SCHWAB ADVISOR TRANSITION SERVICES Trademark

Trademark Overview

On Tuesday, April 6, 2010, a trademark application was filed for SCHWAB ADVISOR TRANSITION SERVICES with the United States Patent and Trademark Office. The USPTO has given the SCHWAB ADVISOR TRANSITION SERVICES trademark a serial number of 85007236. The federal status of this trademark filing is REGISTERED AND RENEWED as of Sunday, April 2, 2023. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB ADVISOR TRANSITION SERVICES trademark is filed in the Advertising, Business and Retail Services category with the following description:

[ Business consultation services for investment advisors in the field of succession planning; ] business consultation services for investment advisors in the fields of business and strategic planning, business formation, business development [; providing an online computer database in the fields of business information and contacts featuring advisory firms interested in merging with or acquiring a business; providing an online computer database in the fields of business information and contacts featuring investment advisors interested in working with registered investment advisors ][ ; providing an online computer database in the fields of business information and contacts relating to compensation ]
schwab advisor transition services

General Information

Serial Number85007236
Word MarkSCHWAB ADVISOR TRANSITION SERVICES
Filing DateTuesday, April 6, 2010
Status800 - REGISTERED AND RENEWED
Status DateSunday, April 2, 2023
Registration Number4222303
Registration DateTuesday, October 9, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 19, 2011

Trademark Statements

Goods and Services[ Business consultation services for investment advisors in the field of succession planning; ] business consultation services for investment advisors in the fields of business and strategic planning, business formation, business development [; providing an online computer database in the fields of business information and contacts featuring advisory firms interested in merging with or acquiring a business; providing an online computer database in the fields of business information and contacts featuring investment advisors interested in working with registered investment advisors ][ ; providing an online computer database in the fields of business information and contacts relating to compensation ]
Disclaimer with Predetermined Text"ADVISOR" AND "TRANSITION SERVICES"

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, April 12, 2010
Primary Code035
First Use Anywhere DateSunday, October 31, 2010
First Use In Commerce DateSunday, October 31, 2010

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 94105

Trademark Events

Event DateEvent Description
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
Sunday, April 2, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Sunday, April 2, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Sunday, April 2, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Sunday, April 2, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
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
Wednesday, September 21, 2022TEAS SECTION 8 & 9 RECEIVED
Saturday, October 9, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, March 15, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, March 15, 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, March 14, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, March 2, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, March 2, 2018TEAS SECTION 8 & 15 RECEIVED
Monday, October 9, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, October 25, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 25, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, October 9, 2012REGISTERED-PRINCIPAL REGISTER
Friday, September 7, 2012NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, September 6, 2012LAW OFFICE REGISTRATION REVIEW COMPLETED
Monday, August 27, 2012ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, August 2, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 1, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 1, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, February 3, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, February 3, 2012NON-FINAL ACTION E-MAILED
Friday, February 3, 2012SU - NON-FINAL ACTION - WRITTEN
Friday, January 13, 2012STATEMENT OF USE PROCESSING COMPLETE
Wednesday, December 14, 2011USE AMENDMENT FILED
Friday, January 13, 2012CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, December 14, 2011TEAS STATEMENT OF USE RECEIVED
Wednesday, December 14, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, December 14, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, December 14, 2011TEAS POST PUBLICATION AMENDMENT RECEIVED
Tuesday, June 14, 2011NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 19, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 19, 2011PUBLISHED FOR OPPOSITION
Saturday, March 12, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, March 10, 2011ASSIGNED TO LIE
Tuesday, February 15, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, February 15, 2011EXAMINER'S AMENDMENT ENTERED
Tuesday, February 15, 2011NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, February 15, 2011EXAMINERS AMENDMENT E-MAILED
Tuesday, February 15, 2011EXAMINERS AMENDMENT -WRITTEN
Friday, January 14, 2011NOTIFICATION OF FINAL REFUSAL EMAILED
Friday, January 14, 2011FINAL REFUSAL E-MAILED
Friday, January 14, 2011FINAL REFUSAL WRITTEN
Thursday, December 16, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, December 16, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 16, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, June 18, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, June 18, 2010NON-FINAL ACTION E-MAILED
Friday, June 18, 2010NON-FINAL ACTION WRITTEN
Friday, June 18, 2010ASSIGNED TO EXAMINER
Monday, April 12, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, April 9, 2010NEW APPLICATION ENTERED

Related Keywords

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