Serial Number | 76381755 |
Word Mark | SCHWAB PERFORMANCE TECHNOLOGIES |
Filing Date | Tuesday, March 12, 2002 |
Status | 800 - REGISTERED AND RENEWED |
Status Date | Monday, August 24, 2015 |
Registration Number | 2992802 |
Registration Date | Tuesday, September 6, 2005 |
Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
Published for Opposition Date | Tuesday, April 6, 2004 |
Goods and Services | Educational services, namely, providing training for investment advisors in the fields of client communications, client management, and electronic commerce |
Goods and Services | Computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communications management, and performance tracking; [ Computer software for securities trading for use by investment advisors and investment management firms; Computer software for client contact management and office workflow automation, and downloadable software for client contact management and office workflow automation ] |
Goods and Services | providing online support services for investment professionals, namely, financial portfolio accounting, [ securities trade order management, ] reporting of investment performance, and online reporting of client account information |
Goods and Services | Data management and data hosting services for others; preparation and online delivery of customer account reports for others; data processing services for others; business information management in the fields of financial portfolio management and investment advice; computerized database management in the fields of financial portfolio management and investment advice; business consultation services provided to investment advisors in the fields of client management and communications, electronic commerce, [ and investment strategy, development, ] and marketing |
Disclaimer with Predetermined Text | "TECHNOLOGIES" |
Goods and Services | [ Computer services, namely, consultation regarding website development; computer services, namely, providing content for websites for others; ] computer services, namely, technical support services provided via the Internet and in person |
International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
Class Status Code | 6 - Active |
Class Status Date | Friday, March 22, 2002 |
Primary Code | 009 |
First Use Anywhere Date | Monday, September 30, 2002 |
First Use In Commerce Date | Monday, September 30, 2002 |
International Class | 035 - Advertising; business management; business administration; office functions. |
US Class Codes | 100, 101, 102 |
Class Status Code | 6 - Active |
Class Status Date | Friday, March 22, 2002 |
Primary Code | 035 |
First Use Anywhere Date | Monday, September 30, 2002 |
First Use In Commerce Date | Monday, September 30, 2002 |
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 | Friday, February 13, 2004 |
Primary Code | 036 |
First Use Anywhere Date | Monday, September 30, 2002 |
First Use In Commerce Date | Monday, September 30, 2002 |
International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
US Class Codes | 100, 101, 107 |
Class Status Code | 6 - Active |
Class Status Date | Friday, March 22, 2002 |
Primary Code | 041 |
First Use Anywhere Date | Monday, September 30, 2002 |
First Use In Commerce Date | Monday, September 30, 2002 |
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 | Friday, March 22, 2002 |
Primary Code | 042 |
First Use Anywhere Date | Monday, September 30, 2002 |
First Use In Commerce Date | Monday, September 30, 2002 |
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 94104 |
Party Name | Charles Schwab & Co., Inc. |
Party Type | 10 - Original Applicant |
Legal Entity Type | 03 - Corporation |
Address | San Francisco, CA 94104 |
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 |
Thursday, January 24, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
Thursday, January 24, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
Monday, August 24, 2015 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
Monday, August 24, 2015 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
Monday, August 24, 2015 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
Monday, August 24, 2015 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
Wednesday, July 29, 2015 | TEAS SECTION 8 & 9 RECEIVED |
Wednesday, July 29, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
Thursday, October 25, 2012 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
Thursday, October 25, 2012 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
Tuesday, September 27, 2011 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
Tuesday, September 27, 2011 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
Monday, September 26, 2011 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
Wednesday, August 31, 2011 | TEAS SECTION 8 & 15 RECEIVED |
Tuesday, September 29, 2009 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
Tuesday, September 29, 2009 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
Saturday, October 7, 2006 | REVIEW OF CORRESPONDENCE COMPLETE |
Monday, October 24, 2005 | PAPER RECEIVED |
Tuesday, September 6, 2005 | REGISTERED-PRINCIPAL REGISTER |
Saturday, July 23, 2005 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
Tuesday, April 19, 2005 | ASSIGNED TO LIE |
Monday, April 11, 2005 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
Thursday, February 3, 2005 | STATEMENT OF USE PROCESSING COMPLETE |
Tuesday, December 28, 2004 | USE AMENDMENT FILED |
Monday, January 3, 2005 | PAPER RECEIVED |
Friday, August 20, 2004 | CASE FILE IN TICRS |
Tuesday, June 29, 2004 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
Tuesday, April 6, 2004 | PUBLISHED FOR OPPOSITION |
Wednesday, March 17, 2004 | NOTICE OF PUBLICATION |
Tuesday, January 6, 2004 | APPROVED FOR PUB - PRINCIPAL REGISTER |
Monday, December 9, 2002 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
Monday, December 9, 2002 | PAPER RECEIVED |
Friday, August 16, 2002 | NON-FINAL ACTION MAILED |
Tuesday, July 16, 2002 | ASSIGNED TO EXAMINER |
Thursday, July 11, 2002 | ASSIGNED TO EXAMINER |