| Serial Number | 77540855 |
| Word Mark | SCHWAB REAL LIFE RETIREMENT |
| Filing Date | Wednesday, August 6, 2008 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, September 20, 2019 |
| Registration Number | 4292547 |
| Registration Date | Tuesday, February 19, 2013 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 27, 2011 |
| Certificate of Correction for Registration | In the statement, line 11 "Printed reports providing account information and analysis in the field of financial investments;" should be deleted. Page 2 Line, 1 semi-colons appearing after the words "commodities" and "options" should be deleted commas should be inserted. |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "RETIREMENT" |
| Goods and Services | Electronic publications recorded on computer media and downloadable electronic publications, namely, booklets, leaflets, brochures, and pamphlets, in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management |
| Goods and Services | Printed material pertaining to investment strategy, finance, financial planning, portfolio management, retirement planning, and money management, namely, booklets, leaflets, brochures, and pamphlets |
| Goods and Services | Providing information and analysis in the fields of economics and business |
| Goods and Services | Financial services, namely, retirement planning and investment consultation services; Providing a website containing financial and investment information; Banking services, namely, checking accounts; Providing an interactive online computer database in the fields of investing, finance, financial planning and financial investment strategy; Providing financial investment account and portfolio information and analysis by electronic means; 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, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; Investment advice and management in the fields of securities, stocks, bonds, mutual finds, 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; Variable annuity services; Investment account information services; Financial planning services; Cash management account services; Fixed income investment services; Managed account services, namely, assisting clients in selecting investment strategies and allocating and managing investments within their financial investment accounts; Providing information and analysis in the fields of finance, investment, financial planning, and investment strategy; Providing portfolio management services and financial investment account information; Providing news, information, research, databases, and analysis in the fields of investing, finance and financial planning; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them, provided electronically and via global information networks; Providing information and analysis in the fields of finance, investment, financial planning, and investment strategy by online means; Providing a website featuring online portfolio management services and financial investment account information; Providing a website featuring news, information, research, databases, and analysis in the fields of investing, finance, and financial planning |
| Goods and Services | Educational services, namely, conducting seminars and workshops in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management; Providing online publications, namely, booklets, leaflets, brochures and pamphlets in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management; Webcasts and online tutorials in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management |
| Goods and Services | Providing online non-downloadable portfolio management tools; Providing a website featuring financial decision-making tools and investment research tools; Providing a website featuring online portfolio management tools; Providing a website featuring online financial decision-making tools and investment research tools |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, September 20, 2019 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, March 11, 2009 |
| First Use In Commerce Date | Wednesday, March 11, 2009 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, September 20, 2019 |
| Primary Code | 016 |
| First Use Anywhere Date | Wednesday, March 11, 2009 |
| First Use In Commerce Date | Wednesday, March 11, 2009 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, September 20, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, January 20, 2009 |
| First Use In Commerce Date | Tuesday, January 20, 2009 |
| 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 | Friday, September 20, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 20, 2009 |
| First Use In Commerce Date | Tuesday, January 20, 2009 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, September 20, 2019 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, January 20, 2009 |
| First Use In Commerce Date | Tuesday, January 20, 2009 |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, September 20, 2019 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, January 20, 2009 |
| First Use In Commerce Date | Tuesday, January 20, 2009 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
| Event Date | Event Description |
| Friday, September 20, 2019 | CANCELLED SEC. 8 (6-YR) |
| Monday, February 19, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, April 24, 2013 | CORRECTION UNDER SECTION 7 ¿ PROCESSED |
| Thursday, April 18, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, March 26, 2013 | TEAS SECTION 7 REQUEST RECEIVED |
| Tuesday, February 19, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Saturday, January 12, 2013 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Friday, January 11, 2013 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Thursday, January 10, 2013 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, November 27, 2012 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, November 20, 2012 | USE AMENDMENT FILED |
| Monday, November 26, 2012 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, November 20, 2012 | TEAS STATEMENT OF USE 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, May 22, 2012 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, May 18, 2012 | EXTENSION 1 GRANTED |
| Friday, May 18, 2012 | EXTENSION 1 FILED |
| Friday, May 18, 2012 | TEAS EXTENSION RECEIVED |
| Tuesday, November 22, 2011 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, September 27, 2011 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 27, 2011 | PUBLISHED FOR OPPOSITION |
| Friday, August 19, 2011 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, August 17, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, August 1, 2011 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, August 1, 2011 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, August 1, 2011 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, July 13, 2011 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, July 13, 2011 | FINAL REFUSAL E-MAILED |
| Wednesday, July 13, 2011 | FINAL REFUSAL WRITTEN |
| Tuesday, June 7, 2011 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 6, 2011 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, June 6, 2011 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, December 8, 2010 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, December 8, 2010 | NON-FINAL ACTION E-MAILED |
| Wednesday, December 8, 2010 | NON-FINAL ACTION WRITTEN |
| Tuesday, November 30, 2010 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Friday, October 29, 2010 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Saturday, October 16, 2010 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, October 14, 2010 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, October 9, 2010 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, October 8, 2010 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, October 8, 2010 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, April 9, 2010 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, April 9, 2010 | NON-FINAL ACTION E-MAILED |
| Friday, April 9, 2010 | NON-FINAL ACTION WRITTEN |
| Friday, April 9, 2010 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Monday, March 29, 2010 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Monday, March 15, 2010 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, March 12, 2010 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 10, 2010 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, March 10, 2010 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 10, 2010 | ASSIGNED TO LIE |
| Tuesday, March 9, 2010 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, December 21, 2009 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, December 21, 2009 | NON-FINAL ACTION E-MAILED |
| Monday, December 21, 2009 | NON-FINAL ACTION WRITTEN |
| Sunday, December 20, 2009 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Monday, December 14, 2009 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Friday, November 27, 2009 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, November 20, 2009 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, November 21, 2009 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, November 20, 2009 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, November 20, 2009 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, November 20, 2009 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, August 11, 2009 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, August 11, 2009 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, June 19, 2009 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 19, 2009 | NON-FINAL ACTION E-MAILED |
| Friday, June 19, 2009 | NON-FINAL ACTION WRITTEN |
| Monday, June 1, 2009 | AMENDMENT FROM APPLICANT ENTERED |
| Monday, June 1, 2009 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, June 1, 2009 | ASSIGNED TO LIE |
| Friday, May 29, 2009 | PAPER RECEIVED |
| Tuesday, November 25, 2008 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, November 25, 2008 | NON-FINAL ACTION E-MAILED |
| Tuesday, November 25, 2008 | NON-FINAL ACTION WRITTEN |
| Friday, November 14, 2008 | ASSIGNED TO EXAMINER |
| Monday, August 11, 2008 | NEW APPLICATION ENTERED IN TRAM |