| Serial Number | 78331765 |
| Word Mark | SCHWAB INDEPENDENT INVESTING FOUNDATIONAL |
| Filing Date | Friday, November 21, 2003 |
| Status | 606 - ABANDONED - NO STATEMENT OF USE FILED |
| Status Date | Tuesday, May 30, 2006 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 6, 2005 |
| Disclaimer with Predetermined Text | INDEPENDENT INVESTING |
| Goods and Services | Downloadable electronic publications in the nature of booklets, newsletters, research reports, workbooks, leaflets, brochures, and pamphlets, in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics; downloadable software for use by investors in the trading and analysis of investments, finances, financial markets, and financial planning, via a global computer network, namely, software for electronic trading in all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; downloadable software for providing financial and investment information, financial and investment news, and financial and investment research; downloadable software for maintaining financial and investment databases |
| Goods and Services | Printed materials, namely, booklets, newsletters, research reports, workbooks, leaflets, brochures, and pamphlets in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics |
| Goods and Services | Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement planning, and wealth management; providing information and analysis in the fields of economics and business, namely, industry and sector reports and forecasts, economic reports and forecasts; provision of news, information, research, databases, and analysis in the field of economics via electronic communication networks |
| Goods and Services | Financial investment services, investment advice and investment management services, and investment brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; financial planning and financial portfolio management services; banking services; Insurance brokerage services; annuity investment services; providing information and analysis in the fields of finance, investment, financial planning, and financial investment strategy; providing an interactive online computer database in the field of financial portfolio management, financial investing, finance, financial planning, financial news, financial information, and analysis in the fields of financial investing, finance, financial planning, financial decision making, financial investment research; financial analysis, namely, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; brokerage services and investment services provided electronically and via global information networks, namely, electronic trading for all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; financial portfolio management services provided via electronic communication networks; provision of news, information research, databases, and analysis in the fields of financial investing, finance, and financial planning via electronic communication networks; securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; credit card and debit card services; bill payment services, namely, check writing; bill payment services; cash management account services; financial investment services, namely, fixed income investment services; electronic payment services, namely, electronic processing and transmission of bill payment data, and electronic fund transfer services |
| Goods and Services | Educational services, namely, conducting seminars and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation |
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, December 15, 2003 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, December 15, 2003 |
| Primary Code | 016 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, December 15, 2003 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, December 15, 2003 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, December 15, 2003 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 |
| Tuesday, August 1, 2006 | ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED |
| Tuesday, August 1, 2006 | ABANDONMENT - NO USE STATEMENT FILED |
| Tuesday, November 29, 2005 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, September 6, 2005 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 17, 2005 | NOTICE OF PUBLICATION |
| Tuesday, May 3, 2005 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, April 29, 2005 | ASSIGNED TO LIE |
| Monday, April 25, 2005 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, April 25, 2005 | AMENDMENT FROM APPLICANT ENTERED |
| Monday, April 11, 2005 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 11, 2005 | PAPER RECEIVED |
| Wednesday, January 12, 2005 | FINAL REFUSAL MAILED |
| Tuesday, January 11, 2005 | FINAL REFUSAL WRITTEN |
| Monday, December 27, 2004 | AMENDMENT FROM APPLICANT ENTERED |
| Monday, December 13, 2004 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, December 13, 2004 | PAPER RECEIVED |
| Tuesday, June 15, 2004 | NON-FINAL ACTION MAILED |
| Monday, June 14, 2004 | ASSIGNED TO EXAMINER |
| Monday, December 15, 2003 | NEW APPLICATION ENTERED IN TRAM |