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SCHWAB REAL LIFE RETIREMENT
Dead/Cancelled
CANCELLED - SECTION 8

section 8

on 20 Sep 2019

Last Applicant/ Owned by

211 Main Street

San Francisco

CA

94105

Serial Number

77540855 filed on 06th Aug 2008

Registration Number

4292547 registered on 19th Feb 2013

in the Principal Register

Correspondent Address

Kimberly A. Eckhart

KIMBERLY A. ECKHART

STE 3900

101 CALIFORNIA ST

SAN FRANCISCO, CA 94111-5894

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

SCHWAB REAL LIFE RETIREMENT

Educational services, namely, conducting seminars and workshops in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management; Providing online publications, namely, booklets, leaflets, brochures and pamphlets in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money m Read More

Classification Information


Class [009]
Computer & Software Products & Electrical & Scientific Products


Electronic publications recorded on computer media and downloadable electronic publications, namely, booklets, leaflets, brochures, and pamphlets, in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management


First Use Date in General

11th Mar 2009

First Use Date in Commerce

11th Mar 2009

Class [016]
Paper Goods and Printed Material


Printed material pertaining to investment strategy, finance, financial planning, portfolio management, retirement planning, and money management, namely, booklets, leaflets, brochures, and pamphlets


First Use Date in General

11th Mar 2009

First Use Date in Commerce

11th Mar 2009

Class [035]
Advertising, Business & Retail Services


Providing information and analysis in the fields of economics and business


First Use Date in General

20th Jan 2009

First Use Date in Commerce

20th Jan 2009

Class [036]
Insurance & Financial Services


Financial services, namely, retirement planning and investment consultation services; Providing a website containing financial and investment information; Banking services, namely, checking accounts; Providing an interactive online computer database in the fields of investing, finance, financial planning and financial investment strategy; Providing financial investment account and portfolio information and analysis by electronic means; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; Investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; Investment advice and management in the fields of securities, stocks, bonds, mutual finds, money market funds, commodities, futures, options, and indices of any of them; Securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; Variable annuity services; Investment account information services; Financial planning services; Cash management account services; Fixed income investment services; Managed account services, namely, assisting clients in selecting investment strategies and allocating and managing investments within their financial investment accounts; Providing information and analysis in the fields of finance, investment, financial planning, and investment strategy; Providing portfolio management services and financial investment account information; Providing news, information, research, databases, and analysis in the fields of investing, finance and financial planning; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them, provided electronically and via global information networks; Providing information and analysis in the fields of finance, investment, financial planning, and investment strategy by online means; Providing a website featuring online portfolio management services and financial investment account information; Providing a website featuring news, information, research, databases, and analysis in the fields of investing, finance, and financial planning


First Use Date in General

20th Jan 2009

First Use Date in Commerce

20th Jan 2009

Class [041]
Education and Entertainment Services


Educational services, namely, conducting seminars and workshops in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management; Providing online publications, namely, booklets, leaflets, brochures and pamphlets in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management; Webcasts and online tutorials in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management


First Use Date in General

20th Jan 2009

First Use Date in Commerce

20th Jan 2009

Class [042]
Computer & Software Services & Scientific Services


Providing online non-downloadable portfolio management tools; Providing a website featuring financial decision-making tools and investment research tools; Providing a website featuring online portfolio management tools; Providing a website featuring online financial decision-making tools and investment research tools


First Use Date in General

20th Jan 2009

First Use Date in Commerce

20th Jan 2009

Mark Details


Serial Number

No 77540855

Mark Type

No Service Mark

Attorney Docket Number

No

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
20th Sep 2019CANCELLED SEC. 8 (6-YR)
19th Feb 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
24th Apr 2013CORRECTION UNDER SECTION 7 ¿ PROCESSED
18th Apr 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
26th Mar 2013TEAS SECTION 7 REQUEST RECEIVED
19th Feb 2013REGISTERED-PRINCIPAL REGISTER
12th Jan 2013NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
11th Jan 2013LAW OFFICE REGISTRATION REVIEW COMPLETED
10th Jan 2013ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
27th Nov 2012STATEMENT OF USE PROCESSING COMPLETE