SCHWAB INTELLIGENT INCOME Trademark

Trademark Overview


On Friday, October 26, 2018, a trademark application was filed for SCHWAB INTELLIGENT INCOME with the United States Patent and Trademark Office. The USPTO has given the SCHWAB INTELLIGENT INCOME trademark a serial number of 88171153. The federal status of this trademark filing is REGISTERED as of Tuesday, July 28, 2020. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB INTELLIGENT INCOME trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, retirement planning services; financial planning, investment and consulting services for retirement and retirement income; financial planning for retirement; financial retirement plan consulting services; financial advice and consultancy services; financial asset management; financial planning and investment advisory services; financial portfolio management; providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments; investment brokerage; investment consultation; investment management; investment advice
schwab intelligent income

General Information


Serial Number88171153
Word MarkSCHWAB INTELLIGENT INCOME
Filing DateFriday, October 26, 2018
Status700 - REGISTERED
Status DateTuesday, July 28, 2020
Registration Number6114235
Registration DateTuesday, July 28, 2020
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 16, 2019

Trademark Statements


Goods and ServicesFinancial services, namely, retirement planning services; financial planning, investment and consulting services for retirement and retirement income; financial planning for retirement; financial retirement plan consulting services; financial advice and consultancy services; financial asset management; financial planning and investment advisory services; financial portfolio management; providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments; investment brokerage; investment consultation; investment management; investment advice
Disclaimer with Predetermined Text"INCOME"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 9, 2018
Primary Code036
First Use Anywhere DateTuesday, January 7, 2020
First Use In Commerce DateTuesday, January 7, 2020

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
Tuesday, July 28, 2020REGISTERED-PRINCIPAL REGISTER
Wednesday, June 24, 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, June 23, 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, June 22, 2020STATEMENT OF USE PROCESSING COMPLETE
Friday, May 29, 2020USE AMENDMENT FILED
Thursday, June 18, 2020CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, May 29, 2020TEAS STATEMENT OF USE RECEIVED
Friday, November 1, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, October 30, 2019SOU EXTENSION 1 GRANTED
Wednesday, October 30, 2019SOU EXTENSION 1 FILED
Wednesday, October 30, 2019SOU TEAS EXTENSION RECEIVED
Tuesday, June 11, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 16, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 16, 2019PUBLISHED FOR OPPOSITION
Wednesday, March 27, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, March 4, 2019ASSIGNED TO LIE
Wednesday, February 13, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 6, 2019EXAMINER'S AMENDMENT ENTERED
Wednesday, February 6, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, February 6, 2019EXAMINERS AMENDMENT E-MAILED
Wednesday, February 6, 2019EXAMINERS AMENDMENT -WRITTEN
Monday, February 4, 2019ASSIGNED TO EXAMINER
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, November 9, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, October 30, 2018NEW APPLICATION ENTERED