| Serial Number | 87975844 |
| Word Mark | SCHWAB INTELLIGENT ADVISORY |
| Filing Date | Thursday, July 28, 2016 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Monday, July 22, 2024 |
| Registration Number | 5377024 |
| Registration Date | Tuesday, January 9, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 3, 2017 |
| Goods and Services | providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, and monitoring for investment purposes of financial and investment account transactions and account balances, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financial and investment advice, analysis and consultation services; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services, all by means of a global computer network, by wireless mobile devices and by telephone |
| NOT AVAILABLE | "ADVISORY" |
| Goods and Services | providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial investment accounts; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; providing temporary use of online non-downloadable interactive financial planning software |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Monday, July 22, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 14, 2017 |
| First Use In Commerce Date | Tuesday, March 14, 2017 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Monday, July 22, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, March 14, 2017 |
| First Use In Commerce Date | Tuesday, March 14, 2017 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, TX 76262 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Event Date | Event Description |
| Wednesday, November 16, 2016 | PRIORITY ACTION WRITTEN |
| Monday, August 1, 2016 | NEW APPLICATION ENTERED |
| Tuesday, August 2, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, November 9, 2016 | ASSIGNED TO EXAMINER |
| Wednesday, November 16, 2016 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Wednesday, November 16, 2016 | PRIORITY ACTION E-MAILED |
| Friday, November 18, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, November 18, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Friday, November 18, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, November 18, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Monday, November 21, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 14, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 3, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 3, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 28, 2017 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, August 28, 2017 | TEAS STATEMENT OF USE RECEIVED |
| Monday, August 28, 2017 | TEAS REQUEST TO DIVIDE RECEIVED |
| Tuesday, September 12, 2017 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, September 13, 2017 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, August 28, 2017 | DIVISIONAL REQUEST RECEIVED |
| Monday, August 28, 2017 | USE AMENDMENT FILED |
| Wednesday, September 13, 2017 | DIVISIONAL PROCESSING COMPLETE |
| Thursday, September 28, 2017 | SU - NON-FINAL ACTION - WRITTEN |
| Thursday, September 28, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, September 28, 2017 | NON-FINAL ACTION E-MAILED |
| Friday, November 17, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, November 30, 2017 | ASSIGNED TO LIE |
| Tuesday, December 5, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, December 5, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, December 7, 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, January 9, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, December 6, 2017 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, January 24, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, January 24, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, January 9, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, January 30, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, December 7, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, January 30, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, January 30, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, January 30, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 7, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, December 7, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, July 22, 2024 | CANCELLED SEC. 8 (6-YR) |
| Thursday, December 7, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, December 7, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |