SCHWAB ADVISOR PORTFOLIO CONNECT Trademark

Trademark Overview

On Tuesday, July 7, 2015, a trademark application was filed for SCHWAB ADVISOR PORTFOLIO CONNECT with the United States Patent and Trademark Office. The USPTO has given the SCHWAB ADVISOR PORTFOLIO CONNECT trademark a serial number of 86685746. The federal status of this trademark filing is REGISTERED as of Tuesday, April 2, 2019. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB ADVISOR PORTFOLIO CONNECT trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

providing information for investment advisors, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks

data processing services in the field of investment portfolio management; business services, namely, providing data aggregation and analysis services for investment advisors; business services, namely, aggregating investment portfolio data from multiple investment accounts for use by investment advisors

computer technical support services, namely, troubleshooting of computer software problems provided via the internet; hosting of digital content on the internet; providing temporary use of online, non-downloadable computer software to investment advisors for use in connection with managing, accounting of and preparing reports for client investment accounts; providing temporary use of online, non-downloadable computer software to investment advisors for tracking performance of client investments
schwab advisor portfolio connect

General Information

Serial Number86685746
Word MarkSCHWAB ADVISOR PORTFOLIO CONNECT
Filing DateTuesday, July 7, 2015
Status700 - REGISTERED
Status DateTuesday, April 2, 2019
Registration Number5715756
Registration DateTuesday, April 2, 2019
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 1, 2015

Trademark Statements

Goods and Servicesproviding information for investment advisors, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks
Goods and Servicesdata processing services in the field of investment portfolio management; business services, namely, providing data aggregation and analysis services for investment advisors; business services, namely, aggregating investment portfolio data from multiple investment accounts for use by investment advisors
Disclaimer with Predetermined Text"ADVISOR PORTFOLIO"
Goods and Servicescomputer technical support services, namely, troubleshooting of computer software problems provided via the internet; hosting of digital content on the internet; providing temporary use of online, non-downloadable computer software to investment advisors for use in connection with managing, accounting of and preparing reports for client investment accounts; providing temporary use of online, non-downloadable computer software to investment advisors for tracking performance of client investments

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, July 10, 2015
Primary Code035
First Use Anywhere DateMonday, October 1, 2018
First Use In Commerce DateMonday, October 1, 2018
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, July 10, 2015
Primary Code036
First Use Anywhere DateMonday, October 1, 2018
First Use In Commerce DateMonday, October 1, 2018
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, July 10, 2015
Primary Code042
First Use Anywhere DateMonday, October 1, 2018
First Use In Commerce DateMonday, October 1, 2018

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 95105

Trademark Events

Event DateEvent Description
Tuesday, April 2, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
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
Tuesday, April 2, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, February 26, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, February 25, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, January 31, 2019STATEMENT OF USE PROCESSING COMPLETE
Thursday, January 24, 2019USE AMENDMENT FILED
Thursday, January 24, 2019TEAS STATEMENT OF USE 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, July 11, 2018APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, July 11, 2018TEAS CHANGE OF OWNER ADDRESS RECEIVED
Saturday, July 7, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, July 6, 2018SOU EXTENSION 5 GRANTED
Friday, June 29, 2018SOU EXTENSION 5 FILED
Friday, July 6, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, June 29, 2018SOU TEAS EXTENSION RECEIVED
Friday, January 12, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, January 10, 2018SOU EXTENSION 4 GRANTED
Wednesday, January 10, 2018SOU EXTENSION 4 FILED
Wednesday, January 10, 2018SOU TEAS EXTENSION RECEIVED
Tuesday, July 4, 2017NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, June 30, 2017SOU EXTENSION 3 GRANTED
Friday, June 30, 2017SOU EXTENSION 3 FILED
Friday, June 30, 2017SOU TEAS EXTENSION RECEIVED
Friday, December 30, 2016NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, December 28, 2016SOU EXTENSION 2 GRANTED
Wednesday, December 28, 2016SOU EXTENSION 2 FILED
Wednesday, December 28, 2016SOU TEAS EXTENSION RECEIVED
Saturday, July 2, 2016NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, June 30, 2016SOU EXTENSION 1 GRANTED
Thursday, June 30, 2016SOU EXTENSION 1 FILED
Thursday, June 30, 2016SOU TEAS EXTENSION RECEIVED
Tuesday, January 26, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, December 1, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 1, 2015PUBLISHED FOR OPPOSITION
Wednesday, November 11, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, October 29, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, October 27, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, October 27, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 27, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 20, 2015ASSIGNED TO LIE
Tuesday, September 29, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sunday, September 13, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, September 13, 2015NON-FINAL ACTION E-MAILED
Sunday, September 13, 2015NON-FINAL ACTION WRITTEN
Saturday, September 5, 2015ASSIGNED TO EXAMINER
Friday, July 10, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, July 10, 2015NEW APPLICATION ENTERED

Related Keywords

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