| Serial Number | 88309295 |
| Word Mark | SCHWAB MONEYWISE |
| Filing Date | Wednesday, February 20, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 10, 2019 |
| Registration Number | 5856486 |
| Registration Date | Tuesday, September 10, 2019 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 25, 2019 |
| Certificate of Correction for Registration | In the statement, Class 41 should be reclassified to Class 42. |
| Goods and Services | Providing information and advice in the fields of personal finance, financial planning, investing, and insurance; providing online financial calculators |
| Goods and Services | Providing temporary use of online non-downloadable software in the fields of personal finance, financial planning, investing, and insurance, for conducting financial assessment and surveys and providing worksheets for calculating how much to save for retirement, estimating personal net worth, and organizing financial documents |
| 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 | Wednesday, March 13, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, January 31, 2009 |
| First Use In Commerce Date | Saturday, January 31, 2009 |
| 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 | Wednesday, March 13, 2019 |
| Primary Code | 042 |
| First Use Anywhere Date | Saturday, January 31, 2009 |
| First Use In Commerce Date | Saturday, January 31, 2009 |
| 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 |
| Saturday, June 6, 2020 | CORRECTION UNDER SECTION 7 ¿ PROCESSED |
| Thursday, June 4, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, May 5, 2020 | TEAS SECTION 7 REQUEST RECEIVED |
| Tuesday, September 10, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 25, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 25, 2019 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 5, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, May 20, 2019 | ASSIGNED TO LIE |
| Tuesday, May 7, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, May 7, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, May 7, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 7, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 7, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, May 1, 2019 | ASSIGNED TO EXAMINER |
| Wednesday, March 13, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, February 23, 2019 | NEW APPLICATION ENTERED |