| Serial Number | 97285106 |
| Word Mark | THOMASPARTNERS STRATEGIES |
| Filing Date | Friday, February 25, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 4, 2023 |
| Registration Number | 7096820 |
| Registration Date | Tuesday, July 4, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 18, 2023 |
| Description of Mark | The mark consists of the wording "THOMASPARTNERS" above the word "STRATEGIES", with a horizontal line separating them. |
| Pseudo Mark | THOMAS PARTNERS STRATEGIES |
| Goods and Services | Financial strategy, planning, advisory and brokerage services in the fields of finance and financial investments, financial asset and portfolio management |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | STRATEGIES |
| 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 | Friday, March 10, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, December 31, 2020 |
| First Use In Commerce Date | Thursday, December 31, 2020 |
| 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 |
| 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 |
| Tuesday, July 4, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, July 4, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 18, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 18, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 29, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, March 10, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, March 10, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Friday, March 10, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, March 10, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Friday, March 10, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, January 27, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, January 27, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, January 27, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, January 27, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, December 13, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, December 13, 2022 | NON-FINAL ACTION E-MAILED |
| Tuesday, December 13, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, December 8, 2022 | ASSIGNED TO EXAMINER |
| Friday, March 4, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, March 3, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 1, 2022 | NEW APPLICATION ENTERED |