| Serial Number | 86978285 |
| Word Mark | CHARLES SCHWAB INTELLIGENT PORTFOLIOS |
| Filing Date | Monday, November 3, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, October 14, 2022 |
| Registration Number | 4929224 |
| Registration Date | Tuesday, March 29, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 28, 2015 |
| 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 |
| 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 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 |
| Disclaimer with Predetermined Text | "PORTFOLIOS" |
| 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 |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, October 14, 2022 |
| Primary Code | 009 |
| First Use Anywhere Date | Monday, March 9, 2015 |
| First Use In Commerce Date | Monday, March 9, 2015 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, October 14, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 9, 2015 |
| First Use In Commerce Date | Monday, March 9, 2015 |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, October 14, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, March 9, 2015 |
| First Use In Commerce Date | Monday, March 9, 2015 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| 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 |
| Friday, October 14, 2022 | CANCELLED SEC. 8 (6-YR) |
| Monday, March 29, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 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, March 29, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Saturday, February 20, 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Friday, February 19, 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, February 11, 2016 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, February 10, 2016 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, December 16, 2015 | USE AMENDMENT FILED |
| Wednesday, February 10, 2016 | DIVISIONAL PROCESSING COMPLETE |
| Wednesday, December 16, 2015 | DIVISIONAL REQUEST RECEIVED |
| Wednesday, February 10, 2016 | SOU EXTENSION 1 GRANTED |
| Wednesday, December 16, 2015 | SOU EXTENSION 1 FILED |
| Sunday, February 7, 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, December 16, 2015 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, December 16, 2015 | TEAS REQUEST TO DIVIDE RECEIVED |
| Wednesday, December 16, 2015 | TEAS EXTENSION RECEIVED |
| Tuesday, June 23, 2015 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 28, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 28, 2015 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 8, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, March 25, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, March 24, 2015 | ASSIGNED TO LIE |
| Thursday, March 5, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, March 2, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Monday, March 2, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, March 2, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Monday, March 2, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, February 23, 2015 | ASSIGNED TO EXAMINER |
| Thursday, November 13, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, November 6, 2014 | NEW APPLICATION ENTERED IN TRAM |