USPTO serial 76137157
Serial No. 76137157
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 4, 2003
- Examiner
- JOHNSON, AISHA CLARKE
- Law office
- GENERIC WEB UPDATE
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; securities brokerage account services that feature interest bearing money market funds whose shares are available for automatic investment and redemption, access to cash, and margin loans; debit card services; check writing and bill payment services; variable annuity services, namely, [underwriting,] administration, and distribution of variable annuity investments; [variable insurance investment services;] investment account information services;[ retirement plan services including trustee services and retirement plan recordkeeping services; trust company custody services] financial planning services; insurance services, namely, brokerage in the field of life insurance; cash management account services; fixed income investment services; bill payment services and electronic funds transfer services; providing information and analysis in the fields of finance, economics, investment, business, financial planning and investment strategy; providing portfolio management services, tools and account information via a global communication network; providing financial decision making tools and financial investment research tools via a global communication network; providing a website with financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the analysis of investments, finances, and financial planning; providing a website containing business and economic news pertaining to the field of investments and financial planning | ACTIVE | — |
| 041 | Educational services, namely, conducting classes, seminars, workshops, and conferences in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Charles Schwab & Co., Inc.
- Other trademarks owned by Charles Schwab & Co., Inc.
- Other trademarks owned by Charles Schwab & Co., Inc.
- Other trademarks in Class 036
- Other trademarks in Class 041
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 15, 2024 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Mar 15, 2024 | RNL2 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Mar 15, 2024 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Mar 15, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 7, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 7, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 7, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 7, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 7, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 10, 2023 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jan 30, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 30, 2023 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Jan 30, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 30, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 4, 2022 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jan 24, 2019 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 24, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 20, 2013 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Sep 20, 2013 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Sep 20, 2013 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Sep 11, 2013 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 3, 2013 | 89AF | REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED | — |
| Sep 3, 2013 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Sep 3, 2013 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 25, 2012 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 25, 2012 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 20, 2009 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Nov 17, 2009 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 4, 2009 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Sep 24, 2009 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 24, 2009 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 4, 2003 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Aug 19, 2003 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 19, 2003 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 18, 2003 | CFIT | CASE FILE IN TICRS | — |
| Jul 31, 2003 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 8, 2003 | PAPER RECEIVED | — | |
| Jun 26, 2003 | IUAF | USE AMENDMENT FILED | — |
| Dec 31, 2002 | NOAM | NOA MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Oct 8, 2002 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Sep 18, 2002 | NPUB | NOTICE OF PUBLICATION | — |
| Jul 31, 2002 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 29, 2002 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| May 16, 2002 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 3, 2002 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| May 1, 2002 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Jan 18, 2002 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 25, 2001 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 21, 2001 | CNFR | FINAL REFUSAL MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Feb 21, 2001 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Feb 17, 2001 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 7, 2001 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 22, 2000 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |