| Serial Number | 86226960 |
| Word Mark | SCHWAB RETIREMENT TECHNOLOGIES |
| Filing Date | Thursday, March 20, 2014 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Monday, March 1, 2021 |
| Registration Number | 4750559 |
| Registration Date | Tuesday, June 9, 2015 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 24, 2015 |
| Goods and Services | Educational services, namely, conducting classes, webcasts, workshops and customized computer training sessions for third party retirement plan administrators, bank trust departments, mutual fund companies and retirement plan record keepers regarding computer hardware and software for administration and record keeping of retirement plans |
| NOT AVAILABLE | "RETIREMENT TECHNOLOGIES" |
| Goods and Services | Computer software development in the field of software and mobile applications for retirement plan administration and record keeping; application service provider, namely, developing, hosting, managing and maintaining software in the field of retirement plan administration, record keeping and customer service; providing temporary use of non-downloadable software that allows third party retirement plan administrators, bank trust departments, mutual fund companies, retirement plan record keepers and financial advisors to access, view and administer retirement plan; providing temporary use of non downloadable software that allows retirement plan participants to access and view retirement plan account data and information |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 3, 2014 |
| Primary Code | 041 |
| 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 | Thursday, April 3, 2014 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, January 1, 2004 |
| First Use In Commerce Date | Thursday, January 1, 2004 |
| 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 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 |
| Sunday, June 15, 2014 | ASSIGNED TO EXAMINER |
| Monday, March 24, 2014 | NEW APPLICATION ENTERED |
| Thursday, April 3, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, February 10, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, June 16, 2014 | NON-FINAL ACTION WRITTEN |
| Monday, June 16, 2014 | NON-FINAL ACTION E-MAILED |
| Monday, June 16, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, December 12, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, December 12, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, December 13, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, January 12, 2015 | FINAL REFUSAL WRITTEN |
| Monday, January 12, 2015 | FINAL REFUSAL E-MAILED |
| Monday, January 12, 2015 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, February 10, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, February 10, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 4, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 24, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Friday, May 29, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 10, 2015 | ASSIGNED TO LIE |
| Tuesday, February 10, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, February 10, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, February 11, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 13, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, March 24, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 9, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 9, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, January 24, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, January 24, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, November 24, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, March 1, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, March 1, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, March 1, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, January 30, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 7, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, December 7, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, December 7, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, January 30, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, January 30, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, January 30, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, December 7, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 7, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, June 10, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |