USPTO serial 86226960
SCHWAB RETIREMENT TECHNOLOGIES
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 9, 2015
- Examiner
- MAKHDOOM, SAIMA
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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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 3200Michael Best & Friedrich LLPChicago, IL 60606Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 041 | Educational services, namely, conducting classes, webcasts, workshops and customized computer training sessions for third party retirement plan administrators, bank trust departments, mutual fund companies and retirement plan record keepers regarding computer hardware and software for administration and record keeping of retirement plans | ACTIVE | Sep 20, 2001 |
| 042 | Computer software development in the field of software and mobile applications for retirement plan administration and record keeping; application service provider, namely, developing, hosting, managing and maintaining software in the field of retirement plan administration, record keeping and customer service; providing temporary use of non-downloadable software that allows third party retirement plan administrators, bank trust departments, mutual fund companies, retirement plan record keepers and financial advisors to access, view and administer retirement plan; providing temporary use of non downloadable software that allows retirement plan participants to access and view retirement plan account data and information | ACTIVE | Jan 1, 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 041
- Other trademarks in Class 042
- Similar marks named SCHWAB RETIREMENT TECHNOLOGIES
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 21, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jun 21, 2025 | 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. |
| Jun 21, 2025 | 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. |
| Jun 21, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 14, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jun 10, 2024 | 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 | — |
| Mar 1, 2021 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Mar 1, 2021 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Mar 1, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 24, 2020 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 9, 2020 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| 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 | — |
| Jun 9, 2015 | 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. |
| May 29, 2015 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 24, 2015 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 24, 2015 | 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 4, 2015 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 13, 2015 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Feb 11, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 10, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 10, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 10, 2015 | ALIE | ASSIGNED TO LIE | — |
| Feb 10, 2015 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 10, 2015 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 10, 2015 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 12, 2015 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jan 12, 2015 | 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. |
| Jan 12, 2015 | 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 13, 2014 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 12, 2014 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 12, 2014 | 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. |
| Jun 16, 2014 | 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. |
| Jun 16, 2014 | 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. |
| Jun 16, 2014 | 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. |
| Jun 15, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 3, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 24, 2014 | NWAP | NEW APPLICATION ENTERED | — |