MANAGED ACCOUNT ACCESS Trademark

Trademark Overview

On Wednesday, May 11, 2005, a trademark application was filed for MANAGED ACCOUNT ACCESS with the United States Patent and Trademark Office. The USPTO has given the MANAGED ACCOUNT ACCESS trademark a serial number of 78627452. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, October 26, 2016. This trademark is owned by Charles Schwab & Co., Inc.. The MANAGED ACCOUNT ACCESS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services provided to investment advisors [ and consultants, ] namely, providing custody of assets, [ financial research, ] access to financial research tools, securities trading and brokerage services, investment performance reporting and asset allocation tools in the nature of online, interactive financial calculators and questionnaires for use in financial planning and analysis, investment consultation, investment management, and investment of assets for others
managed account access

General Information

Serial Number78627452
Word MarkMANAGED ACCOUNT ACCESS
Filing DateWednesday, May 11, 2005
Status800 - REGISTERED AND RENEWED
Status DateWednesday, October 26, 2016
Registration Number3238478
Registration DateTuesday, May 1, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial services provided to investment advisors [ and consultants, ] namely, providing custody of assets, [ financial research, ] access to financial research tools, securities trading and brokerage services, investment performance reporting and asset allocation tools in the nature of online, interactive financial calculators and questionnaires for use in financial planning and analysis, investment consultation, investment management, and investment of assets for others

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 17, 2005
Primary Code036
First Use Anywhere DateTuesday, August 9, 2005
First Use In Commerce DateTuesday, August 9, 2005

Trademark Owner History

Party NameCharles Schwab & Co., Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWestlake, TX 76262
Party NameCharles Schwab & Co., Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94104

Trademark Events

Event DateEvent Description
Thursday, December 7, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, December 7, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, December 7, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, December 7, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, December 7, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, January 30, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, January 30, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, January 30, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, January 30, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, October 26, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, October 26, 2016REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, October 26, 2016REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, October 26, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, August 10, 2016TEAS SECTION 8 & 9 RECEIVED
Wednesday, August 10, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, May 1, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, March 29, 2013NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Friday, March 29, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, March 29, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, March 21, 2013TEAS SECTION 8 RECEIVED
Thursday, March 21, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, October 25, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 25, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, September 24, 2009APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, September 24, 2009TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, May 1, 2007REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, March 20, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, March 20, 2007EXAMINERS AMENDMENT MAILED
Monday, March 19, 2007APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, March 19, 2007USE AMENDMENT ACCEPTED
Monday, March 19, 2007EXAMINER'S AMENDMENT ENTERED
Monday, March 19, 2007EXAMINERS AMENDMENT -WRITTEN
Saturday, March 17, 2007AMENDMENT TO USE PROCESSING COMPLETE
Friday, February 9, 2007USE AMENDMENT FILED
Saturday, March 17, 2007AMENDMENT FROM APPLICANT ENTERED
Friday, February 9, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, March 17, 2007ASSIGNED TO LIE
Friday, February 9, 2007PAPER RECEIVED
Tuesday, August 8, 2006FINAL REFUSAL MAILED
Monday, August 7, 2006FINAL REFUSAL WRITTEN
Thursday, June 15, 2006AMENDMENT FROM APPLICANT ENTERED
Thursday, May 25, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, May 25, 2006PAPER RECEIVED
Thursday, December 15, 2005NON-FINAL ACTION MAILED
Wednesday, December 14, 2005NON-FINAL ACTION WRITTEN
Thursday, December 8, 2005ASSIGNED TO EXAMINER
Tuesday, May 17, 2005NEW APPLICATION ENTERED

Related Keywords

access account managed financial investment services tools assets research interactive online allocation nature