Serial Number
86978285
Owner
CHARLES SCHWAB & CO., INC.Attorney
Andrea L. AndersonFirst Use Date
Mar 9, 2015
Filing Date
Nov 3, 2014
CHARLES SCHWAB INTELLIGENT PORTFOLIOS Trademark
Serial Number: 86978285 • Registration: 4929224
Trademark Classes
Class 9 - Computers & Electronics
Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
November 3, 2014
Registration Date
March 29, 2016
First Use Anywhere
March 9, 2015
First Use in Commerce
March 9, 2015
Published for Opposition
April 28, 2015
Cancellation Date
October 14, 2022
Goods & Services
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
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
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 and featuring on-line community tools for interacting with others in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts
Filing History
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