SCHWAB

Charles Schwab & Co., Inc.

Application Filed: 2002-01-30
Trademark Application Details
Trademark Logo SCHWAB

Mark For: SCHWAB® trademark registration is intended to cover the categories of brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, money market funds, bonds, mutual funds, commodities, futures, stock options, and indices of financial securities; investment advice in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment advice in the fields of retirement planning, estate planning, life insurance, and college funding; securities brokerage account services that feature an interest bearing feature for cash between investments, access to cash, and margin loans; debit card services; check processing and bill payment services; variable annuity services, namely, [ underwriting, ] administration, and distribution of variable annuity investments; investment account information services, namely, providing brokerage account and investment account information by telephone, by electronic means, and via a global communication network; administration of employee benefit plans; financial planning services; insurance brokerage services, namely, brokerage in the field of life insurance; cash management account services; fixed income investment services; electronic fund transfer services; providing financial planning and investment strategy information and analysis services; providing financial planning and investment strategy information and analysis services via a global communications network; providing portfolio management services; providing portfolio management services via a global communications network; providing a website containing financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the analysis of investments, finances, and financial planning; automated investment brokerage services; providing automated stock trades via a wireless communications system; providing automated stock, mutual fund, and option quotes via a wireless communications system; providing automated alerts via a wireless communication system; providing automated account information via a wireless communications system; providing automated financial information, business news, market data, and information in the fields of personal financial management and investment via a wireless communications system; brokerage services in the field of certificates of deposit; investment services in the field of certificates of deposit; investment advice in the field of certificates of deposit; providing financial information relating to yields of certificates of deposit by telephone and via a global computer network; providing information relating to the availability of certificates of deposit via a global communications network. [all]

Status

2022-08-04 UTC
LIVE REGISTRATION Issued and Active
The trademark application has been registered with the Office.


Research OneLook Acronym Finder
Serial Number76364880
Registration Number2706554
Mark Literal ElementsSCHWAB
Mark Drawing Type1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)
Mark TypeSERVICE MARK
Standard Character ClaimNo
RegisterPRINCIPAL-2(F)
Affidavit TextSECT 15. SECT 8 (6-YR). SECTION 8(10-YR) 20121115.
Affidavit Text1ST RENEWAL 20121115
Current LocationGENERIC WEB UPDATE 2012-11-15
Basis1(a)
Class StatusACTIVE
Primary US Classes
  • 100: Miscellaneous
  • 101: Advertising and Business
  • 102: Insurance and Financial
Primary International Class
  • 036 - Primary Class
  • (Insurance and financial) Insurance; financial affairs; monetary affairs; real estate affairs.
Filed UseYes
Current UseYes
Intent To UseNo
Filed ITUNo
44D FiledNo
44E CurrentNo
66A CurrentNo
Current BasisNo
No BasisNo
Attorney NameAndrea L. Anderson
Law Office AssignedM60
Employee NameLEIPZIG, MARC J

Timeline

1982-08-00Date of First Use
1982-08-01Date of First Use
1982-08-01Date of Use In Commerce
1ST RENEWAL 20121115Renewal Date
2002-01-30Application Filed
2003-01-21Published
2003-01-21Published for Opposition
2003-04-15Trademark Registered
2012-11-15Location: GENERIC WEB UPDATE
2012-11-15Status: Live/Registered
2012-11-15Status: The registration has been renewed.
2013-04-15Renewal Date
2019-01-25Transaction Date

Trademark Parties (Applicants & Owners)

Party: Charles Schwab & Co., Inc.
Address211 Main Street SF211MAIN-06-133 San Francisco, CALIFORNIA UNITED STATES 94105
Legal Entity TypeCorporation
Legal Entity StateCALIFORNIA
Party: Charles Schwab & Co., Inc.
Address211 Main Street SF211MAIN-06-133 San Francisco CA 94105
Legal Entity Type
Legal Entity StateCA

*multiple parties listed, check assignment documents for ownership information

Attorney of Record

Andrea L. Anderson
Holland & Hart LLP
Attn: Trademark Docketing
P.O. Box 8749
Denver CO 80201

Good, Services, and Codes


IC 036. US 100 101 102. G & S: Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, money market funds, bonds, mutual funds, commodities, futures, stock options, and indices of financial securities; investment advice in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment advice in the fields of retirement planning, estate planning, life insurance, and college funding; securities brokerage account services that feature an interest bearing feature for cash between investments, access to cash, and margin loans; debit card services; check processing and bill payment services; variable annuity services, namely, [ underwriting, ] administration, and distribution of variable annuity investments; investment account information services, namely, providing brokerage account and investment account information by telephone, by electronic means, and via a global communication network; administration of employee benefit plans; financial planning services; insurance brokerage services, namely, brokerage in the field of life insurance; cash management account services; fixed income investment services; electronic fund transfer services; providing financial planning and investment strategy information and analysis services; providing financial planning and investment strategy information and analysis services via a global communications network; providing portfolio management services; providing portfolio management services via a global communications network; providing a website containing financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the analysis of investments, finances, and financial planning; automated investment brokerage services; providing automated stock trades via a wireless communications system; providing automated stock, mutual fund, and option quotes via a wireless communications system; providing automated alerts via a wireless communication system; providing automated account information via a wireless communications system; providing automated financial information, business news, market data, and information in the fields of personal financial management and investment via a wireless communications system; brokerage services in the field of certificates of deposit; investment services in the field of certificates of deposit; investment advice in the field of certificates of deposit; providing financial information relating to yields of certificates of deposit by telephone and via a global computer network; providing information relating to the availability of certificates of deposit via a global communications network. FIRST USE: 19820800. FIRST USE IN COMMERCE: 19820800

International Codes:36
U.S. Codes:100,101,102
Type CodeType
GS0361Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, money market funds, bonds, mutual funds, commodities, futures, stock options, and indices of financial securities; investment advice in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment advice in the fields of retirement planning, estate planning, life insurance, and college funding; securities brokerage account services that feature an interest bearing feature for cash between investments, access to cash, and margin loans; debit card services; check processing and bill payment services; variable annuity services, namely, [ underwriting, ] administration, and distribution of variable annuity investments; investment account information services, namely, providing brokerage account and investment account information by telephone, by electronic means, and via a global communication network; administration of employee benefit plans; financial planning services; insurance brokerage services, namely, brokerage in the field of life insurance; cash management account services; fixed income investment services; electronic fund transfer services; providing financial planning and investment strategy information and analysis services; providing financial planning and investment strategy information and analysis services via a global communications network; providing portfolio management services; providing portfolio management services via a global communications network; providing a website containing financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the analysis of investments, finances, and financial planning; automated investment brokerage services; providing automated stock trades via a wireless communications system; providing automated stock, mutual fund, and option quotes via a wireless communications system; providing automated alerts via a wireless communication system; providing automated account information via a wireless communications system; providing automated financial information, business news, market data, and information in the fields of personal financial management and investment via a wireless communications system; brokerage services in the field of certificates of deposit; investment services in the field of certificates of deposit; investment advice in the field of certificates of deposit; providing financial information relating to yields of certificates of deposit by telephone and via a global computer network; providing information relating to the availability of certificates of deposit via a global communications network

Trademark Filing History

DescriptionDateProceeding Number
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED2022-04-15
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED2019-01-24
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED2019-01-24
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)2012-11-1569471
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED2012-11-1569471
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED2012-11-15
CASE ASSIGNED TO POST REGISTRATION PARALEGAL2012-11-1569471
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED2012-10-25
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED2012-10-25
TEAS SECTION 8 & 9 RECEIVED2012-10-19
TEAS CHANGE OF CORRESPONDENCE RECEIVED2012-10-18
TEAS CHANGE OF OWNER ADDRESS RECEIVED2009-09-24
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED2009-09-2488888
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.2009-04-0259807
ASSIGNED TO PARALEGAL2009-03-3159807
TEAS SECTION 8 & 15 RECEIVED2009-03-27
CASE FILE IN TICRS2008-07-17
REGISTERED-PRINCIPAL REGISTER2003-04-15
PUBLISHED FOR OPPOSITION2003-01-21
NOTICE OF PUBLICATION2003-01-01
APPROVED FOR PUB - PRINCIPAL REGISTER2002-11-15
PAPER RECEIVED2002-10-03
CORRESPONDENCE RECEIVED IN LAW OFFICE2002-10-03
ASSIGNED TO EXAMINER2002-09-0974816
NON-FINAL ACTION MAILED2002-06-20
ASSIGNED TO EXAMINER2002-04-1878049

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