| Serial Number | 90687834 |
| Word Mark | MONEYWISE AMERICA |
| Filing Date | Monday, May 3, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 13, 2022 |
| Registration Number | 6848159 |
| Registration Date | Tuesday, September 13, 2022 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 26, 2021 |
| Goods and Services | Educational services, namely, providing programs, classes, courses, workshops, and seminars in the fields of financial planning, financial management, financial instruments, debt management, and the creation of personalized strategies to achieve financial independence; Providing educational programs, classes, courses, workshops, and seminars for youth in the fields of financial planning, financial management, financial instruments, debt management, and the creation of personalized strategies to achieve financial independence; providing a website featuring non-downloadable videos in the fields of financial planning, financial management, financial instruments, debt management, and the creation of personalized strategies to achieve financial independence |
| Goods and Services | Downloadable documents in the fields of financial planning, financial management, financial instruments, debt management, and the creation of personalized strategies to achieve financial independence |
| Disclaimer with Predetermined Text | "AMERICA" |
| 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 | 6 - Active |
| Class Status Date | Thursday, August 5, 2021 |
| Primary Code | 009 |
| First Use Anywhere Date | Tuesday, August 31, 2021 |
| First Use In Commerce Date | Tuesday, August 31, 2021 |
| 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 | Thursday, August 5, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, August 31, 2021 |
| First Use In Commerce Date | Tuesday, August 31, 2021 |
| 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 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 |
| 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 |
| 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 |
| Tuesday, September 13, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, September 13, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, August 11, 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, August 10, 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, July 15, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, June 21, 2022 | USE AMENDMENT FILED |
| Thursday, July 14, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, June 21, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, December 21, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, October 26, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 26, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 6, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, September 16, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, September 16, 2021 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, September 16, 2021 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, September 16, 2021 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, September 16, 2021 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, September 8, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, September 8, 2021 | NON-FINAL ACTION E-MAILED |
| Wednesday, September 8, 2021 | NON-FINAL ACTION WRITTEN |
| Saturday, August 28, 2021 | ASSIGNED TO EXAMINER |
| Thursday, August 5, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, May 6, 2021 | NEW APPLICATION ENTERED |