WINDHAVEN STRATEGIES Trademark

Trademark Overview

On Friday, January 14, 2022, a trademark application was filed for WINDHAVEN STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the WINDHAVEN STRATEGIES trademark a serial number of 97220662. The federal status of this trademark filing is REGISTERED as of Tuesday, July 12, 2022. This trademark is owned by Charles Schwab & Co., Inc.. The WINDHAVEN STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:

Financial and investment research, strategy, planning, advisory and brokerage services, asset and portfolio management
windhaven strategies

General Information

Serial Number97220662
Word MarkWINDHAVEN STRATEGIES
Filing DateFriday, January 14, 2022
Status700 - REGISTERED
Status DateTuesday, July 12, 2022
Registration Number6789626
Registration DateTuesday, July 12, 2022
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 26, 2022

Trademark Statements

Goods and ServicesFinancial and investment research, strategy, planning, advisory and brokerage services, asset and portfolio management
Disclaimer with Predetermined Text"STRATEGIES"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 21, 2022
Primary Code036
First Use Anywhere DateWednesday, January 13, 2021
First Use In Commerce DateWednesday, January 13, 2021

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
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
Tuesday, July 12, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, July 12, 2022REGISTERED-PRINCIPAL REGISTER
Tuesday, April 26, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 26, 2022PUBLISHED FOR OPPOSITION
Wednesday, April 6, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, March 24, 2022LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, March 21, 2022ASSIGNED TO LIE
Tuesday, March 15, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, March 15, 2022EXAMINER'S AMENDMENT ENTERED
Tuesday, March 15, 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, March 15, 2022EXAMINERS AMENDMENT E-MAILED
Tuesday, March 15, 2022EXAMINERS AMENDMENT -WRITTEN
Wednesday, March 9, 2022ASSIGNED TO EXAMINER
Friday, January 21, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, January 18, 2022NEW APPLICATION ENTERED

Related Keywords

strategies windhaven services asset portfolio management brokerage advisory investment research strategy planning