| Serial Number | 75927679 |
| Word Mark | SCHWAB PORTFOLIO CONSULTATION |
| Filing Date | Friday, February 25, 2000 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Saturday, August 1, 2009 |
| Registration Number | 2666888 |
| Registration Date | Tuesday, December 24, 2002 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 27, 2001 |
| Disclaimer with Predetermined Text | "PORTFOLIO CONSULTATION" |
| Goods and Services | brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options and indices of any of them; securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; debit card services; check writing and bill payment services; investment account information services; cash management account services; fixed income investment services; payment services and fund transfer services; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing access to portfolio management services and tools and/or account information; providing access to decision-making tools and investment research tools; providing access to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, current events, government, and economics; providing access by electronic communication networks to portfolio management services and tools and/or account information; providing access by electronic communication networks to decision making tools and investment research tools; providing access by electronic communication networks to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, current events, government, and economics; educational services in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation |
| Section 2(f) Limitation Statement | as to "SCHWAB" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Saturday, August 1, 2009 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, February 28, 1999 |
| First Use In Commerce Date | Sunday, February 28, 1999 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94104 |
| 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 |
| Saturday, August 1, 2009 | CANCELLED SEC. 8 (6-YR) |
| Monday, March 10, 2008 | CASE FILE IN TICRS |
| Wednesday, July 26, 2006 | REVIEW OF CORRESPONDENCE COMPLETE |
| Tuesday, December 24, 2002 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, October 9, 2002 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, September 26, 2002 | ASSIGNED TO EXAMINER |
| Tuesday, September 24, 2002 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, February 19, 2002 | USE AMENDMENT FILED |
| Tuesday, February 19, 2002 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 27, 2001 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 7, 2001 | NOTICE OF PUBLICATION |
| Tuesday, May 29, 2001 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, January 19, 2001 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 7, 2000 | NON-FINAL ACTION MAILED |
| Tuesday, August 29, 2000 | ASSIGNED TO EXAMINER |
| Monday, August 28, 2000 | ASSIGNED TO EXAMINER |
| Thursday, July 27, 2000 | ASSIGNED TO EXAMINER |