SCHWAB INTELLIGENT TECHNOLOGIES Trademark

Trademark Overview

On Friday, July 8, 2011, a trademark application was filed for SCHWAB INTELLIGENT TECHNOLOGIES with the United States Patent and Trademark Office. The USPTO has given the SCHWAB INTELLIGENT TECHNOLOGIES trademark a serial number of 85366886. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, June 14, 2024. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB INTELLIGENT TECHNOLOGIES trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Education & Entertainment Services categories with the following description:

[ Educational services, namely, providing training for investment advisors in the fields of client communications, client management ]

Software application programming interfaces, development tools and platforms provided to third party financial services professionals and application software providers to allow for integration and communication between software utilized by investment advisors and software for investment account creation, investment portfolio management, data management, securities trade order management, client reporting, fund transfer, portfolio accounting and investment performance tracking
schwab intelligent technologies

General Information

Serial Number85366886
Word MarkSCHWAB INTELLIGENT TECHNOLOGIES
Filing DateFriday, July 8, 2011
Status710 - CANCELLED - SECTION 8
Status DateFriday, June 14, 2024
Registration Number4444244
Registration DateTuesday, December 3, 2013
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 8, 2013

Trademark Statements

Goods and Services[ Educational services, namely, providing training for investment advisors in the fields of client communications, client management ]
Goods and ServicesSoftware application programming interfaces, development tools and platforms provided to third party financial services professionals and application software providers to allow for integration and communication between software utilized by investment advisors and software for investment account creation, investment portfolio management, data management, securities trade order management, client reporting, fund transfer, portfolio accounting and investment performance tracking
Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"INTELLIGENT TECHNOLOGIES"

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 Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, June 14, 2024
Primary Code009
First Use Anywhere DateWednesday, November 30, 2011
First Use In Commerce DateWednesday, November 30, 2011
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateTuesday, December 17, 2019
Primary Code041
First Use Anywhere DateWednesday, June 19, 2013
First Use In Commerce DateWednesday, June 19, 2013

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, October 27, 2011ASSIGNED TO EXAMINER
Tuesday, July 12, 2011NEW APPLICATION ENTERED
Wednesday, July 13, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 25, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, November 4, 2011NON-FINAL ACTION WRITTEN
Friday, November 4, 2011NON-FINAL ACTION E-MAILED
Friday, November 4, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, April 25, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, April 25, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 26, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, May 16, 2012FINAL REFUSAL WRITTEN
Wednesday, May 16, 2012FINAL REFUSAL E-MAILED
Wednesday, May 16, 2012NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, October 25, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, January 8, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Wednesday, November 14, 2012TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, November 14, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, November 14, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, November 15, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, November 30, 2012ASSIGNED TO LIE
Friday, November 30, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, December 19, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 8, 2013PUBLISHED FOR OPPOSITION
Friday, November 1, 2013NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, March 5, 2013NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, August 7, 2013TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, August 7, 2013ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, September 5, 2013TEAS STATEMENT OF USE RECEIVED
Thursday, September 5, 2013USE AMENDMENT FILED
Wednesday, October 23, 2013STATEMENT OF USE PROCESSING COMPLETE
Friday, October 11, 2013CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, October 29, 2013ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, October 31, 2013LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, December 3, 2013REGISTERED-PRINCIPAL REGISTER
Wednesday, November 20, 2019TEAS SECTION 8 RECEIVED
Monday, December 16, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, December 3, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 20, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 17, 2019REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED
Tuesday, December 17, 2019NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Saturday, December 3, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, December 7, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, January 30, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, January 30, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, January 30, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, January 30, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, December 7, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, June 14, 2024CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Thursday, December 7, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, December 7, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, December 7, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Related Keywords

technologies intelligent schwab investment management software client application portfolio advisors services creation data