STOCK PLAN SMART Trademark

Trademark Overview

On Thursday, February 15, 2018, a trademark application was filed for STOCK PLAN SMART with the United States Patent and Trademark Office. The USPTO has given the STOCK PLAN SMART trademark a serial number of 87799887. The federal status of this trademark filing is REGISTERED as of Tuesday, January 15, 2019. This trademark is owned by Charles Schwab & Co., Inc.. The STOCK PLAN SMART trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Education & Entertainment Services categories with the following description:

Educational services, namely, providing non-downloadable webinars and webcasts in the field of stock plan investing, stock plan financial planning, stock plan management, stock plan administration, stock plan product information and updates, and the stock plan industry

Downloadable instructional and educational materials in the field of stock plan investing, stock plan financial planning, stock plan management, stock plan administration, stock plan product information and updates, and the stock plan industry
stock plan smart

General Information

Serial Number87799887
Word MarkSTOCK PLAN SMART
Filing DateThursday, February 15, 2018
Status700 - REGISTERED
Status DateTuesday, January 15, 2019
Registration Number5657719
Registration DateTuesday, January 15, 2019
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 29, 2018

Trademark Statements

Goods and ServicesEducational services, namely, providing non-downloadable webinars and webcasts in the field of stock plan investing, stock plan financial planning, stock plan management, stock plan administration, stock plan product information and updates, and the stock plan industry
Goods and ServicesDownloadable instructional and educational materials in the field of stock plan investing, stock plan financial planning, stock plan management, stock plan administration, stock plan product information and updates, and the stock plan industry
Disclaimer with Predetermined Text"STOCK PLAN"

Classification Information

International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateSaturday, February 24, 2018
Primary Code009
First Use Anywhere DateThursday, March 1, 2018
First Use In Commerce DateThursday, March 1, 2018
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateSaturday, February 24, 2018
Primary Code041
First Use Anywhere DateThursday, March 1, 2018
First Use In Commerce DateThursday, March 1, 2018

Trademark Owner History

Party NameCharles Schwab & Co., Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWestlake, TX 76262
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
Monday, January 15, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, December 7, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, December 7, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, December 7, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, December 7, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, December 7, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, January 30, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, January 30, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, January 30, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, January 30, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, January 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, January 15, 2019REGISTERED-PRINCIPAL REGISTER
Friday, December 14, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, December 13, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, December 7, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, December 7, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, November 29, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 20, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 20, 2018NON-FINAL ACTION E-MAILED
Tuesday, November 20, 2018SU - NON-FINAL ACTION - WRITTEN
Saturday, November 17, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, November 16, 2018STATEMENT OF USE PROCESSING COMPLETE
Monday, October 8, 2018USE AMENDMENT FILED
Friday, November 16, 2018SOU EXTENSION 1 GRANTED
Monday, October 8, 2018SOU EXTENSION 1 FILED
Friday, November 2, 2018ITU OFFICE ACTION ISSUED FOR STATEMENT OF USE
Wednesday, October 17, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, October 8, 2018SOU TEAS EXTENSION RECEIVED
Monday, October 8, 2018TEAS STATEMENT OF USE RECEIVED
Tuesday, July 24, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, May 29, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 29, 2018PUBLISHED FOR OPPOSITION
Wednesday, May 9, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, April 23, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, April 20, 2018PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Friday, April 20, 2018TEAS VOLUNTARY AMENDMENT RECEIVED
Thursday, April 19, 2018ASSIGNED TO EXAMINER
Tuesday, March 13, 2018PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Friday, March 9, 2018ASSIGNED TO LIE
Monday, February 26, 2018TEAS VOLUNTARY AMENDMENT RECEIVED
Saturday, February 24, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, February 19, 2018NEW APPLICATION ENTERED

Related Keywords

smart plan stock management planning administration product industry updates information financial