| SCHWAB INTELLIGENT INCOME CHARLES SCHWAB & CO. INC.
1944606 05 Feb 2019 | on 31 Aug 2022 | Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products 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. Class 036 Class 036 Insurance & Financial Services 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. Class 042 Computer & Software Services & Scientific Services 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. | |