| Serial Number | 86065866 |
| Word Mark | CHARLES SCHWAB |
| Filing Date | Monday, September 16, 2013 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Saturday, August 21, 2021 |
| Registration Number | 4744416 |
| Registration Date | Tuesday, May 26, 2015 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 31, 2013 |
| Goods and Services | Educational services, namely, conducting seminars, webcasts, on-line training sessions, classes, conferences and workshops in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation |
| Description of Mark | The mark consists of the following: the stylized wording "CHARLES SCHWAB" in white inside a blue square. |
| Goods and Services | Downloadable software, namely, computer software and mobile applications for conducting account transactions, securities trades, research, analysis and portfolio management activities, all in the fields of finance and investments; downloadable software, namely, computer software and mobile applications for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; downloadable software, namely, computer software and mobile applications for communicating directly with financial services professionals; downloadable electronic publications, namely, brochures, newsletters, reports and instructional and teaching materials in the fields of investments, and finance |
| Goods and Services | A house mark for a full line of financial and investment services |
| Indication of Colors claimed | The color(s) blue and white is/are 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 | Tuesday, September 24, 2013 |
| Primary Code | 009 |
| First Use Anywhere Date | Sunday, June 23, 2013 |
| First Use In Commerce Date | Sunday, June 23, 2013 |
| 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 | Tuesday, September 24, 2013 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, June 11, 2013 |
| First Use In Commerce Date | Tuesday, June 11, 2013 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 24, 2013 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, June 11, 2013 |
| First Use In Commerce Date | Tuesday, June 11, 2013 |
| 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 |
| Thursday, October 31, 2013 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, September 19, 2013 | NEW APPLICATION ENTERED |
| Tuesday, September 24, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, September 25, 2013 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, October 24, 2013 | ASSIGNED TO EXAMINER |
| Thursday, October 31, 2013 | NON-FINAL ACTION WRITTEN |
| Thursday, October 31, 2013 | NON-FINAL ACTION E-MAILED |
| Monday, November 18, 2013 | EXAMINER'S AMENDMENT ENTERED |
| Monday, November 18, 2013 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, November 18, 2013 | EXAMINERS AMENDMENT E-MAILED |
| Monday, November 18, 2013 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, November 18, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 27, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, December 31, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, November 25, 2013 | ASSIGNED TO LIE |
| Wednesday, December 11, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 31, 2013 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 25, 2014 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, March 26, 2015 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, April 21, 2015 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, April 22, 2015 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, May 26, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Friday, May 29, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, August 19, 2014 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, August 19, 2014 | SOU EXTENSION 1 FILED |
| Tuesday, August 19, 2014 | SOU EXTENSION 1 GRANTED |
| Thursday, August 21, 2014 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, February 19, 2015 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, February 19, 2015 | USE AMENDMENT FILED |
| Sunday, March 29, 2015 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, January 24, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, May 26, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, April 28, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, January 24, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Saturday, August 21, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, August 21, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, August 21, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, January 30, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 7, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 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 |
| Monday, January 30, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Thursday, December 7, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, December 7, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Sunday, May 26, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Thursday, December 7, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, December 7, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |