SCHWAB INVESTMENT MANAGER GATEWAY Trademark

Trademark Overview

On Friday, December 16, 2011, a trademark application was filed for SCHWAB INVESTMENT MANAGER GATEWAY with the United States Patent and Trademark Office. The USPTO has given the SCHWAB INVESTMENT MANAGER GATEWAY trademark a serial number of 85497405. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, December 13, 2023. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB INVESTMENT MANAGER GATEWAY trademark is filed in the Insurance & Financial Services, Communication Services, and Computer & Software Services & Scientific Services categories with the following description:

Providing multiple users of financial asset management firms access to gateway links to third party non-downloadable software and to websites that provide funds investment and marketing tools

Providing a website for financial asset management firms that provides information about funds investment, namely, trades in and out of the funds

Providing a member-only website for financial asset management firms featuring technology which provides members with the ability to access multiple databases, non-downloadable software and investment brokerage services for the purpose of viewing and reporting financial accounting data and management of financial accounts
schwab investment manager gateway

General Information

Serial Number85497405
Word MarkSCHWAB INVESTMENT MANAGER GATEWAY
Filing DateFriday, December 16, 2011
Status800 - REGISTERED AND RENEWED
Status DateWednesday, December 13, 2023
Registration Number4448313
Registration DateTuesday, December 10, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 12, 2013

Trademark Statements

Goods and ServicesProviding multiple users of financial asset management firms access to gateway links to third party non-downloadable software and to websites that provide funds investment and marketing tools
Goods and ServicesProviding a website for financial asset management firms that provides information about funds investment, namely, trades in and out of the funds
Disclaimer with Predetermined Text"INVESTMENT MANAGER GATEWAY"
Goods and ServicesProviding a member-only website for financial asset management firms featuring technology which provides members with the ability to access multiple databases, non-downloadable software and investment brokerage services for the purpose of viewing and reporting financial accounting data and management of financial accounts

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, August 29, 2012
Primary Code036
First Use Anywhere DateMonday, April 23, 2012
First Use In Commerce DateMonday, April 23, 2012
International Class038 - Services allowing people to communicate with another by a sensory means.
US Class Codes100, 101, 104
Class Status Code6 - Active
Class Status DateWednesday, August 29, 2012
Primary Code038
First Use Anywhere DateMonday, April 23, 2012
First Use In Commerce DateMonday, April 23, 2012
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 DateWednesday, December 28, 2011
Primary Code042
First Use Anywhere DateMonday, April 23, 2012
First Use In Commerce DateMonday, April 23, 2012

Trademark Owner History

Party NameCharles Schwab & Co., Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94105
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
Wednesday, December 13, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, December 13, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, December 13, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, December 13, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
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, June 19, 2023TEAS SECTION 8 & 9 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
Saturday, December 10, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Saturday, July 20, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, July 20, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, July 20, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, June 7, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 7, 2019TEAS SECTION 8 & 15 RECEIVED
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, December 10, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, December 10, 2013REGISTERED-PRINCIPAL REGISTER
Wednesday, November 6, 2013NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, November 5, 2013LAW OFFICE REGISTRATION REVIEW COMPLETED
Monday, November 4, 2013ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, October 15, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 15, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 8, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, October 1, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, October 1, 2013NON-FINAL ACTION E-MAILED
Tuesday, October 1, 2013SU - NON-FINAL ACTION - WRITTEN
Saturday, September 14, 2013STATEMENT OF USE PROCESSING COMPLETE
Thursday, August 29, 2013USE AMENDMENT FILED
Friday, August 30, 2013CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, August 9, 2013TEAS STATEMENT OF USE RECEIVED
Wednesday, August 7, 2013ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, August 7, 2013TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, April 9, 2013NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 12, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 12, 2013PUBLISHED FOR OPPOSITION
Wednesday, January 23, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, January 7, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, January 7, 2013ASSIGNED TO LIE
Tuesday, December 18, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, December 18, 2012EXAMINER'S AMENDMENT ENTERED
Tuesday, December 18, 2012NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, December 18, 2012EXAMINERS AMENDMENT E-MAILED
Tuesday, December 18, 2012EXAMINERS AMENDMENT -WRITTEN
Thursday, October 25, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 25, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, September 19, 2012NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, September 19, 2012FINAL REFUSAL E-MAILED
Wednesday, September 19, 2012FINAL REFUSAL WRITTEN
Wednesday, August 29, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, August 29, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 29, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 29, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, March 2, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, March 2, 2012NON-FINAL ACTION E-MAILED
Friday, March 2, 2012NON-FINAL ACTION WRITTEN
Monday, February 27, 2012ASSIGNED TO EXAMINER
Wednesday, December 28, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, December 20, 2011NEW APPLICATION ENTERED

Related Keywords

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