USPTO serial 78331760
SCHWAB ADVISED INVESTING FOUNDATIONAL
Reviewed by CopyMark Law Group
Status 606
- Filing date
- Status date
- Registration date
- —
- Examiner
- YAO, GRETTA
- Law office
- INTENT TO USE SECTION
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
Need help with SCHWAB ADVISED INVESTING FOUNDATIONAL?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
John A. Hughes, Esq.
ELLEN BOESNER SF120KNY 04-239CHARLES SCHWAB & CO INC101 MONTGOMERY STSAN FRANCISCO, CA 94104Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable electronic publications in the nature of booklets, newsletters, research reports, workbooks, leaflets, brochures, and pamphlets, in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics; downloadable software for use by investors in the trading and analysis of investments, finances, financial markets, and financial planning, via a global computer network, namely, software for electronic trading in all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; downloadable software for providing financial and investment information, financial and investment news, and financial and investment research; downloadable software for maintaining financial and investment databases | ACTIVE | — |
| 016 | Printed materials, namely, booklets, newsletters, research reports, workbooks, leaflets, brochures, and pamphlets in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics | ACTIVE | — |
| 035 | Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement planning, and wealth management; providing information and analysis in the fields of economics and business, namely, industry and sector reports and forecasts, economic reports and forecasts; provision of news, information, research, databases, and analysis in the field of economics via electronic communication networks | ACTIVE | — |
| 036 | Financial investment services, investment advice and investment management services, and investment brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; financial planning and financial portfolio management services; banking services; Insurance brokerage services; annuity investment services; providing information and analysis in the fields of finance, investment, financial planning, and financial investment strategy; providing an interactive online computer database in the field of financial portfolio management, financial investing, finance, financial planning, financial news, financial information, and analysis in the fields of financial investing, finance, financial planning, financial decision making, financial investment research; financial analysis, namely, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; brokerage services and investment services provided electronically and via global information networks, namely, electronic trading for all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; financial portfolio management services provided via electronic communication networks; provision of news, information research, databases, and analysis in the fields of financial investing, finance, and financial planning via electronic communication networks; securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; credit card and debit card services; bill payment services, namely, check writing; bill payment services; cash management account services; financial investment services, namely, fixed income investment services; electronic payment services, namely, electronic processing and transmission of bill payment data, and electronic fund transfer services | ACTIVE | — |
| 041 | Educational services, namely, conducting seminars and workshops in the fields of investment, 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 009
- Other trademarks in Class 016
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named SCHWAB ADVISED INVESTING FOUNDATIONAL
- Prosecution event MAB6 explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jan 30, 2007 | MAB6 | ABANDONMENT NOTICE MAILED - 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. |
| Jan 30, 2007 | 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. |
| Jun 28, 2006 | EX1G | SOU EXTENSION 1 GRANTED | — |
| May 30, 2006 | PAPER RECEIVED | — | |
| May 26, 2006 | EXT1 | SOU EXTENSION 1 FILED | — |
| Nov 29, 2005 | 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. |
| Sep 6, 2005 | 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. |
| Aug 17, 2005 | NPUB | NOTICE OF PUBLICATION | — |
| May 3, 2005 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Apr 29, 2005 | ALIE | ASSIGNED TO LIE | — |
| Apr 26, 2005 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 25, 2005 | ACEC | AMENDMENT FROM APPLICANT ENTERED | — |
| Apr 11, 2005 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 11, 2005 | PAPER RECEIVED | — | |
| Jan 13, 2005 | 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. |
| Jan 12, 2005 | CNFR | FINAL REFUSAL WRITTEN | 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. |
| Dec 30, 2004 | ACEC | AMENDMENT FROM APPLICANT ENTERED | — |
| Dec 17, 2004 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 17, 2004 | PAPER RECEIVED | — | |
| Jun 15, 2004 | 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. |
| Jun 14, 2004 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 15, 2003 | NWAP | NEW APPLICATION ENTERED | — |