USPTO serial 78352094
Serial No. 78352094
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 14, 2007
- Examiner
- YONTEF, DAVID ERIC
- Law office
- GENERIC WEB UPDATE
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Louise Arnott
Louise Arnott Michael Best & Friedrich LLP444 W. Lake Street, Suite 3200Chicago, IL 60606United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 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 | Feb 10, 2004 |
| 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 | Feb 10, 2004 |
| 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 | Feb 10, 2004 |
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 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 14, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| 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 | — |
| 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 | — |
| 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 | — |
| Jul 8, 2017 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jul 8, 2017 | 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. |
| Jul 8, 2017 | 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. |
| Jul 8, 2017 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 1, 2017 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Aug 14, 2016 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Aug 24, 2013 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Aug 23, 2013 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Aug 23, 2013 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 7, 2013 | 815F | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED | — |
| Aug 7, 2013 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Aug 7, 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 | — |
| Sep 29, 2009 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 29, 2009 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Aug 14, 2007 | 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. |
| Jul 6, 2007 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Jul 3, 2007 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jun 12, 2007 | ACEC | AMENDMENT FROM APPLICANT ENTERED | — |
| Jun 12, 2007 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 11, 2007 | PAPER RECEIVED | — | |
| Jan 29, 2007 | 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 26, 2007 | CNFR | SU - 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. |
| Jan 11, 2007 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 6, 2007 | ACEC | AMENDMENT FROM APPLICANT ENTERED | — |
| Jan 6, 2007 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 6, 2007 | ALIE | ASSIGNED TO LIE | — |
| Dec 4, 2006 | PAPER RECEIVED | — | |
| Nov 13, 2006 | PAPER RECEIVED | — | |
| May 8, 2006 | 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 5, 2006 | CNRT | SU - 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. |
| Apr 28, 2006 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 7, 2006 | PAPER RECEIVED | — | |
| Apr 4, 2006 | IUAF | USE AMENDMENT FILED | — |
| Oct 4, 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. |
| Jul 12, 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. |
| Jun 22, 2005 | NPUB | NOTICE OF PUBLICATION | — |
| Feb 11, 2005 | ALIE | ASSIGNED TO LIE | — |
| Feb 11, 2005 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Feb 4, 2005 | ALIE | ASSIGNED TO LIE | — |
| Jan 28, 2005 | CNEA | EXAMINERS AMENDMENT MAILED | — |
| Jan 28, 2005 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 28, 2005 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 19, 2005 | ACEC | AMENDMENT FROM APPLICANT ENTERED | — |
| Dec 30, 2004 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 30, 2004 | PAPER RECEIVED | — | |
| Jun 28, 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 24, 2004 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 21, 2004 | NWAP | NEW APPLICATION ENTERED | — |