USPTO serial 85366886
SCHWAB INTELLIGENT TECHNOLOGIES
Reviewed by CopyMark Law Group
Reg. 4444244Status 710
- Filing date
- Status date
- Registration date
- Dec 3, 2013
- Examiner
- DALIER, JOHN DAVID
- Law office
- —
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 The federal registration is no longer active.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.
Louise Arnott
Louise Arnott Michael Best & Friedrich LLP444 W. Lake Street, Suite 3200Chicago, IL 60606United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Software application programming interfaces, development tools and platforms provided to third party financial services professionals and application software providers to allow for integration and communication between software utilized by investment advisors and software for investment account creation, investment portfolio management, data management, securities trade order management, client reporting, fund transfer, portfolio accounting and investment performance tracking | SECTION 8 - CANCELLED | Nov 30, 2011 |
| 041 | [ Educational services, namely, providing training for investment advisors in the fields of client communications, client management ] | SECTION 8 - CANCELLED | Jun 19, 2013 |
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 009
- Other trademarks in Class 041
- Similar marks named SCHWAB INTELLIGENT TECHNOLOGIES
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 14, 2024 | CAEX | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 | — |
| 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 | — |
| Dec 3, 2022 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Dec 17, 2019 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Dec 17, 2019 | 8.PR | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED | — |
| Dec 16, 2019 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 20, 2019 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 20, 2019 | ES8R | TEAS SECTION 8 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 | — |
| Dec 3, 2018 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 3, 2013 | 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. |
| Nov 1, 2013 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 31, 2013 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Oct 29, 2013 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 23, 2013 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 11, 2013 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Sep 5, 2013 | IUAF | USE AMENDMENT FILED | — |
| Sep 5, 2013 | 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. |
| Aug 7, 2013 | 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. |
| Aug 7, 2013 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 5, 2013 | 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. |
| Jan 8, 2013 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 8, 2013 | 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. |
| Dec 19, 2012 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 30, 2012 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Nov 30, 2012 | ALIE | ASSIGNED TO LIE | — |
| Nov 15, 2012 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 14, 2012 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 14, 2012 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 14, 2012 | ERFR | TEAS REQUEST FOR RECONSIDERATION 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 | — |
| May 16, 2012 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| May 16, 2012 | GNFR | FINAL REFUSAL E-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. |
| May 16, 2012 | 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. |
| Apr 26, 2012 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 25, 2012 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 25, 2012 | 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. |
| Nov 4, 2011 | 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. |
| Nov 4, 2011 | 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. |
| Nov 4, 2011 | 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. |
| Oct 27, 2011 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 13, 2011 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 12, 2011 | NWAP | NEW APPLICATION ENTERED | — |