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SCHWAB ALTERNATIVE INVESTMENT ONESOURCE
Live/Registered
REGISTERED AND RENEWED

on 28 Oct 2024

Last Applicant/ Owned by

3000 Schwab Way

Westlake

TX

76262

Serial Number

86030367 filed on 06th Aug 2013

Registration Number

4618554 registered on 07th Oct 2014

in the Principal Register

Correspondent Address

Louise Arnott

Louise Arnott Michael Best & Friedrich LLP

Chicago, IL 60606

United States

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

SCHWAB ALTERNATIVE INVESTMENT ONESOURCE

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 securities trade execution services and providing financial information to investors, all in the field of registered and unregistered 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 securities trade execution services and providing financial information to investors, all in the field of registered and unregistered alternative investment funds; financial information and analysis in the field of alternative investment funds


First Use Date in General

24th Oct 2013

First Use Date in Commerce

24th Oct 2013

Class [035]
Advertising, Business & Retail Services


Shareholder record keeping services


First Use Date in General

24th Oct 2013

First Use Date in Commerce

24th Oct 2013

Mark Details


Serial Number

No 86030367

Mark Type

No Service Mark

Attorney Docket Number

No 888677-0162

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
28th Oct 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
28th Oct 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
28th Oct 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
28th Oct 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
31st Jul 2024TEAS SECTION 8 & 9 RECEIVED
07th Dec 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
07th Dec 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
07th Dec 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07th Dec 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07th Dec 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED