SCHWAB INTELLIGENT ADVISORY Trademark

Trademark Overview


On Thursday, July 28, 2016, a trademark application was filed for SCHWAB INTELLIGENT ADVISORY with the United States Patent and Trademark Office. The USPTO has given the SCHWAB INTELLIGENT ADVISORY trademark a serial number of 87118944. The federal status of this trademark filing is ABANDONED - NO STATEMENT OF USE FILED as of Monday, October 1, 2018. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB INTELLIGENT ADVISORY trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Paper & Printed Material Products, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

providing downloadable customized personal financial plans; downloadable electronic newsletters in the fields of financial investments and personal financial planning; online, downloadable reports in the nature of white papers in the fields of financial investments and personal financial planning

providing printed, customized, personal financial plans

educational services, namely, providing webcasts and online workshops in the fields of financial investments and personal financial planning; educational services, namely, providing live workshops and seminars in the fields of financial investments and personal financial planning

providing temporary use of online, non-downloadable interactive software that features news and research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments
schwab intelligent advisory

General Information


Serial Number87118944
Word MarkSCHWAB INTELLIGENT ADVISORY
Filing DateThursday, July 28, 2016
Status606 - ABANDONED - NO STATEMENT OF USE FILED
Status DateMonday, October 1, 2018
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 3, 2017

Trademark Statements


Disclaimer with Predetermined Text"ADVISORY"
Goods and Servicesproviding downloadable customized personal financial plans; downloadable electronic newsletters in the fields of financial investments and personal financial planning; online, downloadable reports in the nature of white papers in the fields of financial investments and personal financial planning
Goods and Servicesproviding printed, customized, personal financial plans
Goods and Serviceseducational services, namely, providing webcasts and online workshops in the fields of financial investments and personal financial planning; educational services, namely, providing live workshops and seminars in the fields of financial investments and personal financial planning
Goods and Servicesproviding temporary use of online, non-downloadable interactive software that features news and research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments

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 DateTuesday, August 2, 2016
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class016 - 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 Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateTuesday, August 2, 2016
Primary Code016
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateTuesday, August 2, 2016
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateTuesday, August 2, 2016
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


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
Monday, October 1, 2018ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED
Monday, October 1, 2018ABANDONMENT - NO USE STATEMENT FILED
Wednesday, February 28, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, February 26, 2018EXTENSION 2 GRANTED
Monday, February 26, 2018EXTENSION 2 FILED
Monday, February 26, 2018TEAS EXTENSION RECEIVED
Wednesday, September 27, 2017CORRECTED NOA E-MAILED
Thursday, September 14, 2017NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, September 14, 2017CORRECTED NOA E-MAILED
Wednesday, September 13, 2017EXTENSION 1 GRANTED
Monday, August 28, 2017EXTENSION 1 FILED
Wednesday, September 13, 2017DIVISIONAL PROCESSING COMPLETE
Monday, August 28, 2017DIVISIONAL REQUEST RECEIVED
Tuesday, September 12, 2017CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, August 28, 2017TEAS REQUEST TO DIVIDE RECEIVED
Monday, August 28, 2017TEAS EXTENSION RECEIVED
Tuesday, February 28, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, January 3, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 3, 2017PUBLISHED FOR OPPOSITION
Wednesday, December 14, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, November 21, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, November 18, 2016EXAMINER'S AMENDMENT ENTERED
Friday, November 18, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, November 18, 2016EXAMINERS AMENDMENT E-MAILED
Friday, November 18, 2016EXAMINERS AMENDMENT -WRITTEN
Wednesday, November 16, 2016NOTIFICATION OF PRIORITY ACTION E-MAILED
Wednesday, November 16, 2016PRIORITY ACTION E-MAILED
Wednesday, November 16, 2016PRIORITY ACTION WRITTEN
Wednesday, November 9, 2016ASSIGNED TO EXAMINER
Tuesday, August 2, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, August 1, 2016NEW APPLICATION ENTERED IN TRAM