SCHWAB MUTUAL FUND PORTFOLIO BUILDER Trademark

Trademark Overview


On Monday, January 7, 2013, a trademark application was filed for SCHWAB MUTUAL FUND PORTFOLIO BUILDER with the United States Patent and Trademark Office. The USPTO has given the SCHWAB MUTUAL FUND PORTFOLIO BUILDER trademark a serial number of 85817154. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, June 5, 2020. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB MUTUAL FUND PORTFOLIO BUILDER trademark is filed in the Insurance & Financial Services category with the following description:

Providing financial information; financial services, namely, planning and analysis services in the field of mutual funds
schwab mutual fund portfolio builder

General Information


Serial Number85817154
Word MarkSCHWAB MUTUAL FUND PORTFOLIO BUILDER
Filing DateMonday, January 7, 2013
Status710 - CANCELLED - SECTION 8
Status DateFriday, June 5, 2020
Registration Number4416094
Registration DateTuesday, October 8, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 23, 2013

Trademark Statements


Disclaimer with Predetermined Text"MUTUAL FUND PORTFOLIO BUILDER"
Goods and ServicesProviding financial information; financial services, namely, planning and analysis services in the field of mutual funds

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, June 5, 2020
Primary Code036
First Use Anywhere DateSaturday, February 9, 2013
First Use In Commerce DateSaturday, February 9, 2013

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
Friday, June 5, 2020CANCELLED SEC. 8 (6-YR)
Monday, October 8, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, October 8, 2013REGISTERED-PRINCIPAL REGISTER
Tuesday, September 3, 2013NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Saturday, August 31, 2013LAW OFFICE REGISTRATION REVIEW COMPLETED
Friday, August 30, 2013ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, August 28, 2013STATEMENT OF USE PROCESSING COMPLETE
Thursday, July 25, 2013USE AMENDMENT FILED
Wednesday, August 28, 2013CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, August 7, 2013ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, August 7, 2013TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, July 25, 2013TEAS STATEMENT OF USE RECEIVED
Tuesday, June 18, 2013NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 23, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 23, 2013PUBLISHED FOR OPPOSITION
Wednesday, April 3, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, March 15, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, March 14, 2013ASSIGNED TO LIE
Saturday, March 2, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, March 1, 2013EXAMINER'S AMENDMENT ENTERED
Friday, March 1, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, March 1, 2013EXAMINERS AMENDMENT E-MAILED
Friday, March 1, 2013EXAMINERS AMENDMENT -WRITTEN
Wednesday, February 27, 2013ASSIGNED TO EXAMINER
Wednesday, January 16, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, January 10, 2013NEW APPLICATION ENTERED IN TRAM