SCHWAB PLAN COMPREHENSIVE
Charles Schwab & Co., Inc.
Mark For: SCHWAB PLAN COMPREHENSIVE™ trademark registration is intended to cover the categories of
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Acronym Finder
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| Serial Number | 88810132 |
| Mark Literal Elements | SCHWAB PLAN COMPREHENSIVE |
| Mark Drawing Type | 4 - STANDARD CHARACTER MARK |
| Mark Type | SERVICE MARK |
| Register | PRINCIPAL-2(F)-IN PART |
| Current Location | INTENT TO USE SECTION 2020-08-04 |
| Basis | 1(b) |
| Class Status | ACTIVE |
| Primary US Classes |
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| Primary International Class |
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| Filed Use | No |
| Current Use | No |
| Intent To Use | Yes |
| Filed ITU | Yes |
| 44D Filed | No |
| 44E Current | No |
| 66A Current | No |
| Current Basis | No |
| No Basis | No |
| Attorney Name | Catherine C. Miller |
| Attorney Docket Number | 29668.5367 |
Timeline
| 2020-02-25 | Application Filed |
| 2020-02-28 | Location: NEW APPLICATION PROCESSING |
| 2020-02-28 | Status: Live/Pending |
| 2020-02-28 | Transaction Date |
| 2020-06-09 | Published |
| 2020-08-04 | Location: INTENT TO USE SECTION |
| 2020-08-04 | Status: Notice of Allowance (NOA) sent (issued) to the applicant. Applicant must file a Statement of Use or Extension Request within six |
Trademark Parties (Applicants & Owners)
| Party: |  Charles Schwab & Co., Inc. |
| Address | 211 Main Street San Francisco, CALIFORNIA UNITED STATES 94105 |
| Legal Entity Type | Corporation |
| Legal Entity State | CALIFORNIA |
| Party: | Charles Schwab & Co., Inc. |
| Address | 211 Main Street San Francisco CA 94105 |
| Legal Entity Type | |
| Legal Entity State | CA |
*multiple parties listed, check assignment documents for ownership information
Documents
 Application | MULTI | 2020-02-25 |
 Drawing | JPEG | 2020-02-25 |
| XSearch Search Summary | XML | 2020-04-03 |
| Examiners Amendment | XML | 2020-04-10 |
| Amendment and Mail Process Complete | MULTI | 2020-04-11 |
| TRAM Snapshot of App at Pub for Oppostn | MULTI | 2020-04-28 |
| Notice of Publication | XML | 2020-05-20 |
| Notification Of Notice of Publication | XML | 2020-05-20 |
| OG Publication Confirmation | XML | 2020-06-09 |
| Notice of Allowance | APPLICATION/XML | 2020-08-04 |
Attorney of Record
Good, Services, and Codes
IC 036. US 100 101 102. G & S: Customized personal financial, investment management, and advisory services, namely, providing information, analysis, and advice in the fields of finance, financial investments, retirement planning, retirement savings, and retirement fund distribution, budgeting, banking, borrowing, education savings planning, college savings planning, estate planning, and financial risk management and insurance planning; investment consultation and financial administration for retirement plans; all by means of a global computer network, by wireless mobile devices, and by telephone
| International Codes: | 36 |
| U.S. Codes: | 100,101,102 |
| Type Code | Type |
|---|---|
| GS0361 | Customized personal financial, investment management, and advisory services, namely, providing information, analysis, and advice in the fields of finance, financial investments, retirement planning, retirement savings, and retirement fund distribution, budgeting, banking, borrowing, education savings planning, college savings planning, estate planning, and financial risk management and insurance planning; investment consultation and financial administration for retirement plans; all by means of a global computer network, by wireless mobile devices, and by telephone |
Trademark Filing History
| Description | Date | Proceeding Number |
|---|---|---|
| NOA E-MAILED - SOU REQUIRED FROM APPLICANT | 2020-08-04 | |
| PUBLISHED FOR OPPOSITION | 2020-06-09 | |
| OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | 2020-06-09 | |
| NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | 2020-05-20 | |
| ASSIGNED TO LIE | 2020-05-05 | 74221 |
| APPROVED FOR PUB - PRINCIPAL REGISTER | 2020-04-27 | |
| NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | 2020-04-10 | 6328 |
| EXAMINERS AMENDMENT E-MAILED | 2020-04-10 | 6328 |
| EXAMINERS AMENDMENT -WRITTEN | 2020-04-10 | 93662 |
| EXAMINER'S AMENDMENT ENTERED | 2020-04-10 | 88888 |
| ASSIGNED TO EXAMINER | 2020-04-03 | 93662 |
| NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM | 2020-02-28 | |
| NEW APPLICATION ENTERED IN TRAM | 2020-02-28 |
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