SCHWAB INTELLIGENT TECHNOLOGIES - Trademark Details
Status: 704 - Partial Section 8 Accepted
Image for trademark with serial number 85366886
Serial Number
85366886
Registration Number
4444244
Word Mark
SCHWAB INTELLIGENT TECHNOLOGIES
Status
704 - Partial Section 8 Accepted
Status Date
2019-12-17
Filing Date
2011-07-08
Registration Number
4444244
Registration Date
2013-12-03
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2013-01-08
Attorney Name
Andrea L. Anderson
Law Office Assigned Location Code
L60
Employee Name
DALIER, JOHN DAVID
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"INTELLIGENT TECHNOLOGIES"
Goods and Services
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
Goods and Services
Data management services for others; Preparation and online delivery of customer account reports for others; Data processing services for others; Business information management in the fields of financial portfolio management; Computerized database management in the fields of financial portfolio management; Business consultation services provided to investment advisors in the fields of client management and communications, electronic commerce, investment strategy, development, and marketing
Goods and Services
Online investment account support services for use by investment advisors, namely, providing online services for investment advisors for client investment account creation, financial data management, financial portfolio accounting, securities trading order management, client investment account performance tracking and reporting, and electronic transfer of funds for clients; Providing information and research in the fields of finance and financial investing and planning
Goods and Services
[ Educational services, namely, providing training for investment advisors in the fields of client communications, client management ]
Goods and Services
Computer services, namely, consultation regarding technology, and technical support services provided via the Internet and in person; Consulting services, namely, consultation to investment advisors in the field of customization and selection of computer software for investment account creation, investment portfolio management, data management, securities trade order management, client reporting, fund transfer, portfolio accounting, investment performance tracking, and customer relationship management; providing software application programming interfaces, development tools, platforms and support to financial services professionals and application software providers to implement 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
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2011-07-13
Primary Code
009
First Use Anywhere Date
2011-11-30
First Use In Commerce Date
2011-11-30
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
B - Sec. 8 - Class(es) in a Multiple Class registration -- Partial Cancellation
Class Status Date
2019-12-17
Primary Code
041
First Use Anywhere Date
2013-06-19
First Use In Commerce Date
2013-06-19
Current Trademark Owners
Party Name
Charles Schwab & Co., Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Charles Schwab & Co., Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Charles Schwab & Co., Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Charles Schwab & Co., Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Charles Schwab & Co., Inc.
Address
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Prior Registrations
Relationship TypeReel Number
Prior Registration2706554
Prior Registration3597849
Trademark Events
Event DateEvent Description
2011-07-12NEW APPLICATION ENTERED IN TRAM
2011-07-13NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2011-10-27ASSIGNED TO EXAMINER
2011-11-04NON-FINAL ACTION WRITTEN
2011-11-04NON-FINAL ACTION E-MAILED
2011-11-04NOTIFICATION OF NON-FINAL ACTION E-MAILED
2012-04-25TEAS RESPONSE TO OFFICE ACTION RECEIVED
2012-04-25CORRESPONDENCE RECEIVED IN LAW OFFICE
2012-04-26TEAS/EMAIL CORRESPONDENCE ENTERED
2012-05-16FINAL REFUSAL WRITTEN
2012-05-16FINAL REFUSAL E-MAILED
2012-05-16NOTIFICATION OF FINAL REFUSAL EMAILED
2012-10-25TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2012-10-25ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2012-11-14TEAS REQUEST FOR RECONSIDERATION RECEIVED
2012-11-14CORRESPONDENCE RECEIVED IN LAW OFFICE
2012-11-14TEAS/EMAIL CORRESPONDENCE ENTERED
2012-11-15APPROVED FOR PUB - PRINCIPAL REGISTER
2012-11-30ASSIGNED TO LIE
2012-11-30LAW OFFICE PUBLICATION REVIEW COMPLETED
2012-12-19NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2013-01-08PUBLISHED FOR OPPOSITION
2013-01-08OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2013-03-05NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2013-08-07TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2013-08-07ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2013-09-05TEAS STATEMENT OF USE RECEIVED
2013-10-11CASE ASSIGNED TO INTENT TO USE PARALEGAL
2013-09-05USE AMENDMENT FILED
2013-10-23STATEMENT OF USE PROCESSING COMPLETE
2013-10-29ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2013-10-31LAW OFFICE REGISTRATION REVIEW COMPLETED
2013-11-01NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2013-12-03REGISTERED-PRINCIPAL REGISTER
2018-12-03COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2019-01-24TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2019-01-24ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2019-11-20TEAS SECTION 8 RECEIVED
2019-11-20TEAS CHANGE OF CORRESPONDENCE RECEIVED
2019-12-16CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2019-12-17REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED
2019-12-17NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED