CSIM
Live / Registered — Registered and renewed (as of 12 Apr 2017)
What this means for you
Registered since 19 Jun 2007. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (the §8 & §9 renewal is due by 19 Jun 2027, and its filing window is open now).
Record
- Serial number
- 77036388
- Registration number
- 3252820
- Mark type
- Word mark
- Filed
- 03 Nov 2006
- Published for opposition
- 03 Apr 2007
- Registered
- 19 Jun 2007
- Current term from
- 19 Jun 2017
- Next maintenance filing
- §8 & §9 renewal, due by 19 Jun 2027 (grace period to 19 Dec 2027)
- Attorney of record
- Louise Arnott
Goods and services
- Class 036 — Insurance and financial services: Investment advisory services, namely, managed account services
Owner
- Charles Schwab & Co., Inc., Westlake, TX, US
- Charles Schwab & Co., Inc., San Francisco, CA, US
- Charles Schwab & Co., Inc., San Francisco, CA, US
Prosecution history
- 19 Jun 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 07 Dec 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 07 Dec 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 07 Dec 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 07 Dec 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 07 Dec 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 30 Jan 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 30 Jan 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 30 Jan 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 30 Jan 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 24 Jan 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 24 Jan 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 13 Apr 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 12 Apr 2017 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 12 Apr 2017 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED