadable software in the nature of a mobile application which enables users to locate, and receive navigational directions to locations at which financial services are provided; downloadable software in the nature of a mobile application for viewing videos pertaining to news, research, investments, finance, financial planning and investment strategy |
| Name/Portrait Description and/or Consent Statement | The name(s), portrait(s), and/or signature(s) shown in the mark identifies a living individual, whose consent(s) to register is made of record. |
| Goods and Services | Providing customized driving or walking directions, namely, enabling users to locate and receive navigational directions to locations at which financial services are provided |
| Goods and Services | Providing financial services through a website for mobile devices, namely, electronic check conversion and remote deposit, electronic transfer of money, electronic payment, viewing bank and investment account information, investment portfolio management, electronic trading of securities, performing financial and investment research and analysis, providing financial and investment information and news, providing financial research, and investment strategy online |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 1, 2011 |
| Primary Code | 009 |
| First Use Anywhere Date | Monday, December 13, 2010 |
| First Use In Commerce Date | Monday, December 13, 2010 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 1, 2011 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, December 13, 2010 |
| First Use In Commerce Date | Monday, December 13, 2010 |
| International Class | 039 - Transport; packaging and storage of goods; travel arrangement. |
| US Class Codes | 100, 105 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 1, 2012 |
| Primary Code | 039 |
| First Use Anywhere Date | Wednesday, December 14, 2011 |
| First Use In Commerce Date | Wednesday, December 14, 2011 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, TX 76262 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Event Date | Event Description |
| Wednesday, January 24, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Wednesday, January 24, 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Wednesday, January 24, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Wednesday, January 24, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, December 7, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 7, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, December 7, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, December 7, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, December 7, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, July 27, 2023 | TEAS SECTION 8 & 9 RECEIVED |
| Monday, January 30, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, January 30, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, January 30, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, January 30, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Saturday, November 5, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, June 24, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Wednesday, June 24, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Wednesday, June 24, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, April 20, 2020 | TEAS SECTION 8 RECEIVED |
| Thursday, January 24, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, January 24, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, November 5, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, November 5, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 1, 2013 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Saturday, September 28, 2013 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Friday, September 27, 2013 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, September 16, 2013 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, August 14, 2013 | USE AMENDMENT FILED |
| Friday, September 6, 2013 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, August 14, 2013 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, August 7, 2013 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, August 7, 2013 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, January 15, 2013 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, January 11, 2013 | SOU EXTENSION 1 GRANTED |
| Friday, January 11, 2013 | SOU EXTENSION 1 FILED |
| Friday, January 11, 2013 | SOU TEAS EXTENSION RECEIVED |
| Thursday, October 25, 2012 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, October 25, 2012 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, August 21, 2012 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 26, 2012 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 26, 2012 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 6, 2012 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, May 18, 2012 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, May 16, 2012 | ASSIGNED TO LIE |
| Wednesday, May 2, 2012 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, May 1, 2012 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 30, 2012 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 30, 2012 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 1, 2011 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, November 1, 2011 | NON-FINAL ACTION E-MAILED |
| Tuesday, November 1, 2011 | NON-FINAL ACTION WRITTEN |
| Thursday, October 27, 2011 | ASSIGNED TO EXAMINER |
| Thursday, September 1, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 1, 2011 | NEW APPLICATION ENTERED |