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CHARLES SCHWAB
Live/Registered
REGISTERED

on 20 Dec 2022

Last Applicant/ Owned by

3000 Schwab Way

Westlake

TX

76262

Serial Number

97213466 filed on 11th Jan 2022

Registration Number

6930913 registered on 20th Dec 2022

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

THE NON-LATIN CHARACTERS THAT TRANSLITERATE TO "LI CAI"

CHARLES SCHWAB

THE NON-LATIN CHARACTERS THAT TRANSLITERATE TO "LI CAI" The non-Latin characters in the mark transliterate to "JAI XIN LI CAI" and this means "excellent", "trustworthy", "wealth management" in English. Color is not claimed as a feature of the mark. The non-Latin character that transliterates to "JAI" has become distinctive of the goods/services as evidenced by the ownership on the Principal RegRead More

Classification Information


Class [036]
Insurance & Financial Services


Providing financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; Providing information and analysis in the field of financial investments; Providing personalized investment information, investment account management, and securities brokerage services; Investment advisory services; Investment consultation; Investment management; Investment advice; Financial planning; Financial advice; Financial analysis; Financial consultation; Financial management; Retirement fund investment; Financial services, namely, retirement planning and retirement plan administration services; Financial planning for retirement services, namely, trustee services; Providing financial and investment advice, analysis and consultation services; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, exchange traded funds, commodities, futures, options, and indices of any of them; Brokerage services and investment services provided electronically and via global information networks, namely, electronic trading in securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Investment advice and management in the fields of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; Investment brokerage and investment portfolio management services; Investment account information services; Investment fund management; Annuity investment services; Investment advisory services, namely, managed account services; Debit card services, namely, debit card transaction processing services, issuing of debit cards; credit card services, namely, credit card verification, credit card authorization services, credit card transaction processing services, issuing credit cards; Payment processing services, namely, credit card and debit card transaction processing services; Electronic funds transfer services; check writing and bill payment services; Monetary affairs, namely, financial information, management and analysis services; Trust company custody services, namely, maintaining possession of financial assets for others for financial management purposes; trust and investment account services; margin account services; Corporate savings account services; Payment services, namely, payment verification services, bill payment services, credit card payment processing services, payment and funds verification services, check payment guarantee services, and fund transfer services, namely, investment fund transfer and transaction services; Providing information and analysis in the fields of finance, economics, investment, business, and investment strategy; Financial portfolio management; Providing financial information via a website; Providing financial news, information, research, and analysis services and online searchable databases featuring financial information, analysis and research in the fields of investing and finance


First Use Date in General

12th Jun 2013

First Use Date in Commerce

12th Jun 2013

Mark Details


Serial Number

No 97213466

Mark Type

No Service Mark

Attorney Docket Number

No 888677-0077

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.09.21 -

Squares that are completely or partially shaded

28.01.03 -

Japanese and Chinese characters Formerly Inscriptions in Chinese, Japanese, Korean, Vietnamese or other Asian characters

Description of Design Search

The mark consists of the italicized lower case word "CHARLES" stacked over the unitalicized word "SCHWAB" in all caps, both inside a square, and with the Chinese characters "JIA", "XIN", "LI" and "CAI" written vertically to the right of the square.

Legal History


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Status DateAction Taken
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
20th Dec 2022REGISTERED-PRINCIPAL REGISTER
20th Dec 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
04th Oct 2022PUBLISHED FOR OPPOSITION
04th Oct 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
14th Sep 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED