TrademarkDir
MANAGED ACCOUNT ACCESS
LIVE

Serial Number

78627452

Owner

Charles Schwab & Co., Inc.

Attorney

Louise Arnott

First Use Date

Aug 9, 2005

Filing Date

May 11, 2005

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MANAGED ACCOUNT ACCESS Trademark

Serial Number: 78627452 • Registration: 3238478

MANAGED ACCOUNT ACCESS is a trademark filed by Charles Schwab & Co., Inc. on May 11, 2005. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Charles Schwab & Co., Inc. (4 trademarks)

3000 Schwab Way
Westlake, TX 76262

Entity Type: 03

Trademark Details

Filing Date

May 11, 2005

Registration Date

May 1, 2007

First Use Anywhere

August 9, 2005

First Use in Commerce

August 9, 2005

Goods & Services

Financial services provided to investment advisors [ and consultants, ] namely, providing custody of assets, [ financial research, ] access to financial research tools, securities trading and brokerage services, investment performance reporting and asset allocation tools in the nature of online, interactive financial calculators and questionnaires for use in financial planning and analysis, investment consultation, investment management, and investment of assets for others

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
May 1, 2026 REM2
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 7, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 7, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 7, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 7, 2023 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 7, 2023 COAR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 30, 2023 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jan 30, 2023 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 30, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 30, 2023 REAP
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 24, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 24, 2019 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Oct 26, 2016 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Oct 26, 2016 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Oct 26, 2016 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 26, 2016 APRE
TEAS SECTION 8 & 9 RECEIVED
Aug 10, 2016 E89R
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Aug 10, 2016 TCCA
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
May 1, 2016 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Mar 29, 2013 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Mar 29, 2013 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Mar 29, 2013 APRE
TEAS SECTION 8 RECEIVED
Mar 21, 2013 ES8R
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 21, 2013 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 25, 2012 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 25, 2012 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sep 24, 2009 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sep 24, 2009 COAR
REGISTERED-SUPPLEMENTAL REGISTER
May 1, 2007 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Mar 20, 2007 PREV
EXAMINERS AMENDMENT MAILED
Mar 20, 2007 CNEA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Mar 19, 2007 CNTA
USE AMENDMENT ACCEPTED
Mar 19, 2007 IUAA
EXAMINER'S AMENDMENT ENTERED
Mar 19, 2007 XAEC
EXAMINERS AMENDMENT -WRITTEN
Mar 19, 2007 CNEA
AMENDMENT TO USE PROCESSING COMPLETE
Mar 17, 2007 AUPC
AMENDMENT FROM APPLICANT ENTERED
Mar 17, 2007 ACEC
ASSIGNED TO LIE
Mar 17, 2007 ALIE
USE AMENDMENT FILED
Feb 9, 2007 IUAF
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 9, 2007 CRFA
PAPER RECEIVED
Feb 9, 2007 MAIL
FINAL REFUSAL MAILED
Aug 8, 2006 CNFR
FINAL REFUSAL WRITTEN
Aug 7, 2006 CNFR
AMENDMENT FROM APPLICANT ENTERED
Jun 15, 2006 ACEC
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 25, 2006 CRFA
PAPER RECEIVED
May 25, 2006 MAIL
NON-FINAL ACTION MAILED
Dec 15, 2005 CNRT
NON-FINAL ACTION WRITTEN
Dec 14, 2005 CNRT
ASSIGNED TO EXAMINER
Dec 8, 2005 DOCK
NEW APPLICATION ENTERED
May 17, 2005 NWAP

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