SCHWAB PLAN Trademark

Trademark Overview

On Tuesday, February 25, 2020, a trademark application was filed for SCHWAB PLAN with the United States Patent and Trademark Office. The USPTO has given the SCHWAB PLAN trademark a serial number of 88810133. The federal status of this trademark filing is REGISTERED as of Tuesday, April 6, 2021. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB PLAN trademark is filed in the Insurance & Financial Services category with the following description:

Customized personal financial and advisory services, namely, providing information, analysis, and advice in the field of finance, financial investments, retirement planning; investment consultation
schwab plan

General Information

Serial Number88810133
Word MarkSCHWAB PLAN
Filing DateTuesday, February 25, 2020
Status700 - REGISTERED
Status DateTuesday, April 6, 2021
Registration Number6317003
Registration DateTuesday, April 6, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 9, 2020

Trademark Statements

Goods and ServicesCustomized personal financial and advisory services, namely, providing information, analysis, and advice in the field of finance, financial investments, retirement planning; investment consultation
Section 2(f) Limitation Statementas to "SCHWAB"
Disclaimer with Predetermined Text"PLAN"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, February 28, 2020
Primary Code036
First Use Anywhere DateThursday, August 20, 2020
First Use In Commerce DateThursday, August 20, 2020

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, 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, 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
Tuesday, April 6, 2021REGISTERED-PRINCIPAL REGISTER
Tuesday, March 2, 2021NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, March 1, 2021ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, February 22, 2021STATEMENT OF USE PROCESSING COMPLETE
Monday, February 1, 2021USE AMENDMENT FILED
Monday, February 22, 2021CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, February 1, 2021TEAS STATEMENT OF USE RECEIVED
Tuesday, August 4, 2020NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, June 9, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 9, 2020PUBLISHED FOR OPPOSITION
Wednesday, May 20, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 5, 2020ASSIGNED TO LIE
Monday, April 27, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, April 10, 2020EXAMINER'S AMENDMENT ENTERED
Friday, April 10, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, April 10, 2020EXAMINERS AMENDMENT E-MAILED
Friday, April 10, 2020EXAMINERS AMENDMENT -WRITTEN
Friday, April 3, 2020ASSIGNED TO EXAMINER
Friday, February 28, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, February 28, 2020NEW APPLICATION ENTERED

Related Keywords

plan schwab financial investments finance retirement field planning consultation investment advice analysis