| Serial Number | 90542496 |
| Word Mark | CHARLES SCHWAB |
| Filing Date | Tuesday, February 23, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 30, 2022 |
| Registration Number | 6830388 |
| Registration Date | Tuesday, August 30, 2022 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 14, 2022 |
| Goods and Services | Educational services, namely, conducting seminars, webcasts, training sessions, classes, conferences, and workshops in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation; providing a website featuring non-downloadable videos in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation |
| Name/Portrait Description and/or Consent Statement | 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. |
| Goods and Services | Providing a full line of financial and investment services, namely, financial planning and investment advisory services, investment management services, investment brokerage, banking services, financial loan consultation, credit and loan services, savings account services, financial administration of retirement plans, financial trust planning, trust services, namely, investment and trust company services, trading in securities, estate trust planning, estate trust management, and insurance brokerage; providing information and analysis in the fields of finance, investment, financial planning, and investment strategy |
| Goods and Services | providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; software as a service (SAAS) services comprised of computer software for use in on-line trading of securities and portfolio management in the fields of finance and investments |
| 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 | Monday, May 24, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 30, 1984 |
| First Use In Commerce Date | Friday, November 30, 1984 |
| 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 | Monday, May 24, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, June 11, 2013 |
| First Use In Commerce Date | Tuesday, June 11, 2013 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, May 24, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, November 30, 2004 |
| First Use In Commerce Date | Tuesday, November 30, 2004 |
| 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, 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 |
| 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 |
| Tuesday, August 30, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, August 30, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 14, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 14, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 25, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, May 6, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, May 3, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, May 2, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, May 2, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, March 10, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, March 10, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, March 10, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, February 24, 2022 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, February 22, 2022 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Thursday, February 10, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, January 14, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, January 13, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, January 13, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, September 4, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, September 4, 2021 | NON-FINAL ACTION E-MAILED |
| Saturday, September 4, 2021 | NON-FINAL ACTION WRITTEN |
| Saturday, September 4, 2021 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Saturday, September 4, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, August 28, 2021 | ASSIGNED TO EXAMINER |
| Monday, May 24, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 26, 2021 | NEW APPLICATION ENTERED |