SCHWAB ADVISED INVESTING
Table of contents:
| Trademark domain | |
| name | is free? |
|---|---|
| schwab-advised-investing.com |  |
| schwabadvisedinvesting.com | |
The "SCHWAB ADVISED INVESTING" trademark, serial number 78331761 , was filed on 21st of November 2003 with a mark drawing code of 4000 and its transaction date is 78331761. The attorney assigned is Anthony J. Malutta, Esq., attorney docket number 20425-083600. Since 31st of December 2009, the document can be found in the L50 law office in the publication and issue section. The employee responsible is YAO, GRETTA and the date it was published for opposition on 09/06/2005. The status of the trademark was checked last on 05/30/2008.
Prior registrations: 2316505 , 2706554
Other trademarks by this attorney include , MYSTERY POKER , WHITE ROAD/RED ROAD , APIERON . The corresponded responsible for this trademark is Anthony J. Malutta, Esq., located at Townsend and Townsend and Crew LLP, Two Embarcadero Center, 8th Floor, San Francisco CA 94111-3834.The state or country where the trademark was organized is CA by Charles Schwab & Co., Inc.. The legal entity type behing it is a Corporation, located at 101 Montgomery Street, San Francisco, CA zip 94104.
| GOODS AND/OR SERVICES | |
| International Class - 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. | |
|---|---|
| U.S. Class | 038 - Prints and Publications |
| Class Status | 6 - Active |
| Status Date | 12/15/2003 |
| Primary Code | 009 |
| International Class - 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. | |
| U.S. Class | 050 - Merchandise Not Otherwise Classified |
| Class Status | 6 - Active |
| Status Date | 12/15/2003 |
| Primary Code | 016 |
| International Class - 035 - Advertising; business management; business administration; office functions. | |
| U.S. Class | 102 - Insurance and Financial |
| Class Status | 6 - Active |
| Status Date | 12/15/2003 |
| Primary Code | 035 |
| International Class - 036 - Insurance; financial affairs; monetary affairs; real estate affairs. | |
| U.S. Class | 102 - Insurance and Financial |
| Class Status | 6 - Active |
| Status Date | 12/15/2003 |
| Primary Code | 036 |
| International Class - 041 - Education; providing of training; entertainment; sporting and cultural activities. | |
| U.S. Class | 107 - Education and Entertainment |
| Class Status | 6 - Active |
| Status Date | 12/15/2003 |
| Primary Code | 041 |
| Goods codes | |
| D10000 | ADVISED INVESTING |
| GS0091 | Downloadable electronic publications in the nature of booklets, newsletters, research reports, workbooks, leaflets, brochures, and pamphlets, in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics; downloadable software for use by investors in the trading and analysis of investments, finances, financial markets, and financial planning, via a global computer network, namely, software for electronic trading in all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; downloadable software for providing financial and investment information, financial and investment news, and financial and investment research; downloadable software for maintaining financial and investment databases |
| GS0161 | Printed materials, namely, booklets, newsletters, research reports, workbooks, leaflets, brochures, and pamphlets in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics |
| GS0351 | Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement planning, and wealth management; providing information and analysis in the fields of economics and business, namely, industry and sector reports and forecasts, economic reports and forecasts; provision of news, information, research, databases, and analysis in the field of economics via electronic communication networks |
| GS0361 | Financial investment services, investment advice and investment management services, and investment brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; financial planning and financial portfolio management services; banking services; Insurance brokerage services; annuity investment services;providing information and analysis in the fields of finance, investment, financial planning, and financial investment strategy; providing an interactive online computer database in the field of financial portfolio management, financial investing, finance, financial planning, financial news, financial information, and analysis in the fields of financial investing, finance, financial planning, financial decision making, financial investment research; financial analysis, namely, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; brokerage services and investment services provided electronically and via global information networks, namely, electronic trading for all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; financial portfolio management services provided via electronic communication networks; provision of news, information research, databases, and analysis in the fields of financial investing, finance, and financial planning via electronic communication networks; securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; credit card and debit card services; bill payment services, namely, check writing; bill payment services; cash management account services; financial investment services, namely, fixed income investment services; electronic payment services, namely, electronic processing and transmission of bill payment data, and electronic fund transfer services |
| GS0411 | Educational services, namely, conducting seminars and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation |
| PROSECUTION HISTORY | ||||
| Date | Description | Type | Code | |
|---|---|---|---|---|
| 11/28/2007 | EXTENSION 4 FILED | S | EXT4 - EXTENSION 4 FILED | |
| 05/01/2006 | PAPER RECEIVED | I - Incoming Correspondence | MAIL - PAPER RECEIVED | |
| 11/29/2005 | NOA MAILED - SOU REQUIRED FROM APPLICANT | O - Outgoing Correspondence | NOAM - NOTICE OF ALLOWANCE-MAILED | |
| 09/06/2005 | PUBLISHED FOR OPPOSITION | A - Allowance for Publication | PUBO - PUBLISHED FOR OPPOSITION | |
| 08/17/2005 | NOTICE OF PUBLICATION | O - Outgoing Correspondence | NPUB - NOTICE OF PUBLICATION | |
| 01/13/2005 | FINAL REFUSAL MAILED | O - Outgoing Correspondence | CNFR - FINAL REFUSAL MAILED | |
| 08/12/2008 | ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED | O - Outgoing Correspondence | MAB6 - ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED | |
| 08/12/2008 | ABANDONMENT - NO USE STATEMENT FILED | S | ABN6 - ABANDONMENT - NO USE STATEMENT FILED | |
| 01/29/2008 | TEAS CHANGE OF CORRESPONDENCE RECEIVED | I - Incoming Correspondence | TCCA - TEAS CHANGE OF CORRESPONDENCE RECEIVED | |
| 01/10/2008 | UNDELIVERABLE MAIL - NO ACTION TAKEN | O - Outgoing Correspondence | UNDN - UNDELIVERABLE MAIL - NO ACTION TAKEN | |
| 11/28/2007 | EXTENSION 4 GRANTED | S | EX4G - EXTENSION 4 GRANTED | |
| 11/28/2007 | TEAS EXTENSION RECEIVED | I - Incoming Correspondence | EEXT - TEAS EXTENSION RECEIVED | |
| 05/25/2007 | EXTENSION 3 GRANTED | S | EX3G - EXTENSION 3 GRANTED | |
| 05/25/2007 | EXTENSION 3 FILED | S | EXT3 - EXTENSION 3 FILED | |
| 05/25/2007 | TEAS EXTENSION RECEIVED | I - Incoming Correspondence | EEXT - TEAS EXTENSION RECEIVED | |
| 01/30/2007 | EXTENSION 2 GRANTED | S | EX2G - EXTENSION 2 GRANTED | |
| 11/24/2006 | EXTENSION 2 FILED | S | EXT2 - EXTENSION 2 FILED | |
| 05/04/2006 | EXTENSION 1 GRANTED | S | EX1G - EXTENSION 1 GRANTED | |
| 05/01/2006 | EXTENSION 1 FILED | S | EXT1 - EXTENSION 1 FILED | |
| 11/24/2006 | PAPER RECEIVED | I - Incoming Correspondence | MAIL - PAPER RECEIVED | |
| 05/03/2005 | LAW OFFICE PUBLICATION REVIEW COMPLETED | O - Outgoing Correspondence | PREV - LAW OFFICE PUBLICATION REVIEW COMPLETED | |
| 04/29/2005 | ASSIGNED TO LIE | A - Allowance for Publication | ALIE - ASSIGNED TO LIE | |
| 04/26/2005 | APPROVED FOR PUB - PRINCIPAL REGISTER | P | CNSA - APPROVED FOR PUB - PRINCIPAL REGISTER | |
| 04/25/2005 | AMENDMENT FROM APPLICANT ENTERED | I - Incoming Correspondence | ACEC - AMENDMENT FROM APPLICANT ENTERED | |
| 04/11/2005 | CORRESPONDENCE RECEIVED IN LAW OFFICE | I - Incoming Correspondence | CRFA - CORRESPONDENCE RECEIVED IN LAW OFFICE | |
| 04/11/2005 | PAPER RECEIVED | I - Incoming Correspondence | MAIL - PAPER RECEIVED | |
| 01/12/2005 | FINAL REFUSAL WRITTEN | R - Renewal | CNFR - FINAL REFUSAL WRITTEN | |
| 12/30/2004 | AMENDMENT FROM APPLICANT ENTERED | I - Incoming Correspondence | ACEC - AMENDMENT FROM APPLICANT ENTERED | |
| 12/17/2004 | CORRESPONDENCE RECEIVED IN LAW OFFICE | I - Incoming Correspondence | CRFA - CORRESPONDENCE RECEIVED IN LAW OFFICE | |
| 12/17/2004 | PAPER RECEIVED | I - Incoming Correspondence | MAIL - PAPER RECEIVED | |
| 06/15/2004 | NON-FINAL ACTION MAILED | F - First Action | CNRT - NON-FINAL ACTION MAILED | |
| 06/14/2004 | ASSIGNED TO EXAMINER | D - Assigned to Examiner | DOCK - ASSIGNED TO EXAMINER | |
| 12/15/2003 | NEW APPLICATION ENTERED IN TRAM | I - Incoming Correspondence | NWAP - NEW APPLICATION ENTERED IN TRAM | |
Information gathered on 12/31/2009. No claim is made regarding the current trademark status. This page is not to be used as legal documentation. Always consult a licensed attorney.
Based on public records. Inadvertent errors are possible.
This web site is not associated with, endorsed by, or sponsored by and has no official or unofficial affiliation with the trademark's owners.
This web site is not associated with, endorsed by, or sponsored by and has no official or unofficial affiliation with the trademark's owners.