USPTO serial 86978285
CHARLES SCHWAB INTELLIGENT PORTFOLIOS
Reviewed by CopyMark Law Group
Reg. 4929224Status 710
- Filing date
- Status date
- Registration date
- Mar 29, 2016
- Examiner
- CHARLON, BARNEY
- 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 The federal registration is no longer active.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.
Andrea L. Anderson
Andrea L. Anderson Holland & Hart LLPP.O. Box 8749Attn: Trademark DocketingDenver, CO 80201Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing | SECTION 8 - CANCELLED | Mar 9, 2015 |
| 036 | Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments | SECTION 8 - CANCELLED | Mar 9, 2015 |
| 042 | Providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts | SECTION 8 - CANCELLED | Mar 9, 2015 |
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 036
- Other trademarks in Class 042
- Similar marks named CHARLES SCHWAB INTELLIGENT PORTFOLIOS
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 14, 2022 | C8.. | CANCELLED SEC. 8 (6-YR) | — |
| Mar 29, 2021 | 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 | — |
| Mar 29, 2016 | 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. |
| Feb 20, 2016 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Feb 19, 2016 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Feb 11, 2016 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 10, 2016 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 10, 2016 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Feb 10, 2016 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Feb 7, 2016 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Dec 16, 2015 | IUAF | USE AMENDMENT FILED | — |
| Dec 16, 2015 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Dec 16, 2015 | EXT1 | SOU EXTENSION 1 FILED | — |
| Dec 16, 2015 | 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. |
| Dec 16, 2015 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Dec 16, 2015 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jun 23, 2015 | 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. |
| Apr 28, 2015 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 28, 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. |
| Apr 8, 2015 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 25, 2015 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Mar 24, 2015 | ALIE | ASSIGNED TO LIE | — |
| Mar 5, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 2, 2015 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 2, 2015 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 2, 2015 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 2, 2015 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 23, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 13, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 6, 2014 | NWAP | NEW APPLICATION ENTERED | — |