TrademarkDir
SCHWAB ADVISOR PORTFOLIO CONNECT
LIVE

Serial Number

86685746

Owner

CHARLES SCHWAB & CO., INC.

Attorney

Louise Arnott

First Use Date

Oct 1, 2018

Filing Date

Jul 7, 2015

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SCHWAB ADVISOR PORTFOLIO CONNECT Trademark

Serial Number: 86685746 • Registration: 5715756

SCHWAB ADVISOR PORTFOLIO CONNECT is a trademark filed by CHARLES SCHWAB & CO., INC. on July 7, 2015. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

CHARLES SCHWAB & CO., INC. (924 trademarks)

3000 Schwab Way
Westlake, TX 76262

Entity Type: 03

Trademark Details

Filing Date

July 7, 2015

Registration Date

April 2, 2019

First Use Anywhere

October 1, 2018

First Use in Commerce

October 1, 2018

Published for Opposition

December 1, 2015

Goods & Services

providing information for investment advisors, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks

data processing services in the field of investment portfolio management; business services, namely, providing data aggregation and analysis services for investment advisors; business services, namely, aggregating investment portfolio data from multiple investment accounts for use by investment advisors

computer technical support services, namely, troubleshooting of computer software problems provided via the internet; hosting of digital content on the internet; providing temporary use of online, non-downloadable computer software to investment advisors for use in connection with managing, accounting of and preparing reports for client investment accounts; providing temporary use of online, non-downloadable computer software to investment advisors for tracking performance of client investments

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jul 10, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jul 10, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jul 10, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Mar 12, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Apr 2, 2024 REM1
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
REGISTERED-PRINCIPAL REGISTER
Apr 2, 2019 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Feb 26, 2019 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Feb 25, 2019 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jan 31, 2019 SUPC
USE AMENDMENT FILED
Jan 24, 2019 IUAF
TEAS STATEMENT OF USE RECEIVED
Jan 24, 2019 EISU
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
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jul 11, 2018 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jul 11, 2018 COAR
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jul 7, 2018 EXRA
SOU EXTENSION 5 GRANTED
Jul 6, 2018 EX5G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jul 6, 2018 AITU
SOU EXTENSION 5 FILED
Jun 29, 2018 EXT5
SOU TEAS EXTENSION RECEIVED
Jun 29, 2018 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jan 12, 2018 EXRA
SOU EXTENSION 4 GRANTED
Jan 10, 2018 EX4G
SOU EXTENSION 4 FILED
Jan 10, 2018 EXT4
SOU TEAS EXTENSION RECEIVED
Jan 10, 2018 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jul 4, 2017 EXRA
SOU EXTENSION 3 GRANTED
Jun 30, 2017 EX3G
SOU EXTENSION 3 FILED
Jun 30, 2017 EXT3
SOU TEAS EXTENSION RECEIVED
Jun 30, 2017 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Dec 30, 2016 EXRA
SOU EXTENSION 2 GRANTED
Dec 28, 2016 EX2G
SOU EXTENSION 2 FILED
Dec 28, 2016 EXT2
SOU TEAS EXTENSION RECEIVED
Dec 28, 2016 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jul 2, 2016 EXRA
SOU EXTENSION 1 GRANTED
Jun 30, 2016 EX1G
SOU EXTENSION 1 FILED
Jun 30, 2016 EXT1
SOU TEAS EXTENSION RECEIVED
Jun 30, 2016 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jan 26, 2016 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 1, 2015 NPUB
PUBLISHED FOR OPPOSITION
Dec 1, 2015 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Nov 11, 2015 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Oct 29, 2015 PREV
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 27, 2015 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 27, 2015 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 27, 2015 CRFA
ASSIGNED TO LIE
Oct 20, 2015 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 29, 2015 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 13, 2015 GNRN
NON-FINAL ACTION E-MAILED
Sep 13, 2015 GNRT
NON-FINAL ACTION WRITTEN
Sep 13, 2015 CNRT
ASSIGNED TO EXAMINER
Sep 5, 2015 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 10, 2015 NWOS
NEW APPLICATION ENTERED
Jul 10, 2015 NWAP

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