| Serial Number | 76304690 |
| Word Mark | CHARLESSCHWAB |
| Filing Date | Friday, August 24, 2001 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Friday, December 1, 2023 |
| Registration Number | 2725494 |
| Registration Date | Tuesday, June 10, 2003 |
| Mark Drawing | 5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, April 23, 2002 |
| Goods and Services | Educational services, namely, conducting seminars, classes, conferences, and workshops in the fields of financial investments, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation |
| Certificate of Correction for Registration | In the statement, column 1, lines 24 and 25, "Banking Services; Credit Card and" should be deleted.. |
| Name/Portrait Description and/or Consent Statement | The name "CHARLES SCHWAB" identifies a living individual whose consent is of record. |
| Goods and Services | Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Securities brokerage account services that feature an interest bearing feature for cash between investments, electronic cash transactions, and margin loan services; [Banking services; Credit card and] debit card services; Check processing and bill payment services; Annuity investment services; [ Financial investment in the field of variable insurance; ] Financial information provided by electronic means; Administration of employee pension plans; Financial planning; Insurance brokerage; Cash management account services; Fixed income investment services; Electronic funds transfer; Providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; Providing portfolio management services; Providing an interactive online computer database in the field of financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; Providing information by phone and by online means in the field of investment account information and financial research; Providing an online computer database in the fields of investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, and financial planning |
| Pseudo Mark | CHARLES SCHWAB |
| 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 | Friday, September 14, 2001 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, August 30, 2001 |
| First Use In Commerce Date | Thursday, August 30, 2001 |
| 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 | Friday, September 14, 2001 |
| Primary Code | 041 |
| First Use Anywhere Date | Friday, August 31, 2001 |
| First Use In Commerce Date | Friday, August 31, 2001 |
| 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 94104 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94104 |
| 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 |
| Friday, December 1, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Friday, December 1, 2023 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) |
| Friday, December 1, 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, December 1, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, June 6, 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 |
| Friday, June 10, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 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 |
| Saturday, April 6, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Saturday, April 6, 2013 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Saturday, April 6, 2013 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Saturday, April 6, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, March 21, 2013 | TEAS SECTION 8 & 9 RECEIVED |
| Wednesday, March 20, 2013 | TEAS CHANGE OF CORRESPONDENCE 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 |
| Monday, September 21, 2009 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, August 25, 2009 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, August 25, 2009 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, June 24, 2009 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, June 13, 2009 | ASSIGNED TO PARALEGAL |
| Tuesday, June 9, 2009 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, May 7, 2008 | CASE FILE IN TICRS |
| Wednesday, October 8, 2003 | CORRECTION UNDER SECTION 7 - PROCESSED |
| Monday, August 11, 2003 | SEC 7 REQUEST FILED |
| Monday, August 11, 2003 | PAPER RECEIVED |
| Tuesday, June 10, 2003 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, April 10, 2003 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, April 10, 2003 | ASSIGNED TO EXAMINER |
| Wednesday, April 9, 2003 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, January 10, 2003 | USE AMENDMENT FILED |
| Monday, January 13, 2003 | PAPER RECEIVED |
| Tuesday, July 16, 2002 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 23, 2002 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 3, 2002 | NOTICE OF PUBLICATION |
| Tuesday, December 11, 2001 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, December 11, 2001 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Friday, September 28, 2001 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, September 25, 2001 | ASSIGNED TO EXAMINER |