CHARLESSCHWAB
Charles Schwab & Co., Inc.
Mark For: CHARLESSCHWAB® trademark registration is intended to cover the categories of
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| Serial Number | 76304690 |
| Registration Number | 2725494 |
| Mark Literal Elements | CHARLESSCHWAB |
| Mark Drawing Type | 5 - AN ILLUSTRATION DRAWING WITH WORD(S) /LETTER(S)/ NUMBER(S) INSTYLIZED FORM |
| Mark Type | SERVICE MARK |
| Standard Character Claim | No |
| Register | PRINCIPAL |
| Affidavit Text | SECT 15. SECT 8 (6-YR). SECTION 8(10-YR) 20130406. |
| Affidavit Text | 1ST RENEWAL 20130406 |
| Current Location | GENERIC WEB UPDATE 2013-04-06 |
| Basis | 1(a) |
| Class Status | ACTIVE |
| Primary US Classes |
|
| Primary International Class |
|
| Filed Use | No |
| Current Use | Yes |
| Intent To Use | No |
| Filed ITU | Yes |
| 44D Filed | No |
| 44E Current | No |
| 66A Current | No |
| Current Basis | No |
| No Basis | No |
| Attorney Name | Andrea L. Anderson |
| Law Office Assigned | L50 |
| Employee Name | BROWN, BRIAN D |
Timeline
| 1ST RENEWAL 20130406 | Renewal Date |
| 2001-08-24 | Application Filed |
| 2001-08-30 | Date of First Use |
| 2001-08-30 | Date of Use In Commerce |
| 2002-04-23 | Published |
| 2002-04-23 | Published for Opposition |
| 2003-06-10 | Trademark Registered |
| 2013-04-06 | Location: GENERIC WEB UPDATE |
| 2013-04-06 | Status: Live/Registered |
| 2013-04-06 | Status: The registration has been renewed. |
| 2013-06-10 | Renewal Date |
| 2019-01-25 | Transaction Date |
Trademark Parties (Applicants & Owners)
| Party: |  Charles Schwab & Co., Inc. |
| Address | 211 Main Street SF211MAIN-06-133 San Francisco, CALIFORNIA UNITED STATES 94105 |
| Legal Entity Type | Corporation |
| Legal Entity State | CALIFORNIA |
| Party: | Charles Schwab & Co., Inc. |
| Address | 211 Main Street SF211MAIN-06-133 San Francisco CA 94105 |
| Legal Entity Type | |
| Legal Entity State | CA |
*multiple parties listed, check assignment documents for ownership information
Documents
 Application | IMAGE/TIFF | 2001-08-24 |
| Drawing | IMAGE/TIFF | 2001-08-24 |
 Paper Correspondence Incoming | 2003-01-13 | |
| Registration Certificate | 2003-06-10 | |
| Registration Certificate | IMAGE/TIFF | 2003-06-10 |
| Paper Correspondence Incoming | 2003-08-11 | |
| Paper Correspondence Incoming | 2003-08-11 | |
| PR-Updated Reg Certificates | 2003-11-18 | |
| File Jacket | 2008-05-05 | |
| Specimen | 2008-05-05 | |
| Unclassified | 2008-05-05 | |
| Section 8 and 15 | 2009-06-09 | |
| Specimen | 2009-06-09 | |
| Notice of Acceptance Acknowledgement | APPLICATION/XML | 2009-06-24 |
| Teas Change of Owner Address | 2009-08-25 | |
| Change of Address | 2009-09-21 | |
| TEAS Rev, App and/or COA of Atty/Dom.Rep | 2012-10-25 | |
| Change of Address | 2013-03-20 | |
| PR-Section 8 and 9 | 2013-03-21 | |
| Specimen | 2013-03-21 | |
| Notice-Acceptance-Renewal | APPLICATION/XML | 2013-04-06 |
| TEAS Rev, App and/or COA of Atty/Dom.Rep | 2019-01-24 | |
| Courtesy E-Reminder of Sec. 8/Sec. 9 | APPLICATION/XML | 2022-06-10 |
Attorney of Record
Good, Services, and Codes
IC 036. US 100 101 102. G & S: Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Securities brokerage account services that feature an interest bearing feature for cash between investments, electronic cash transactions, and margin loan services; [Banking services; Credit card and] debit card services; Check processing and bill payment services; Annuity investment services; [ Financial investment in the field of variable insurance; ] Financial information provided by electronic means; Administration of employee pension plans; Financial planning; Insurance brokerage; Cash management account services; Fixed income investment services; Electronic funds transfer; Providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; Providing portfolio management services; Providing an interactive online computer database in the field of financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; Providing information by phone and by online means in the field of investment account information and financial research; Providing an online computer database in the fields of investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, and financial planning. FIRST USE: 20010830. FIRST USE IN COMMERCE: 20010830
IC 041. US 100 101 107. G & S: Educational services, namely, conducting seminars, classes, conferences, and workshops in the fields of financial investments, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation. FIRST USE: 20010900. FIRST USE IN COMMERCE: 20010900
| International Codes: | 36 |
| U.S. Codes: | 100,101,102 |
| International Codes: | 41 |
| U.S. Codes: | 100,101,107 |
| Type Code | Type |
|---|---|
| B00001 | In the statement, column 1, lines 24 and 25, "Banking Services; Credit Card and" should be deleted.. |
Trademark Filing History
| Description | Date | Proceeding Number |
|---|---|---|
| COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | 2022-06-10 | |
| TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | 2019-01-24 | |
| ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 2019-01-24 | |
| REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | 2013-04-06 | 75461 |
| REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | 2013-04-06 | 75461 |
| NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | 2013-04-06 | |
| CASE ASSIGNED TO POST REGISTRATION PARALEGAL | 2013-04-06 | 75461 |
| TEAS SECTION 8 & 9 RECEIVED | 2013-03-21 | |
| TEAS CHANGE OF CORRESPONDENCE RECEIVED | 2013-03-20 | |
| TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | 2012-10-25 | |
| ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 2012-10-25 | |
| TEAS CHANGE OF CORRESPONDENCE RECEIVED | 2009-09-21 | |
| TEAS CHANGE OF OWNER ADDRESS RECEIVED | 2009-08-25 | |
| APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | 2009-08-25 | 88888 |
| REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | 2009-06-24 | 69934 |
| ASSIGNED TO PARALEGAL | 2009-06-13 | 69934 |
| TEAS SECTION 8 & 15 RECEIVED | 2009-06-09 | |
| CASE FILE IN TICRS | 2008-05-07 | |
| CORRECTION UNDER SECTION 7 PROCESSED | 2003-10-08 | |
| SEC 7 REQUEST FILED | 2003-08-11 | |
| PAPER RECEIVED | 2003-08-11 | |
| REGISTERED-PRINCIPAL REGISTER | 2003-06-10 | |
| ASSIGNED TO EXAMINER | 2003-04-10 | 76835 |
| ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | 2003-04-10 | |
| STATEMENT OF USE PROCESSING COMPLETE | 2003-04-09 | |
| PAPER RECEIVED | 2003-01-13 | |
| USE AMENDMENT FILED | 2003-01-10 | |
| NOA MAILED - SOU REQUIRED FROM APPLICANT | 2002-07-16 | |
| PUBLISHED FOR OPPOSITION | 2002-04-23 | |
| NOTICE OF PUBLICATION | 2002-04-03 | |
| PREVIOUS ALLOWANCE COUNT WITHDRAWN | 2001-12-11 | |
| APPROVED FOR PUB - PRINCIPAL REGISTER | 2001-12-11 | |
| APPROVED FOR PUB - PRINCIPAL REGISTER | 2001-09-28 | |
| ASSIGNED TO EXAMINER | 2001-09-25 | 72519 |
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