USPTO serial 77732510
CHARLES SCHWAB ADVISOR SERVICES
Reviewed by CopyMark Law Group
Reg. 4135837Status 710
- Filing date
- Status date
- Registration date
- May 1, 2012
- Examiner
- DAWE III, WILLIAM H
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Yusuf Cassim
Yusuf Cassim Charles Schwab & Co., Inc.211 Main StreetSan Francisco, CA 94105UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 016 | Printed material, namely, leaflets, brochures, and pamphlets in the field of investments | SECTION 8 - CANCELLED | — |
| 035 | Providing news, information, research, and analysis in the fields of business, current business events, namely, federal regulatory and legislative changes, global economic trends and economic outlook, government, namely, economics; Providing an on-line computer database in the fields of business, current business events, namely, federal regulatory and legislative changes, global economic trends and economic outlook. Providing information and analysis in the fields of economics, and business by online means; business consulting services in the fields of human capital, business and strategy planning, marketing and business development, transition services for financial advisors, operations support, and compliance resources | SECTION 8 - CANCELLED | — |
| 036 | Providing financial and investment information to investors for use in the trading and analysis of investments, finances and financial planning, via a global computer network; providing news in the field of finance and investments for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; providing financial and investment research data to investors for use in the trading and analysis of investments, finances and financial planning, via a global computer network; providing databases in the field of finance and investment for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; Brokerage services and investment services provided electronically and via global information networks, namely, electronic trading in securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; Brokerage services in the fields of securities, stocks, bonds, mutual funds, managed accounts, structured products, alternative investments, cash products, money market funds, commodities, futures, options, and indices of any of them; Securities brokerage account services namely, an interest bearing feature for cash between investments, access to cash, and margin loans; Banking services; debit card services; Bill payment services; Providing information services in the field of investment accounts; financial administration of retirement plans; Trust services, namely, trust company custody services; Insurance brokerage services; Cash management account services. Fixed income investment services, namely, providing financial trading services and financial information in the field of fixed income investment products; Electronic fund transfer services; Separately managed account and structured financial product services, namely, brokerage of structured products, namely, structured CDs, principal protected notes, buffered notes, return enhanced notes, reverse convertibles, and hedging and monetization strategies for concentrated equity positions; providing financial information and brokerage services relating to third party bank structured investment products, namely, principal protected notes, buffered and leveraged notes, structured certificates of deposit and rate notes; Providing information and financial analysis in the fields of finance, investment, financial planning, and investment strategy; Providing news, information, research, and analysis in the fields of investing, finance, financial planning, and current financial events, namely, macro and microeconomic trends, mergers and acquisitions and bank failures; Providing an on-line computer database in the fields of investing, finance, financial planning, and current financial events, namely, macro and microeconomic trends, mergers and acquisitions and bank failures; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them, provided electronically and via global information networks; Providing information and analysis in the fields of finance, investment, financial planning, and investment strategy by online means; Providing on-line computer databases featuring personal financial information about financial portfolio accounts | SECTION 8 - CANCELLED | — |
| 041 | Educational services, namely, conducting seminars, conferences, lectures, classes, symposiums and workshops in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, asset allocation, and practice management and technology; Providing online publications in the nature of email newsletters and web-based materials, namely, web-based newsletter in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, asset allocation, practice management and technology; and entertainment services, namely, providing webcasts in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, asset allocation, practice management and technology | SECTION 8 - CANCELLED | — |
| 042 | Technology consultation services, namely, consulting services for assisting investment advisors in selecting, implementing and adopting technologies, namely, computer hardware and software, for the provision of financial services; Providing temporary use of on-line non-downloadable software tools for performing investment portfolio transactions, trading, accounting, allocation, reporting, downloading financial account data, data management, performing research, and performance and transaction tracking; Providing temporary use of on-line non-downloadable software tools for tracking and comparing performance of financial products and for research information regarding industry, sector and security financial analyses and ratings | SECTION 8 - CANCELLED | — |
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 016
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named CHARLES SCHWAB ADVISOR SERVICES
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 7, 2018 | C8.. | CANCELLED SEC. 8 (6-YR) | — |
| May 1, 2017 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| 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 | — |
| May 1, 2012 | 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. |
| Mar 27, 2012 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Mar 26, 2012 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Mar 15, 2012 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Mar 1, 2012 | DMCC | DATA MODIFICATION COMPLETED | — |
| Feb 12, 2012 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 9, 2012 | IUAF | USE AMENDMENT FILED | — |
| Feb 9, 2012 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Feb 9, 2012 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Feb 8, 2012 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 8, 2012 | EPPA | TEAS POST PUBLICATION AMENDMENT RECEIVED | — |
| Feb 8, 2012 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 9, 2011 | NOAM | NOA E-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. |
| Jun 14, 2011 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 14, 2011 | 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. |
| May 9, 2011 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 3, 2011 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 3, 2011 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 3, 2011 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 3, 2011 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 3, 2011 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Apr 13, 2011 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 12, 2011 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 12, 2011 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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 13, 2010 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| Oct 13, 2010 | GNRT | NON-FINAL ACTION E-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. |
| Oct 13, 2010 | CNRT | NON-FINAL ACTION WRITTEN | 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. |
| Sep 22, 2010 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 22, 2010 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 21, 2010 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Mar 25, 2010 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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 25, 2010 | GNRT | NON-FINAL ACTION E-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 25, 2010 | CNRT | NON-FINAL ACTION WRITTEN | 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 5, 2010 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 5, 2010 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 2, 2010 | ALIE | ASSIGNED TO LIE | — |
| Feb 5, 2010 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 5, 2010 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Aug 11, 2009 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Aug 11, 2009 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Aug 5, 2009 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| Aug 5, 2009 | GNRT | NON-FINAL ACTION E-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. |
| Aug 5, 2009 | CNRT | NON-FINAL ACTION WRITTEN | 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. |
| Aug 5, 2009 | DOCK | ASSIGNED TO EXAMINER | — |
| May 12, 2009 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 12, 2009 | NWAP | NEW APPLICATION ENTERED | — |