SCHWAB ALTERNATIVE INVESTMENT ACCESS Trademark

Trademark Overview

On Wednesday, July 15, 2015, a trademark application was filed for SCHWAB ALTERNATIVE INVESTMENT ACCESS with the United States Patent and Trademark Office. The USPTO has given the SCHWAB ALTERNATIVE INVESTMENT ACCESS trademark a serial number of 86693990. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Wednesday, July 6, 2022. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB ALTERNATIVE INVESTMENT ACCESS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

financial investment brokerage, financial investment services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes, and shareholder services in the nature of fund distribution services and providing financial information to investors, all in the field of unregistered alternative investment funds; financial information and analysis in the field of alternative investment funds

shareholder record keeping services
schwab alternative investment access

General Information

Serial Number86693990
Word MarkSCHWAB ALTERNATIVE INVESTMENT ACCESS
Filing DateWednesday, July 15, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, July 6, 2022
Registration Number5105950
Registration DateTuesday, December 20, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 2, 2016

Trademark Statements

Goods and Servicesfinancial investment brokerage, financial investment services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes, and shareholder services in the nature of fund distribution services and providing financial information to investors, all in the field of unregistered alternative investment funds; financial information and analysis in the field of alternative investment funds
Goods and Servicesshareholder record keeping services
Disclaimer with Predetermined Text"ALTERNATIVE INVESTMENT ACCESS"

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 21, 2015
Primary Code035
First Use Anywhere DateFriday, November 30, 2007
First Use In Commerce DateWednesday, July 1, 2015
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 21, 2015
Primary Code036
First Use Anywhere DateFriday, November 30, 2007
First Use In Commerce DateWednesday, July 1, 2015

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
Wednesday, July 6, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, July 6, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, July 5, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, January 28, 2022TEAS SECTION 8 & 15 RECEIVED
Monday, December 20, 2021COURTESY REMINDER - SEC. 8 (6-YR) 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
Tuesday, December 20, 2016REGISTERED-PRINCIPAL REGISTER
Saturday, November 12, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, November 11, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Saturday, October 8, 2016STATEMENT OF USE PROCESSING COMPLETE
Thursday, September 15, 2016USE AMENDMENT FILED
Monday, October 3, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, September 15, 2016TEAS STATEMENT OF USE RECEIVED
Tuesday, March 29, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 2, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 2, 2016PUBLISHED FOR OPPOSITION
Wednesday, January 13, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, October 19, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 30, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, September 29, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 29, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, September 5, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, September 5, 2015NON-FINAL ACTION E-MAILED
Saturday, September 5, 2015NON-FINAL ACTION WRITTEN
Saturday, September 5, 2015ASSIGNED TO EXAMINER
Tuesday, July 21, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, July 18, 2015NEW APPLICATION ENTERED

Related Keywords

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