granted
on 30 Nov 2023
Last Applicant/ Owned by
3000 SCHWAB WAY
WESTLAKE
TX
76262
Serial Number
88840665 filed on 19th Mar 2020
Registration Number
N/A
Correspondent Address
Louise Arnott
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Providing online non-downloadable software for use in connection with finance, wealth management, financial information, investment, and trading, namely, investment portfolio management software, and financial risk modeling software; providing online non-downloadable software to view financial information, investment strategy, and investment allocation; providing online non-downloadable software fRead More
Providing online non-downloadable software for use in connection with finance, wealth management, financial information, investment, and trading, namely, investment portfolio management software, and financial risk modeling software; providing online non-downloadable software to view financial information, investment strategy, and investment allocation; providing online non-downloadable software for enabling order execution in connection with trading options and other financial instruments; providing online non-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing online non-downloadable interactive financial planning software; providing online non-downloadable software application for use in database management, transmitting electronic messages, and creating spreadsheets; providing a website featuring technology that enables financial investment advisors to customize the presentation of their clients' individual account information and enables financial investment advisors' clients to view personalized financial investment and account information; providing a web hosting platform featuring technology for digital file and data transaction services; data encryption services for electronically transmitted digital currency transactions and cryptographic assets in the nature of cryptocurrency, virtual currency, and digital currency; software as a service (SAAS) featuring software for trading and managing cryptocurrency, virtual currency, and digital currency
Providing educational services to individuals and professional financial advisors, namely, conducting seminars, classes, and workshops in the fields of finance, financial planning, wealth management, retirement planning, and investment; providing news and commentary in the field of current events relating to financial information, investing, and investment products; entertainment services, namely, providing podcasts in the fields of finance, financial information, financial management, investment, and trading; providing online publications in the nature of magazines, newsletters and reports in the field of financial and investment advice and information
Providing financial information and analysis about financial planning, investment, portfolio management, trading options, analytics, order management, risk modeling, securities, and futures; investment management services; mutual fund investment services; providing an online computer database in the fields of finance, financial portfolio management, financial planning, trading, analytics, order management, risk modeling, securities, futures, and financial alternative plans; securities brokerage services; commodity brokerage; financial investment brokerage services; online discount securities brokerage services; management of a capital investment fund; financial services for financial investment advisors, namely, online financial portfolio management; financial consulting services, namely, advising professional financial advisors about financial portfolio management, wealth management, investment management, and financial planning; financial planning for retirement; individual retirement account services; financial administration of retirement plans and employee benefit plans concerning retirement, finance, and insurance; financial asset management; cash management services; stock broking services; stocks and bonds brokerage; stock exchange information services; providing stock market information; providing information in the field of financial stock, equity markets, and data concerning stock exchanges; financial investment analysis and stock research; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, providing information, analysis, news and commentary about investment products, namely, securities and futures; online financial advisory services in the nature of automated financial robo-advisory services; end-point investor services, namely, capital investment and investment of funds; investment consultation services in the area of investment risk assessment; financial services, namely, administration of donor-advised funds; cryptocurrency and digital currency trading services; financial consultation in the field of cryptocurrency, virtual currency, and digital currency; financial brokerage services for cryptocurrency, virtual currency, and digital currency trading
Economic forecasting and analysis; business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing career placement for financial firms and advisors; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; maintaining and recording the ownership of shares, stocks and securities; personnel management, business consultation, business marketing consultation services, and conducting marketing studies; verifying a chain of custody in the nature of business records management services for maintaining and recording the ownership of digital files and data, maintaining the integrity of digital files and data, and providing proof of ownership of digital files and data
Printed publications, namely, magazines, newsletters, reports, guides, manuals, pamphlets, and brochures, all in the fields of finance and securities
Downloadable software for use in connection with finance, financial planning, wealth management, financial information, investment, and trading, namely, investment portfolio management software; downloadable software for enabling order execution in connection with trading options and other financial instruments; downloadable interactive software for managing and monitoring personal financial and investment accounts; downloadable interactive financial planning software; downloadable software in the nature of a mobile application related to finance, financial planning, wealth management, financial information, investment, and trading, namely, investment portfolio management software and financial risk modeling software; digital media, namely, downloadable audio and video recordings featuring and promoting television news programs; downloadable software for completing digital currency transactions; downloadable software for financial management for use with cryptocurrency, virtual currency, and digital currency; downloadable software for use in the administration, storage, transfer, tracking and managing of decentralized distributed ledger digital tokens; downloadable software in the nature of a mobile application to manage cryptocurrency, virtual currency, and digital currency
No 88840665
No Service Mark
No 888852-0009
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 28th Feb 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 01st Dec 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 30th Nov 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 30th Nov 2023 | SOU EXTENSION 5 GRANTED |
| 20th Nov 2023 | SOU TEAS EXTENSION RECEIVED |
| 20th Nov 2023 | SOU EXTENSION 5 FILED |
| 02th Jun 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 31st May 2023 | SOU TEAS EXTENSION RECEIVED |
| 31st May 2023 | SOU EXTENSION 4 FILED |
| 31st May 2023 | SOU EXTENSION 4 GRANTED |
