NOTE TO THE FILE
SERIAL NUMBER: 88309295
DATE: 05/07/2019
NAME: akeam
NOTE:
Searched:
Lexis/Nexis
OneLook
Wikipedia
Acronym Finder Protest evidence reviewed
Other:Checked:
Geographic significance
Surname
Translation
ID with ID/CLASS mailboxChecked list of approved Canadian attorneys and agents
Discussed file with
Attorney/Applicant via:
phone Left message with
X email Attorney/ApplicantRequested Law Library search Issued Examiner’s Amendment
for: and entered changes in TRADEUPSPRINT DO NOT PRINT Added design code in TRADEUPS
Description of the mark
Translation statement Re-imaged standard character
drawing
Negative translation statement
Consent of living individual Contacted TM MADRID ID/CLASS
about misclassified definite ID
Changed TRADEUPS to:From: Betsy Bengtson [mailto:BPBengtson@hollandhart.com]
Sent: Tuesday, May 07, 2019 11:16 AM
To: Keam, Alex <Alex.Keam@USPTO.GOV>
Cc: Andrea Anderson <aanderson@hollandhart.com>; Boesner, Ellen <Ellen.Boesner@Schwab.com>
Subject: FW: ATTN: Betsy P Bengtson TRADEMARK APPLICATION SERIAL NO(S): 88309295 SCHWAB MONEYWISE (H&H: 29668.5307)
Dear Alex,
Our client approves of your suggested amendment. We understand the final description of services will read as shown below:
- Class 36: Providing information and advice in the fields of personal finance, financial planning, investing, and insurance; providing online financial calculators
- Class 42: 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
If this is accurate, please proceed with an Examiner’s Amendment as you offered. Thank you.
Regards, Betsy
Betsy Bengtson
Attorney, Holland & Hart LLP
555 17th Street, Suite 3200, Denver, CO 80202
T 303.295.8284 E bpbengtson@hollandhart.com
CONFIDENTIALITY NOTICE: This message is confidential and may be privileged. If you believe that this email has been sent to you in error, please reply to the sender that you received the message in error; then please delete this e-mail.
From: Keam, Alex <Alex.Keam@USPTO.GOV>
Sent: Monday, May 6, 2019 8:46 AM
To: HH Docket <Docket@hollandhart.com>; ellen.boesner@schwab.com
Cc: Keam, Alex <Alex.Keam@USPTO.GOV>
Subject: ATTN: Betsy P Bengtson TRADEMARK APPLICATION SERIAL NO(S): 88309295 SCHWAB MONEYWISE
ATTN: Betsy P Bengtson
THIS IS AN INFORMAL CORRESPONDENCE REGARDING THE ABOVE NAMED APPLICATION(S):
I’m the USPTO attorney reviewing the above referenced application(s). The following issue(s) need to be addressed before the file can be approved for publication:
--The class 41 services is not acceptable because it is indefinite and the nature of the nature of the services does not correspond with the specimens. The following may be adopted, if accurate:
Providing information and advice in the fields of personal finance, financial planning, investing, and insurance; providing online financial calculators, in class 36;
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, in class 42.
The class 41 services is changed to class 42 services.
PLEASE RESPOND WITHIN TWO DAYS VIA PHONE OR EMAIL TO AUTHORIZE THE AMENDMENT(S); OTHERWISE AN OFFICE ACTION WILL ISSUE
I can take care of the above with an Examiner’s Amendment once you reply via email or phone. If I don’t hear back from you, an Office Action will be issued for the issue(s) stated above and you can use our online response form to fix the issue(s) yourself: http://teas.gov.uspto.report/office/roa
THANK YOU
/Alex Seong Keam/
Attorney-Advisor
Law Office 114
Phone: (571) 272-9176
Fax for Responses: (571) 273-9114
Email: alex.keam@uspto.gov