USPTO serial 76155474
SOLUTIONS FOR ACTIVE INVESTORS
Reviewed by CopyMark Law Group
Status 606
- Filing date
- Status date
- Registration date
- —
- Examiner
- DALIER, JOHN DAVID
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Brian Keating
ELLEN BOESNER SF88KNY 06-302CHARLES SCHWAB & CO101 MONTGOMERY ST STE 200SAN FRANCISCO, CA 94104-4175Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; Investment services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; Investment advice in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; Securities brokerage account services that feature an interest bearing feature for cash between investments, electronic cash transactions, and margin loan services; Debit card services; Check processing services; Variable annuity services, namely, underwriting, administration, and distribution of variable annuity investments; Investment account information services, namely, providing brokerage account and investment account information in person, by telephone, by wireless communications devices, by electronic means, and via a global communications network; Financial planning services; Insurance services, namely, brokerage in the field of life insurance; Cash management account services; Fixed income investment services; Electronic fund transfer services; Providing portfolio management services; Providing portfolio management services via a global communications network; Providing a website containing 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 | ACTIVE | — |
| 041 | Educational services, namely, conducting seminars, classes, conferences, and workshops in the fields of financial investments, finance, 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 in Class 036
- Other trademarks in Class 041
- Similar marks named SOLUTIONS FOR ACTIVE INVESTORS
- Prosecution event ABN6 explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 18, 2003 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Jul 9, 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. |
| Apr 16, 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. |
| Mar 27, 2002 | NPUB | NOTICE OF PUBLICATION | — |
| Jan 3, 2002 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 1, 2001 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 28, 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. |
| Mar 14, 2001 | DOCK | ASSIGNED TO EXAMINER | — |