WINDHAVEN PORTFOLIOS Trademark

Trademark Overview

On Tuesday, October 26, 2010, a trademark application was filed for WINDHAVEN PORTFOLIOS with the United States Patent and Trademark Office. The USPTO has given the WINDHAVEN PORTFOLIOS trademark a serial number of 85161760. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, September 14, 2018. This trademark is owned by Charles Schwab & Co., Inc.. The WINDHAVEN PORTFOLIOS trademark is filed in the Insurance & Financial Services category with the following description:

Financial and investment research, strategy, planning, advisory and brokerage services
windhaven portfolios

General Information

Serial Number85161760
Word MarkWINDHAVEN PORTFOLIOS
Filing DateTuesday, October 26, 2010
Status710 - CANCELLED - SECTION 8
Status DateFriday, September 14, 2018
Registration Number4096926
Registration DateTuesday, February 7, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 5, 2011

Trademark Statements

Disclaimer with Predetermined Text"PORTFOLIOS"
Goods and ServicesFinancial and investment research, strategy, planning, advisory and brokerage services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, September 14, 2018
Primary Code036
First Use Anywhere DateMonday, March 7, 2011
First Use In Commerce DateMonday, March 7, 2011

Trademark Owner History

Party NameCharles Schwab & Co., Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94105
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
Friday, September 14, 2018CANCELLED SEC. 8 (6-YR)
Tuesday, February 7, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, October 25, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 25, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 7, 2012REGISTERED-PRINCIPAL REGISTER
Wednesday, January 4, 2012NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, January 3, 2012LAW OFFICE REGISTRATION REVIEW COMPLETED
Friday, December 30, 2011ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, December 9, 2011NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, December 8, 2011STATEMENT OF USE PROCESSING COMPLETE
Tuesday, November 29, 2011USE AMENDMENT FILED
Thursday, December 8, 2011EXTENSION 1 GRANTED
Tuesday, November 29, 2011EXTENSION 1 FILED
Thursday, December 8, 2011CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, November 29, 2011TEAS EXTENSION RECEIVED
Tuesday, November 29, 2011TEAS STATEMENT OF USE RECEIVED
Monday, November 28, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, November 28, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, May 31, 2011NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 5, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 5, 2011PUBLISHED FOR OPPOSITION
Friday, February 25, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, February 25, 2011ASSIGNED TO LIE
Saturday, January 29, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, January 27, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 27, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, January 27, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, December 23, 2010NOTIFICATION OF PRIORITY ACTION E-MAILED
Thursday, December 23, 2010PRIORITY ACTION E-MAILED
Thursday, December 23, 2010PRIORITY ACTION WRITTEN
Tuesday, December 21, 2010ASSIGNED TO EXAMINER
Monday, November 1, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, October 29, 2010NEW APPLICATION ENTERED IN TRAM

Related Keywords

portfolios windhaven advisory brokerage services planning strategy investment research financial