| Serial Number | 76258803 |
| Word Mark | SMART STRATEGIES FOR RETIREMENT ROLLOVERS |
| Filing Date | Wednesday, May 16, 2001 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Sunday, February 28, 2010 |
| Registration Number | 2739576 |
| Registration Date | Tuesday, July 22, 2003 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 29, 2003 |
| Disclaimer with Predetermined Text | "STRATEGIES FOR RETIREMENT ROLLOVERS" |
| Goods and Services | Educational services, namely, conducting classes, workshops, and seminars in the fields of financial planning, retirement planning, investing, portfolio management, money management, and asset allocation, and distributing course materials in connection therewith |
| Pseudo Mark | SMART STRATEGIES FOR RETIREMENT ROLL OVERS |
| 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 | Sunday, February 28, 2010 |
| Primary Code | 041 |
| First Use Anywhere Date | Wednesday, May 2, 2001 |
| First Use In Commerce Date | Thursday, May 3, 2001 |
| 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 |
| Sunday, February 28, 2010 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, April 9, 2008 | CASE FILE IN TICRS |
| Tuesday, July 22, 2003 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 29, 2003 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 9, 2003 | NOTICE OF PUBLICATION |
| Monday, February 24, 2003 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, January 17, 2003 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 17, 2003 | PAPER RECEIVED |
| Tuesday, August 6, 2002 | NON-FINAL ACTION MAILED |
| Thursday, October 25, 2001 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, August 23, 2001 | NON-FINAL ACTION MAILED |
| Tuesday, August 7, 2001 | ASSIGNED TO EXAMINER |