| Serial Number | 76281257 |
| Word Mark | SCHWAB RETIREMENT TECHNOLOGIES |
| Filing Date | Friday, July 6, 2001 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, January 18, 2024 |
| Registration Number | 2741059 |
| Registration Date | Tuesday, July 29, 2003 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 6, 2003 |
| Goods and Services | Computer software for use by third party administrators, bank trust departments, mutual fund companies, and pension recordkeepers for the administration of retirement and pension plans; computer software for use by third party administrators, bank trust departments, mutual fund companies, and pension recordkeepers to allow retirement plan and pension plan participants to access retirement plan and pension plan information |
| Goods and Services | Consultation services provided to third party administrators, bank trust departments, mutual fund companies, and pension record keepers in the field of retirement plan and pension plan administration |
| Disclaimer with Predetermined Text | "RETIREMENT" |
| Goods and Services | Technical support services, namely, troubleshooting of computer software problems |
| 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 | Tuesday, July 17, 2001 |
| Primary Code | 009 |
| First Use Anywhere Date | Friday, September 21, 2001 |
| First Use In Commerce Date | Friday, September 21, 2001 |
| 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 | Tuesday, June 4, 2002 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, September 20, 2001 |
| First Use In Commerce Date | Thursday, September 20, 2001 |
| 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 | Tuesday, July 17, 2001 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, September 20, 2001 |
| First Use In Commerce Date | Thursday, September 20, 2001 |
| 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 94101 |
| Party Name | CHARLES SCHWAB & CO., INC. |
| Party Type | 13 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | SAN FRANCISCO, CA 94101 |
| Party Name | SCHWAB RETIREMENT TECHNOLOGIES, INC. |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | CHARLOTTE, NC 28227 |
| Party Name | TrustMark |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Charlotte, NC 28227 |
| Event Date | Event Description |
| Thursday, January 18, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Thursday, January 18, 2024 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) |
| Thursday, January 18, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, January 18, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 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 |
| Thursday, July 20, 2023 | TEAS SECTION 8 & 9 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 |
| Friday, July 29, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 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 |
| Friday, October 18, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Friday, October 18, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, October 18, 2013 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Friday, October 18, 2013 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, March 21, 2013 | REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED |
| Friday, October 18, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, March 22, 2013 | REVIEW OF CORRESPONDENCE COMPLETE - INFORMATION MADE OF RECORD |
| Thursday, March 21, 2013 | TEAS SECTION 8 & 9 RECEIVED |
| Thursday, March 21, 2013 | 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 29, 2009 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, September 29, 2009 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Saturday, August 1, 2009 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, July 29, 2009 | ASSIGNED TO PARALEGAL |
| Friday, July 24, 2009 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, April 21, 2008 | CASE FILE IN TICRS |
| Tuesday, July 29, 2003 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 6, 2003 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 16, 2003 | NOTICE OF PUBLICATION |
| Monday, March 3, 2003 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, March 3, 2003 | USE AMENDMENT ACCEPTED |
| Monday, December 9, 2002 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, December 9, 2002 | PAPER RECEIVED |
| Tuesday, July 9, 2002 | NON-FINAL ACTION MAILED |
| Friday, April 5, 2002 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, April 5, 2002 | PAPER RECEIVED |
| Monday, February 25, 2002 | AMENDMENT TO USE PROCESSING COMPLETE |
| Monday, December 3, 2001 | USE AMENDMENT FILED |
| Monday, December 3, 2001 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 3, 2001 | NON-FINAL ACTION MAILED |
| Wednesday, September 5, 2001 | ASSIGNED TO EXAMINER |
| Wednesday, August 22, 2001 | ASSIGNED TO EXAMINER |