SCHWAB MONEYWISE

Charles Schwab & Co., Inc.

Application Filed: 2019-02-20
Trademark Application Details
Trademark Logo SCHWAB MONEYWISE

Mark For: SCHWAB MONEYWISE® trademark registration is intended to cover the categories of providing information and advice in the fields of personal finance, financial planning, investing, and insurance; providing online financial calculators. [all]

Status

2020-08-25 UTC
LIVE REGISTRATION Issued and Active
The trademark application has been registered with the Office.


Research OneLook Acronym Finder
Serial Number88309295
Registration Number5856486
Mark Literal ElementsSCHWAB MONEYWISE
Mark Drawing Type4 - STANDARD CHARACTER MARK
Mark TypeSERVICE MARK
RegisterPRINCIPAL
Current LocationPOST REGISTRATION 2020-06-06
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
Domestic RepresentativeBetsy P Bengtson
Attorney NameBetsy P Bengtson
Attorney Docket Number29668.5305
Law Office AssignedM50
Employee NameKEAM, ALEX S

Timeline

2009-02-00Date of First Use
2009-02-01Date of First Use
2009-02-01Date of Use In Commerce
2019-02-20Application Filed
2019-06-25Published
2019-06-25Published for Opposition
2019-09-10Location: PUBLICATION AND ISSUE SECTION
2019-09-10Status: Live/Registered
2019-09-10Status: Registered. The registration date is used to determine when post-registration maintenance documents are due.
2019-09-10Trademark Registered
2019-09-10Transaction Date
2020-06-06Location: POST REGISTRATION

Trademark Parties (Applicants & Owners)

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

*multiple parties listed, check assignment documents for ownership information

Documents

DrawingJPEG2019-02-20
SpecimenJPEG2019-02-20
TEAS RF New ApplicationMULTI2019-02-20
XSearch Search SummaryXML2019-05-06
Examiners AmendmentXML2019-05-07
Notation to FileXML2019-05-07
Notation to FileXML2019-05-07
Amendment and Mail Process CompleteMULTI2019-05-08
TRAM Snapshot of App at Pub for OppostnMULTI2019-05-08
Notice of PublicationXML2019-06-05
Notification Of Notice of PublicationXML2019-06-05
OG Publication ConfirmationAPPLICATION/XML2019-06-25
Registration CertificatePDF2019-09-10
Section 7 RequestMULTI2020-05-05
Updated Registration CertificatePDF2020-07-14

Attorney of Record

BETSY P BENGTSON
HOLLAND & HART LLP
PO BOX 8749
ATTN: TRADEMARK DOCKETING
DENVER, CO 80201

Good, Services, and Codes


IC 036. US 100 101 102. G & S: Providing information and advice in the fields of personal finance, financial planning, investing, and insurance; providing online financial calculators. FIRST USE: 20090200. FIRST USE IN COMMERCE: 20090200
IC 042. US 100 101. G & S: Providing temporary use of online non-downloadable software in the fields of personal finance, financial planning, investing, and insurance, for conducting financial assessment and surveys and providing worksheets for calculating how much to save for retirement, estimating personal net worth, and organizing financial documents. FIRST USE: 20090200. FIRST USE IN COMMERCE: 20090200

International Codes:36
U.S. Codes:100,101,102
International Codes:41
U.S. Codes:100,101,107
International Codes:42
U.S. Codes:100,101
Type CodeType
GS0361Providing information and advice in the fields of personal finance, financial planning, investing, and insurance; providing online financial calculators
GS0361Providing information and advice in the fields of personal finance, financial planning, investing, and insurance; providing online financial calculators

Trademark Filing History

DescriptionDateProceeding Number
CORRECTION UNDER SECTION 7 – PROCESSED2020-06-0675184
CASE ASSIGNED TO POST REGISTRATION PARALEGAL2020-06-0475184
TEAS SECTION 7 REQUEST RECEIVED2020-05-05
REGISTERED-PRINCIPAL REGISTER2019-09-10
PUBLISHED FOR OPPOSITION2019-06-25
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED2019-06-25
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED2019-06-05
ASSIGNED TO LIE2019-05-2068552
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED2019-05-076328
EXAMINERS AMENDMENT E-MAILED2019-05-076328
EXAMINERS AMENDMENT -WRITTEN2019-05-0775571
EXAMINER'S AMENDMENT ENTERED2019-05-0788888
APPROVED FOR PUB - PRINCIPAL REGISTER2019-05-07
ASSIGNED TO EXAMINER2019-05-0175571
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM2019-03-13
NEW APPLICATION ENTERED IN TRAM2019-02-23

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