SCHWAB OPENVIEW GATEWAY Trademark

Trademark Overview

On Monday, January 6, 2014, a trademark application was filed for SCHWAB OPENVIEW GATEWAY with the United States Patent and Trademark Office. The USPTO has given the SCHWAB OPENVIEW GATEWAY trademark a serial number of 86158504. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, October 1, 2020. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB OPENVIEW GATEWAY trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Computer & Software Services & Scientific Services categories with the following description:

Software application programming interfaces, development tools and platforms provided to third party software developers to allow for integration and communication between existing 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

Providing technical support services, namely, troubleshooting of computer software problems and technical consulting in the field of design and development of computer software for investment portfolio management
schwab openview gateway

General Information

Serial Number86158504
Word MarkSCHWAB OPENVIEW GATEWAY
Filing DateMonday, January 6, 2014
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateThursday, October 1, 2020
Registration Number4740095
Registration DateTuesday, May 19, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 17, 2014

Trademark Statements

Goods and ServicesSoftware application programming interfaces, development tools and platforms provided to third party software developers to allow for integration and communication between existing 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
NOT AVAILABLE"GATEWAY"
Goods and ServicesProviding technical support services, namely, troubleshooting of computer software problems and technical consulting in the field of design and development of computer software for investment portfolio management

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 Code6 - Active
Class Status DateThursday, January 16, 2014
Primary Code009
First Use Anywhere DateWednesday, October 26, 2011
First Use In Commerce DateWednesday, October 26, 2011
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 DateThursday, January 16, 2014
Primary Code042
First Use Anywhere DateWednesday, October 26, 2011
First Use In Commerce DateWednesday, October 26, 2011

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, March 6, 2014ASSIGNED TO EXAMINER
Tuesday, March 18, 2014EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Thursday, January 9, 2014NEW APPLICATION ENTERED
Thursday, January 16, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 18, 2014COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Tuesday, March 18, 2014EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Tuesday, March 18, 2014NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Wednesday, April 30, 2014EXAMINER'S AMENDMENT ENTERED
Wednesday, April 30, 2014EXAMINERS AMENDMENT -WRITTEN
Wednesday, April 30, 2014EXAMINERS AMENDMENT E-MAILED
Wednesday, April 30, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, May 13, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, April 30, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 13, 2014ASSIGNED TO LIE
Wednesday, May 28, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 17, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, March 23, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, March 23, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, June 17, 2014PUBLISHED FOR OPPOSITION
Tuesday, August 12, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 10, 2015TEAS STATEMENT OF USE RECEIVED
Tuesday, February 10, 2015SOU TEAS EXTENSION RECEIVED
Tuesday, February 10, 2015SOU EXTENSION 1 FILED
Tuesday, February 10, 2015USE AMENDMENT FILED
Tuesday, March 24, 2015SOU EXTENSION 1 GRANTED
Tuesday, March 24, 2015STATEMENT OF USE PROCESSING COMPLETE
Monday, April 13, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, April 14, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, May 19, 2015REGISTERED-PRINCIPAL REGISTER
Friday, May 29, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, May 19, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, July 31, 2020TEAS SECTION 8 & 15 RECEIVED
Wednesday, March 25, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, October 1, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, September 29, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, October 1, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
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
Monday, January 30, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, December 7, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, December 7, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, December 7, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, December 7, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, May 19, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, December 7, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Related Keywords

gateway openview schwab software investment management portfolio technical development computer accounting performance order