SCHWAB RETIREMENT PLANNER Trademark

Trademark Overview

On Monday, December 19, 2011, a trademark application was filed for SCHWAB RETIREMENT PLANNER with the United States Patent and Trademark Office. The USPTO has given the SCHWAB RETIREMENT PLANNER trademark a serial number of 85498624. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, January 31, 2020. This trademark is owned by Charles Schwab & Co., Inc.. The SCHWAB RETIREMENT PLANNER trademark is filed in the Insurance & Financial Services category with the following description:

Providing financial investment services in the field of retirement planning; banking services, namely, savings accounts; securities brokerage and investment services, namely, index mutual funds; providing managed retirement investment account services
schwab retirement planner

General Information

Serial Number85498624
Word MarkSCHWAB RETIREMENT PLANNER
Filing DateMonday, December 19, 2011
Status710 - CANCELLED - SECTION 8
Status DateFriday, January 31, 2020
Registration Number4358757
Registration DateTuesday, June 25, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 16, 2012

Trademark Statements

Disclaimer with Predetermined Text"RETIREMENT PLANNER"
Goods and ServicesProviding financial investment services in the field of retirement planning; banking services, namely, savings accounts; securities brokerage and investment services, namely, index mutual funds; providing managed retirement investment account services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, January 31, 2020
Primary Code036
First Use Anywhere DateThursday, March 1, 2012
First Use In Commerce DateThursday, March 1, 2012

Trademark Owner History

Party NameCharles Schwab & Co., Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94105
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
Friday, January 31, 2020CANCELLED SEC. 8 (6-YR)
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, June 25, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, June 25, 2013REGISTERED-PRINCIPAL REGISTER
Saturday, May 18, 2013NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, May 17, 2013LAW OFFICE REGISTRATION REVIEW COMPLETED
Monday, May 13, 2013ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, April 26, 2013STATEMENT OF USE PROCESSING COMPLETE
Thursday, March 21, 2013USE AMENDMENT FILED
Monday, April 15, 2013CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, March 21, 2013TEAS STATEMENT OF USE RECEIVED
Tuesday, December 11, 2012NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, October 25, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 25, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, October 16, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 16, 2012PUBLISHED FOR OPPOSITION
Wednesday, September 26, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 11, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, September 7, 2012ASSIGNED TO LIE
Monday, August 27, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, August 23, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 22, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 22, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 22, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, February 29, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, February 29, 2012NON-FINAL ACTION E-MAILED
Wednesday, February 29, 2012NON-FINAL ACTION WRITTEN
Monday, February 27, 2012ASSIGNED TO EXAMINER
Friday, December 30, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, December 22, 2011NEW APPLICATION ENTERED IN TRAM

Related Keywords

planner retirement schwab services investment providing namely mutual index funds managed account