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SCHWAB INTELLIGENT INCOME

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SCHWAB INTELLIGENT INCOME
REGISTERED

on 31 Aug 2022

Last Applicant/ Owned by

CHARLES SCHWAB & CO. INC.

3000 Schwab WayWestlake, TX 76262

US

Serial Number

1944606 filed on 05th Feb 2019

Registration Number

TMA1140732 registered on 31st Aug 2022

Registration expiry Date

31st Aug 2032

Correspondent Address

Bay Adelaide Centre, East Tower22 Adelaide St. WestTORONTO

ONTARIO

CA

M5H4E3

SCHWAB INTELLIGENT INCOME

Trademark usage description

software for retirement planning and financial planning; computer software for producing investment models; downloadable software, namely, mobile appl Read More

Classification Information

Class [009]
Software for retirement planning and financial planning; computer software for producing investment models; downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing.

Classification kind code

11

Class [036]
Financial services, namely, retirement planning services; financial planning, investment and consulting services for retirement and retirement income; financial planning for retirement; financial retirement plan consulting services; financial asset management; financial planning and investment advisory services; financial portfolio management; providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments; investment brokerage; investment consultation; investment management; investment advice; providing personalized investment information, investment account management and securities brokerage services, all by means of a global computer network, by wireless mobile devices and by telephone.

Classification kind code

11

Class [042]
Providing temporary use of on-line, non-downloadable software for retirement planning and financial planning; providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online non-downloadable interactive financial planning software.

Classification kind code

11

Mark Details

Serial Number

1944606

Mark Type

Trademark

Legal History

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Action TakenStatus
Submitted for opposition 190
on 27th Jul 2022		Registration Pending
Submitted for opposition 191
on 27th Jul 2022		Registration Fee Notice Sent
Submitted for opposition 42
on 04th May 2022		Advertised
Submitted for opposition 27
on 21st Feb 2022		Approval Notice Sent
Submitted for opposition 26
on 21st Feb 2022		Approved
Submitted for opposition 22
on 19th Jul 2021		Search Recorded
Submitted for opposition 20
on 19th Jul 2021		Examiner's First Report
Submitted for opposition 31
on 08th Feb 2019		Formalized
Submitted for opposition 1
on 06th Feb 2019		Created
Submitted for opposition 30
on 05th Feb 2019		Filed