SCHWAB ADVISOR PROCONNECT Trademark

Trademark Overview


On Friday, April 18, 2025, a trademark application was filed for SCHWAB ADVISOR PROCONNECT with the United States Patent and Trademark Office. The USPTO has given the SCHWAB ADVISOR PROCONNECT trademark a serial number of 99144100. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, November 25, 2025. This trademark is owned by Charles Schwab and Company, Inc.. The SCHWAB ADVISOR PROCONNECT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Providing professional networking services for financial advisors and registered independent advisors (RIA); providing information about and making referrals in the field of investment advisory services concerning registered independent advisor (RIA) platforms; promoting the interests of financial advisors by means of promoting awareness of registered independent advisor (RIA) platforms; providing business information via a website in the field of investment advisory industry

Providing information about registered independent advisor (RIA) platforms
schwab advisor proconnect

General Information


Serial Number99144100
Word MarkSCHWAB ADVISOR PROCONNECT
Filing DateFriday, April 18, 2025
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, November 25, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 25, 2025

Trademark Statements


Goods and ServicesProviding professional networking services for financial advisors and registered independent advisors (RIA); providing information about and making referrals in the field of investment advisory services concerning registered independent advisor (RIA) platforms; promoting the interests of financial advisors by means of promoting awareness of registered independent advisor (RIA) platforms; providing business information via a website in the field of investment advisory industry
Goods and ServicesProviding information about registered independent advisor (RIA) platforms
NOT AVAILABLEADVISOR

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 18, 2025
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 28, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameCharles Schwab and Company, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWestlake, TX 60606

Party NameCharles Schwab and Company, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWestlake, TX 60606

Trademark Events


Event DateEvent Description
Friday, April 18, 2025NEW APPLICATION ENTERED
Friday, April 18, 2025APPLICATION FILING RECEIPT MAILED
Friday, July 11, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 12, 2025ASSIGNED TO EXAMINER
Saturday, September 13, 2025NON-FINAL ACTION WRITTEN
Saturday, September 13, 2025NON-FINAL ACTION E-MAILED
Saturday, September 13, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, October 28, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, October 28, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 28, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 30, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 19, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 25, 2025PUBLISHED FOR OPPOSITION
Tuesday, November 25, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED