| Serial Number | 87928097 |
| Word Mark | SCHWAB INTELLIGENT PORTFOLIOS PREMIUM |
| Filing Date | Friday, May 18, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 31, 2020 |
| Registration Number | 6024745 |
| Registration Date | Tuesday, March 31, 2020 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 27, 2018 |
| 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 |
| Disclaimer with Predetermined Text | "PORTFOLIOS PREMIUM" |
| 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 | 6 - Active |
| Class Status Date | Tuesday, May 29, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, March 27, 2019 |
| First Use In Commerce Date | Wednesday, March 27, 2019 |
| 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 | 6 - Active |
| Class Status Date | Tuesday, May 29, 2018 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, March 27, 2019 |
| First Use In Commerce Date | Wednesday, March 27, 2019 |
| 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 |
| Thursday, December 7, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 7, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, December 7, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, December 7, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, December 7, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, January 30, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, January 30, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, January 30, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, January 30, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, March 31, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Friday, February 28, 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Thursday, February 27, 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, February 6, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, February 6, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 5, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, August 9, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, August 9, 2019 | NON-FINAL ACTION E-MAILED |
| Friday, August 9, 2019 | SU - NON-FINAL ACTION - WRITTEN |
| Tuesday, August 6, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, July 15, 2019 | USE AMENDMENT FILED |
| Tuesday, August 6, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, July 15, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, January 24, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, January 24, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, January 22, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 27, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 27, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 7, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, October 25, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Sunday, October 21, 2018 | ASSIGNED TO LIE |
| Monday, October 8, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, October 8, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Monday, October 8, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, October 8, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Monday, October 8, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, September 28, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, September 28, 2018 | NON-FINAL ACTION E-MAILED |
| Friday, September 28, 2018 | NON-FINAL ACTION WRITTEN |
| Monday, September 10, 2018 | ASSIGNED TO EXAMINER |
| Tuesday, May 29, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 22, 2018 | NEW APPLICATION ENTERED |