MANAGED ACCOUNT CONNECTION Trademark

Trademark Overview

On Friday, December 4, 2009, a trademark application was filed for MANAGED ACCOUNT CONNECTION with the United States Patent and Trademark Office. The USPTO has given the MANAGED ACCOUNT CONNECTION trademark a serial number of 77886173. The federal status of this trademark filing is REGISTERED AND RENEWED as of Sunday, August 29, 2021. This trademark is owned by Charles Schwab & Co., Inc.. The MANAGED ACCOUNT CONNECTION trademark is filed in the Insurance & Financial Services category with the following description:

Financial services provided to investors, namely, securities trading and brokerage services and custody of assets [; providing investment portfolio management services to investors through third party asset management and investment management firms; ] [ providing financial and investment information via a global computer network ]
managed account connection

General Information

Serial Number77886173
Word MarkMANAGED ACCOUNT CONNECTION
Filing DateFriday, December 4, 2009
Status800 - REGISTERED AND RENEWED
Status DateSunday, August 29, 2021
Registration Number4088426
Registration DateTuesday, January 17, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 5, 2011

Trademark Statements

Goods and ServicesFinancial services provided to investors, namely, securities trading and brokerage services and custody of assets [; providing investment portfolio management services to investors through third party asset management and investment management firms; ] [ providing financial and investment information via a global computer network ]
Disclaimer with Predetermined Text"MANAGED ACCOUNT"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, December 11, 2009
Primary Code036
First Use Anywhere DateFriday, February 19, 2010
First Use In Commerce DateFriday, February 19, 2010

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 Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94105
Party NameCharles Schwab & Co., Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94105

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
Sunday, August 29, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Sunday, August 29, 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Sunday, August 29, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Sunday, August 29, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, May 5, 2021TEAS SECTION 8 & 9 RECEIVED
Sunday, January 17, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, January 25, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, January 25, 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, January 24, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, January 4, 2018TEAS SECTION 8 & 15 RECEIVED
Thursday, January 4, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, January 17, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, October 25, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 25, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, January 17, 2012REGISTERED-PRINCIPAL REGISTER
Saturday, December 10, 2011NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, December 9, 2011LAW OFFICE REGISTRATION REVIEW COMPLETED
Wednesday, December 7, 2011ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, December 6, 2011STATEMENT OF USE PROCESSING COMPLETE
Wednesday, November 23, 2011USE AMENDMENT FILED
Tuesday, December 6, 2011CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, November 23, 2011TEAS STATEMENT OF USE RECEIVED
Tuesday, November 22, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, May 31, 2011NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 5, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 5, 2011PUBLISHED FOR OPPOSITION
Friday, February 25, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 23, 2011ASSIGNED TO LIE
Saturday, February 19, 2011ASSIGNED TO LIE
Tuesday, February 15, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, February 15, 2011EXAMINER'S AMENDMENT ENTERED
Tuesday, February 15, 2011NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, February 15, 2011EXAMINERS AMENDMENT E-MAILED
Tuesday, February 15, 2011EXAMINERS AMENDMENT -WRITTEN
Wednesday, September 1, 2010NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, September 1, 2010FINAL REFUSAL E-MAILED
Wednesday, September 1, 2010FINAL REFUSAL WRITTEN
Thursday, August 12, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, August 12, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, August 12, 2010ASSIGNED TO LIE
Wednesday, July 28, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, February 1, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, February 1, 2010NON-FINAL ACTION E-MAILED
Monday, February 1, 2010NON-FINAL ACTION WRITTEN
Thursday, January 28, 2010ASSIGNED TO EXAMINER
Friday, December 11, 2009NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, December 8, 2009NEW APPLICATION ENTERED

Related Keywords

connection account managed management investment services investors providing financial party asset information network