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CHARLES SCHWAB
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 10 Dec 2023

Last Applicant/ Owned by

3000 Schwab Way

Westlake

TX

76262

Serial Number

87630244 filed on 02th Oct 2017

Registration Number

5448590 registered on 17th Apr 2018

in the Principal Register

Correspondent Address

Louise Arnott

Michael Best & Friedrich LLP

444 W. Lake Street, Suite 3200

Chicago,IL 60606

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

CHARLES SCHWAB

providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; software as a service (SAAS) services comprised of computer software for use in on-line trading of securities and portfolio management in the fields of finance and investments Color is not claimed as a feature of the mark. A house Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; software as a service (SAAS) services comprised of computer software for use in on-line trading of securities and portfolio management in the fields of finance and investments


First Use Date in General

11th Jun 2013

First Use Date in Commerce

23rd Jun 2013

Class [041]
Education and Entertainment Services


educational services, namely, conducting seminars, webcasts, on-line training sessions, classes, conferences and workshops in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation


First Use Date in General

11th Jun 2013

First Use Date in Commerce

11th Jun 2013

Class [036]
Insurance & Financial Services


A house mark for a full line of financial and investment services; credit card services


First Use Date in General

11th Jun 2013

First Use Date in Commerce

11th Jun 2013

Class [016]
Paper Goods and Printed Material


printed periodical publications in the field of finance and investments


First Use Date in General

31st Jul 2013

First Use Date in Commerce

31st Jul 2013

Class [009]
Computer & Software Products & Electrical & Scientific Products


downloadable software, namely, computer software and mobile applications for conducting account transactions, securities trades, research, analysis and portfolio management activities, all in the fields of finance and investments; downloadable software, namely, computer software and mobile applications for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; downloadable software, namely, computer software and mobile applications for communicating directly with financial services professionals; downloadable electronic publications, namely, brochures, newsletters, reports and instructional and teaching materials in the fields of investments and finance


First Use Date in General

11th Jun 2013

First Use Date in Commerce

23rd Jun 2013

Mark Details


Serial Number

No 87630244

Mark Type

No Service Mark

Attorney Docket Number

No 888677-0070

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Description of Design Search

The mark consists of the word "CHARLES" in lower case italic letters over the word "SCHWAB" in upper case non-italic letters, in the center of a solid square.

Legal History


Show more

Status DateAction Taken
10th Dec 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10th Dec 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
10th Dec 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07th Dec 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
07th Dec 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07th Dec 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07th Dec 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07th Dec 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
12th Jun 2023TEAS SECTION 8 & 15 RECEIVED
17th Apr 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED