| Serial Number | 78313571 |
| Word Mark | SCHWAB ADVISOR TRANSITION SUPPORT |
| Filing Date | Tuesday, October 14, 2003 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, March 22, 2013 |
| Registration Number | 3130550 |
| Registration Date | Tuesday, August 15, 2006 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 1, 2005 |
| Disclaimer with Predetermined Text | ADVISOR or TRANSITION SUPPORT |
| Goods and Services | Business consultation services provided to investment advisors to institutionalize their practice in the field of succession planning; providing an online database featuring a list of advisory firms interested in merging with or acquiring a business |
| Goods and Services | Providing financial information, namely customized resources regarding financing mergers and acquisitions |
| Goods and Services | Educational services, namely providing workshops, seminars and conferences in the field of succession planning |
| 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, March 22, 2013 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, January 19, 2004 |
| First Use In Commerce Date | Monday, January 19, 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, March 22, 2013 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 19, 2004 |
| First Use In Commerce Date | Monday, January 19, 2004 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, March 22, 2013 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, January 13, 2004 |
| First Use In Commerce Date | Tuesday, January 13, 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, March 22, 2013 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, September 29, 2009 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, September 29, 2009 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, August 15, 2006 | REGISTERED-PRINCIPAL REGISTER |
| Friday, May 26, 2006 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Friday, May 19, 2006 | ASSIGNED TO LIE |
| Friday, May 19, 2006 | ASSIGNED TO LIE |
| Tuesday, May 16, 2006 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, May 16, 2006 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, April 20, 2006 | USE AMENDMENT FILED |
| Monday, April 24, 2006 | PAPER RECEIVED |
| Tuesday, January 24, 2006 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 1, 2005 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 12, 2005 | NOTICE OF PUBLICATION |
| Friday, September 16, 2005 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, September 9, 2005 | ASSIGNED TO LIE |
| Thursday, September 8, 2005 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, September 8, 2005 | EXAMINERS AMENDMENT MAILED |
| Thursday, September 8, 2005 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, September 8, 2005 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, August 31, 2005 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, August 30, 2005 | EXAMINERS AMENDMENT MAILED |
| Tuesday, August 30, 2005 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, August 15, 2005 | AMENDMENT FROM APPLICANT ENTERED |
| Wednesday, August 10, 2005 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 10, 2005 | PAPER RECEIVED |
| Thursday, February 10, 2005 | FINAL REFUSAL MAILED |
| Thursday, February 10, 2005 | FINAL REFUSAL WRITTEN |
| Thursday, December 16, 2004 | AMENDMENT FROM APPLICANT ENTERED |
| Friday, November 19, 2004 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, November 19, 2004 | PAPER RECEIVED |
| Friday, May 21, 2004 | NON-FINAL ACTION MAILED |
| Wednesday, May 12, 2004 | ASSIGNED TO EXAMINER |