| Serial Number | 76060856 |
| Word Mark | CREATING A WORLD OF SMARTER INVESTORS |
| Filing Date | Thursday, June 1, 2000 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, November 14, 2008 |
| Registration Number | 2537839 |
| Registration Date | Tuesday, February 12, 2002 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 20, 2001 |
| Goods and Services | Printed publications, namely, newsletters, booklets, brochures, workbooks, and guidebooks, in the fields of investing, financial planning, retirement planning, financial portfolio management, and asset management |
| Goods and Services | Referral services in the field of financial investment |
| Goods and Services | Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; securities brokerage account services including an interest bearing feature for cash between investments, access to cash and margin loans; debit card services; check writing and bill payment services; variable annuity services; investment account information services; financial investment services in the nature of individual retirement accounts; financial planning services; insurance services, namely brokerage in the field of life insurance; cash management account services; fixed income investment services; payment services and fund transfer services; providing information and analysis in the fields of finance, economics, investment, business, financial planning and investment strategy; providing access to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, and economics via a global communication network; providing access to portfolio management services and tools and/or account information via a global communication network; providing access to decision making tools and investment research tools via a global communication network |
| Goods and Services | Educational services, namely, conducting classes, seminars, and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, November 14, 2008 |
| Primary Code | 016 |
| First Use Anywhere Date | Monday, May 15, 2000 |
| First Use In Commerce Date | Monday, May 15, 2000 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, November 14, 2008 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, October 11, 1999 |
| First Use In Commerce Date | Monday, October 11, 1999 |
| 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, November 14, 2008 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 11, 1999 |
| First Use In Commerce Date | Monday, October 11, 1999 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, November 14, 2008 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, October 11, 1999 |
| First Use In Commerce Date | Monday, October 11, 1999 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94104 |
| 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 |
| Friday, November 14, 2008 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, April 3, 2007 | CASE FILE IN TICRS |
| Tuesday, February 12, 2002 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 20, 2001 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 31, 2001 | NOTICE OF PUBLICATION |
| Thursday, May 17, 2001 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, January 30, 2001 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, November 29, 2000 | NON-FINAL ACTION MAILED |
| Thursday, November 9, 2000 | ASSIGNED TO EXAMINER |
| Wednesday, November 8, 2000 | ASSIGNED TO EXAMINER |