SCHWAB ALTERNATIVE INVESTMENT ONESOURCE Trademark

Trademark Overview

On Tuesday, August 6, 2013, a trademark application was filed for SCHWAB ALTERNATIVE INVESTMENT ONESOURCE with the United States Patent and Trademark Office. The USPTO has given the SCHWAB ALTERNATIVE INVESTMENT ONESOURCE trademark a serial number of 86030367. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, October 28, 2024. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB ALTERNATIVE INVESTMENT ONESOURCE 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 securities trade execution services and providing financial information to investors, all in the field of registered and unregistered alternative investment funds; financial information and analysis in the field of alternative investment funds

Shareholder record keeping services
schwab alternative investment onesource

General Information

Serial Number86030367
Word MarkSCHWAB ALTERNATIVE INVESTMENT ONESOURCE
Filing DateTuesday, August 6, 2013
Status800 - REGISTERED AND RENEWED
Status DateMonday, October 28, 2024
Registration Number4618554
Registration DateTuesday, October 7, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 15, 2014

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 securities trade execution services and providing financial information to investors, all in the field of registered and unregistered alternative investment funds; financial information and analysis in the field of alternative investment funds
Goods and ServicesShareholder record keeping services
NOT AVAILABLE"ALTERNATIVE INVESTMENT"

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, February 18, 2014
Primary Code035
First Use Anywhere DateThursday, October 24, 2013
First Use In Commerce DateThursday, October 24, 2013
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, August 14, 2013
Primary Code036
First Use Anywhere DateThursday, October 24, 2013
First Use In Commerce DateThursday, October 24, 2013

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
Wednesday, August 14, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 24, 2013ASSIGNED TO EXAMINER
Thursday, October 31, 2013NON-FINAL ACTION WRITTEN
Thursday, October 31, 2013NON-FINAL ACTION E-MAILED
Thursday, October 31, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, February 13, 2014EXAMINERS AMENDMENT -WRITTEN
Thursday, February 13, 2014EXAMINERS AMENDMENT E-MAILED
Thursday, February 13, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, February 13, 2014EXAMINER'S AMENDMENT ENTERED
Tuesday, February 18, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, April 15, 2014PUBLISHED FOR OPPOSITION
Monday, July 21, 2014TEAS STATEMENT OF USE RECEIVED
Friday, August 9, 2013NEW APPLICATION ENTERED
Friday, March 7, 2014ASSIGNED TO LIE
Saturday, March 8, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, March 26, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 15, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 10, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, October 7, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, July 21, 2014USE AMENDMENT FILED
Friday, August 8, 2014STATEMENT OF USE PROCESSING COMPLETE
Friday, August 8, 2014CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, September 1, 2014ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, September 2, 2014NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, October 7, 2014REGISTERED-PRINCIPAL REGISTER
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, January 8, 2020TEAS SECTION 8 & 15 RECEIVED
Friday, March 6, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, January 30, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, January 8, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, March 4, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, March 6, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, January 30, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, January 30, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, January 30, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, December 7, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, December 7, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, December 7, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, December 7, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, December 7, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 28, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, October 28, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, October 28, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, October 28, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, July 31, 2024TEAS SECTION 8 & 9 RECEIVED
Saturday, October 7, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Related Keywords

onesource investment alternative schwab financial services shareholder information field funds record keeping