| Serial Number | 87928038 |
| Word Mark | CHARLES SCHWAB INTELLIGENT INVESTING |
| Filing Date | Friday, May 18, 2018 |
| Status | 606 - ABANDONED - NO STATEMENT OF USE FILED |
| Status Date | Monday, August 26, 2019 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 27, 2018 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "INVESTING" |
| Description of Mark | The mark consists of the words "CHARLES" in lower case italic letters over the word "SCHWAB" in upper case non-italic letters, in the center of a solid square next to another solid square containing the words "INTELLIGENT" over the word "INVESTING". |
| Goods and Services | Downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing |
| Goods and Services | Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financial and investment advice, analysis and consultation services; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services, all by means of a global computer network, by wireless mobile devices and by telephone |
| Goods and Services | Providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; providing temporary use of online non-downloadable interactive financial planning software |
| 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. |
| 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, May 29, 2018 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, May 29, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Tuesday, May 29, 2018 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 |
| Monday, August 26, 2019 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED |
| Monday, August 26, 2019 | ABANDONMENT - NO USE STATEMENT FILED |
| 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 |
| Tuesday, January 22, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 27, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 27, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 7, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, October 25, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Sunday, October 21, 2018 | ASSIGNED TO LIE |
| Monday, October 8, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, October 8, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Monday, October 8, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, October 8, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Monday, October 8, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, September 28, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, September 28, 2018 | NON-FINAL ACTION E-MAILED |
| Friday, September 28, 2018 | NON-FINAL ACTION WRITTEN |
| Monday, September 10, 2018 | ASSIGNED TO EXAMINER |
| Wednesday, May 30, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, May 29, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, May 22, 2018 | NEW APPLICATION ENTERED IN TRAM |