USPTO serial 87975844
SCHWAB INTELLIGENT ADVISORY
Reviewed by CopyMark Law Group
Reg. 5377024Status 710
- Filing date
- Status date
- Registration date
- Jan 9, 2018
- Examiner
- SPARER, KATERINA DOROTHY
- 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 The federal registration is no longer active.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.
Louise Arnott
Louise Arnott Michael Best & Friedrich LLP444 W. Lake Street, Suite 3200Chicago, IL 60606United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, and monitoring for investment purposes of financial and investment account transactions and account balances, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financial and investment advice, analysis and consultation services; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services, all by means of a global computer network, by wireless mobile devices and by telephone | SECTION 8 - CANCELLED | Mar 14, 2017 |
| 042 | providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial investment accounts; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; providing temporary use of online non-downloadable interactive financial planning software | SECTION 8 - CANCELLED | Mar 14, 2017 |
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 036
- Other trademarks in Class 042
- Similar marks named SCHWAB INTELLIGENT ADVISORY
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 22, 2024 | C8.. | CANCELLED SEC. 8 (6-YR) | — |
| 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 9, 2023 | 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 | — |
| Jan 9, 2018 | 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. |
| Dec 7, 2017 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Dec 6, 2017 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Dec 5, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 5, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 30, 2017 | ALIE | ASSIGNED TO LIE | — |
| Nov 17, 2017 | 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. |
| Sep 28, 2017 | 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. |
| Sep 28, 2017 | 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. |
| Sep 28, 2017 | 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. |
| Sep 13, 2017 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 13, 2017 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Sep 12, 2017 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 28, 2017 | IUAF | USE AMENDMENT FILED | — |
| Aug 28, 2017 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Aug 28, 2017 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Aug 28, 2017 | 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. |
| Feb 28, 2017 | 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 3, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 3, 2017 | 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 14, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 21, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 18, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Nov 18, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Nov 18, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Nov 18, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Nov 16, 2016 | GPRN | NOTIFICATION OF PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Nov 16, 2016 | GPRA | PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Nov 16, 2016 | CPRA | PRIORITY ACTION WRITTEN | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Nov 9, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 2, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 1, 2016 | NWAP | NEW APPLICATION ENTERED | — |