| Serial Number | 78331759 |
| Word Mark | SCHWAB ADVISED INVESTING SIGNATURE |
| Filing Date | Friday, November 21, 2003 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, February 28, 2014 |
| Registration Number | 3269001 |
| Registration Date | Tuesday, July 24, 2007 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 27, 2005 |
| Disclaimer with Predetermined Text | ADVISED INVESTING |
| Goods and Services | Printed materials, namely, newsletters in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics |
| Goods and Services | providing information and analysis in the fields of economics and business, namely, industry and sector reports and forecasts, economic reports and forecasts |
| Goods and Services | Financial investment services, investment advice and investment brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; financial planning and financial portfolio management services; providing information and analysis in the fields of finance, investment, financial planning, and financial investment strategy; providing an interactive online computer database in the field of financial portfolio management, financial investing, finance, financial planning, financial news, financial information, and analysis in the fields of financial investing, finance, financial planning, financial decision making, financial investment research; financial analysis, namely, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; brokerage services and investment services provided electronically and via global information networks, namely, electronic trading for all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; financial portfolio management services provided via electronic communication networks; provision of news, information research, databases, and analysis in the fields of financial investing, finance, and financial planning via electronic communication networks; securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; bill payment services, namely, check writing; bill payment services; cash management account services; financial investment services, namely, fixed income investment services; electronic payment services, namely, electronic processing and transmission of bill payment data, and electronic fund transfer services |
| 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, February 28, 2014 |
| Primary Code | 016 |
| First Use Anywhere Date | Saturday, January 31, 2004 |
| First Use In Commerce Date | Saturday, January 31, 2004 |
| 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, February 28, 2014 |
| Primary Code | 035 |
| First Use Anywhere Date | Saturday, January 31, 2004 |
| First Use In Commerce Date | Saturday, January 31, 2004 |
| 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, February 28, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, January 31, 2004 |
| First Use In Commerce Date | Saturday, January 31, 2004 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| 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, February 28, 2014 | CANCELLED SEC. 8 (6-YR) |
| Thursday, October 25, 2012 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, October 25, 2012 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, September 24, 2009 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, September 24, 2009 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, July 24, 2007 | REGISTERED-PRINCIPAL REGISTER |
| Friday, May 11, 2007 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Friday, May 11, 2007 | ASSIGNED TO LIE |
| Wednesday, April 25, 2007 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, February 17, 2007 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, February 16, 2007 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, February 16, 2007 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, August 23, 2006 | NON-FINAL ACTION MAILED |
| Tuesday, August 22, 2006 | SU - NON-FINAL ACTION - WRITTEN |
| Thursday, August 3, 2006 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, June 20, 2006 | USE AMENDMENT FILED |
| Monday, June 26, 2006 | PAPER RECEIVED |
| Tuesday, December 20, 2005 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, September 27, 2005 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 7, 2005 | NOTICE OF PUBLICATION |
| Friday, May 27, 2005 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, May 20, 2005 | ASSIGNED TO LIE |
| Monday, May 16, 2005 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, April 25, 2005 | AMENDMENT FROM APPLICANT ENTERED |
| Monday, April 11, 2005 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 11, 2005 | PAPER RECEIVED |
| Friday, January 7, 2005 | FINAL REFUSAL MAILED |
| Friday, January 7, 2005 | FINAL REFUSAL WRITTEN |
| Thursday, December 30, 2004 | AMENDMENT FROM APPLICANT ENTERED |
| Friday, December 17, 2004 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, December 17, 2004 | PAPER RECEIVED |
| Monday, June 28, 2004 | NON-FINAL ACTION MAILED |
| Friday, June 18, 2004 | ASSIGNED TO EXAMINER |
| Monday, June 14, 2004 | ASSIGNED TO EXAMINER |
| Monday, December 15, 2003 | NEW APPLICATION ENTERED IN TRAM |