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SCHWAB PERSONALIZED INDEXING
Live/Registered
REGISTERED

on 18 Jul 2023

Last Applicant/ Owned by

3000 Schwab Way

Westlake

TX

76262

Serial Number

90779821 filed on 17th Jun 2021

Registration Number

7116117 registered on 18th Jul 2023

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 PERSONALIZED INDEXING

Investment management; Investment consultation; Investment advisory services; Financial investment brokerage services; Financial planning; Providing information in the field of financial stock and equity markets; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a s Read More

Classification Information


Class [036]
Insurance & Financial Services


Investment management; Investment consultation; Investment advisory services; Financial investment brokerage services; Financial planning; Providing information in the field of financial stock and equity markets; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial asset management services


First Use Date in General

13th Apr 2022

First Use Date in Commerce

13th Apr 2022

Mark Details


Serial Number

No 90779821

Mark Type

No Service Mark

Attorney Docket Number

No 888677-0009

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
18th Jul 2023REGISTERED-PRINCIPAL REGISTER
18th Jul 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
14th Jun 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
13th Jun 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
24th May 2023STATEMENT OF USE PROCESSING COMPLETE