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SCHWAB ALTERNATIVE INVESTMENT ACCESS
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 06 Jul 2022

Last Applicant/ Owned by

3000 Schwab Way

Westlake

TX

76262

Serial Number

86693990 filed on 15th Jul 2015

Registration Number

5105950 registered on 20th Dec 2016

in the Principal Register

Correspondent Address

Louise Arnott

Louise Arnott

444 W. Lake Street, Suite 3200

Chicago,IL 60606

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

SCHWAB ALTERNATIVE INVESTMENT ACCESS

shareholder record keeping services financial investment brokerage, financial investment services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes, and shareholder services in the nature of fund distribution services and providing financial information to investors, all in the field of unregistered alternative investment Read More

Classification Information


Class [036]
Insurance & Financial Services


financial investment brokerage, financial investment services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes, and shareholder services in the nature of fund distribution services and providing financial information to investors, all in the field of unregistered alternative investment funds; financial information and analysis in the field of alternative investment funds


First Use Date in General

30th Nov 2007

First Use Date in Commerce

01st Jul 2015

Class [035]
Advertising, Business & Retail Services


shareholder record keeping services


First Use Date in General

30th Nov 2007

First Use Date in Commerce

01st Jul 2015

Mark Details


Serial Number

No 86693990

Mark Type

No Service Mark

Attorney Docket Number

No 888677-0161

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
07th Dec 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
07th Dec 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07th Dec 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07th Dec 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07th Dec 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
30th Jan 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
30th Jan 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
30th Jan 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
30th Jan 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
06th Jul 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.