| Serial Number | 87609940 |
| Word Mark | RULES OF MODERN INVESTING |
| Filing Date | Friday, September 15, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 3, 2018 |
| Registration Number | 5509951 |
| Registration Date | Tuesday, July 3, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 30, 2018 |
| Goods and Services | Banking services; providing financial and investment advice, analysis, management and consultation services; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of the forgoing; financial and investment services, namely, cash management account services; financial and investment services, namely, management of mutual funds, money market funds, exchange traded funds, index funds and managed accounts; wealth management services; investment management; financial planning and investment advisory services; retirement fund investment; providing a website containing financial and investment information for use by investors |
| 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 | Wednesday, September 20, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, September 21, 2017 |
| First Use In Commerce Date | Thursday, September 21, 2017 |
| 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, July 3, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 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 |
| 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 |
| Tuesday, July 3, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Saturday, May 26, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Friday, May 25, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, May 16, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, April 23, 2018 | USE AMENDMENT FILED |
| Monday, May 14, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, April 23, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, March 27, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, January 30, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 30, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 10, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, December 21, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 20, 2017 | ASSIGNED TO EXAMINER |
| Wednesday, September 20, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 19, 2017 | NEW APPLICATION ENTERED |