SCHWAB ADVISOR UNIVERSITY Trademark

Trademark Overview


On Thursday, December 17, 2009, a trademark application was filed for SCHWAB ADVISOR UNIVERSITY with the United States Patent and Trademark Office. The USPTO has given the SCHWAB ADVISOR UNIVERSITY trademark a serial number of 77895823. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, August 2, 2021. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB ADVISOR UNIVERSITY trademark is filed in the Education & Entertainment Services category with the following description:

Educational services, namely, providing online training sessions for investment advisors in the fields of practice management, financial software [, trading and analysis of investments, finances and financial planning ]
schwab advisor university

General Information


Serial Number77895823
Word MarkSCHWAB ADVISOR UNIVERSITY
Filing DateThursday, December 17, 2009
Status800 - REGISTERED AND RENEWED
Status DateMonday, August 2, 2021
Registration Number4067855
Registration DateTuesday, December 6, 2011
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 1, 2011

Trademark Statements


Goods and ServicesEducational services, namely, providing online training sessions for investment advisors in the fields of practice management, financial software [, trading and analysis of investments, finances and financial planning ]
Disclaimer with Predetermined Text"ADVISOR"

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, December 23, 2009
Primary Code041
First Use Anywhere DateWednesday, June 16, 2010
First Use In Commerce DateWednesday, June 16, 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
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
Monday, August 2, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, August 2, 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, August 2, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, August 2, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, April 19, 2021TEAS SECTION 8 & 9 RECEIVED
Sunday, December 6, 2020COURTESY 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
Friday, April 14, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, April 13, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, April 13, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, February 14, 2017TEAS SECTION 8 & 15 RECEIVED
Tuesday, February 14, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 6, 2016COURTESY 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, December 6, 2011REGISTERED-PRINCIPAL REGISTER
Wednesday, November 2, 2011NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, November 1, 2011LAW OFFICE REGISTRATION REVIEW COMPLETED
Monday, October 31, 2011ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, October 28, 2011STATEMENT OF USE PROCESSING COMPLETE
Wednesday, October 26, 2011USE AMENDMENT FILED
Thursday, October 27, 2011CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, October 26, 2011TEAS STATEMENT OF USE RECEIVED
Tuesday, April 26, 2011NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 1, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 1, 2011PUBLISHED FOR OPPOSITION
Friday, January 21, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, January 20, 2011EXPARTE APPEAL TERMINATED
Thursday, January 20, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, January 20, 2011EXAMINER'S AMENDMENT ENTERED
Wednesday, January 19, 2011NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, January 19, 2011EXAMINERS AMENDMENT E-MAILED
Wednesday, January 19, 2011EXAMINERS AMENDMENT -WRITTEN
Tuesday, December 7, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 7, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, December 6, 2010TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, December 6, 2010EX PARTE APPEAL-INSTITUTED
Monday, December 6, 2010JURISDICTION RESTORED TO EXAMINING ATTORNEY
Monday, December 6, 2010EXPARTE APPEAL RECEIVED AT TTAB
Monday, June 21, 2010NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, June 21, 2010FINAL REFUSAL E-MAILED
Monday, June 21, 2010FINAL REFUSAL WRITTEN
Friday, May 28, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 28, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 28, 2010ASSIGNED TO LIE
Wednesday, May 12, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, February 1, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, February 1, 2010NON-FINAL ACTION E-MAILED
Monday, February 1, 2010NON-FINAL ACTION WRITTEN
Thursday, January 28, 2010ASSIGNED TO EXAMINER
Wednesday, December 23, 2009NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, December 21, 2009NEW APPLICATION ENTERED