SCHWAB ADVISOR STREETSMART EDGE
Live / Registered — Registered — partial Sections 8 & 15 accepted and acknowledged (as of 02 May 2024)
What this means for you
Registered since 31 Oct 2017. 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 (next due by 31 Oct 2027: the §8 & §9 renewal).
Record
- Serial number
- 87142145
- Registration number
- 5325218
- Mark type
- Slogan / phrase
- Filed
- 17 Aug 2016
- Published for opposition
- 10 Jan 2017
- Registered
- 31 Oct 2017
- Next maintenance filing
- §8 & §9 renewal, due by 31 Oct 2027 (grace period to 30 Apr 2028)
- Attorney of record
- Louise Arnott
Goods and services
- Class 036 — Insurance and financial services: [ Investment brokerage and investment portfolio management services provided to financial professionals via global electronic networks; providing information and analysis in the fields of finance and investment via global electronic networks; providing information regarding investment account activity via global electronic networks ]
- Class 042 — Scientific and technological services: Software as a service (SAAS) services comprised of computer software for use in on-line trading of securities and portfolio management in the fields of finance and investments
Owner
- Charles Schwab & Co., Inc., Westlake, TX, US
- Charles Schwab & Co., Inc., San Francisco, CA, US
- Charles Schwab & Co., Inc., San Francisco, CA, US
Prior registrations
Board proceedings on this mark
The owner also pleads this mark in 1 other Board proceeding.
Prosecution history
- 02 May 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 02 May 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 02 May 2024 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 29 Apr 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 29 Apr 2024 — POST REGISTRATION ACTION CORRECTION
- 29 Apr 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 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
- 31 Oct 2023 — TEAS SECTION 8 & 15 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