SCHWAB DATA DELIVERY Trademark

Trademark Overview

On Friday, October 23, 2009, a trademark application was filed for SCHWAB DATA DELIVERY with the United States Patent and Trademark Office. The USPTO has given the SCHWAB DATA DELIVERY trademark a serial number of 77856105. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, November 4, 2021. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB DATA DELIVERY trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:

Downloadable computer software for use by investment managers for investment portfolio management, namely portfolio accounting, analysis of investments, downloading financial and investment information, client reporting, data management and reconciliation
schwab data delivery

General Information

Serial Number77856105
Word MarkSCHWAB DATA DELIVERY
Filing DateFriday, October 23, 2009
Status800 - REGISTERED AND RENEWED
Status DateThursday, November 4, 2021
Registration Number3987675
Registration DateTuesday, July 5, 2011
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 ServicesDownloadable computer software for use by investment managers for investment portfolio management, namely portfolio accounting, analysis of investments, downloading financial and investment information, client reporting, data management and reconciliation
Disclaimer with Predetermined Text"DATA DELIVERY"

Classification Information

International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateWednesday, October 28, 2009
Primary Code009
First Use Anywhere DateMonday, November 10, 2008
First Use In Commerce DateMonday, November 10, 2008

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
Thursday, November 4, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, November 4, 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, November 4, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, November 4, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, June 22, 2021TEAS SECTION 8 & 9 RECEIVED
Sunday, July 5, 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
Thursday, June 29, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, June 29, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, June 29, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, May 4, 2017TEAS SECTION 8 & 15 RECEIVED
Thursday, May 4, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, July 5, 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, July 5, 2011REGISTERED-PRINCIPAL REGISTER
Tuesday, April 19, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 19, 2011PUBLISHED FOR OPPOSITION
Saturday, March 12, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, March 11, 2011ASSIGNED TO LIE
Friday, February 18, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, February 18, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 16, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, February 16, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, August 23, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, August 23, 2010NON-FINAL ACTION E-MAILED
Monday, August 23, 2010NON-FINAL ACTION WRITTEN
Friday, July 30, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, July 29, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, July 29, 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, October 28, 2009NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, October 27, 2009NEW APPLICATION ENTERED

Related Keywords

delivery data schwab investment management portfolio client information financial reporting reconciliation downloading