SCHWAB PERSONALIZED INDEXING
LIVE

Serial Number

90779821

Owner

CHARLES SCHWAB & CO., INC.

Attorney

Louise Arnott

First Use Date

Apr 13, 2022

Filing Date

Jun 17, 2021

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SCHWAB PERSONALIZED INDEXING Trademark

Serial Number: 90779821 • Registration: 7116117

SCHWAB PERSONALIZED INDEXING is a trademark filed by CHARLES SCHWAB & CO., INC. on June 17, 2021. The trademark is classified under Class 36 (Insurance & Financial). 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

June 17, 2021

Registration Date

July 18, 2023

First Use Anywhere

April 13, 2022

First Use in Commerce

April 13, 2022

Published for Opposition

September 20, 2022

Goods & Services

Investment management; Investment consultation; Investment advisory services; Financial investment brokerage services; Financial planning; Providing information in the field of financial stock and equity markets; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial asset management services

Filing History

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
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jul 18, 2023 NRCC
REGISTERED-PRINCIPAL REGISTER
Jul 18, 2023 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jun 14, 2023 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jun 13, 2023 CNPR
STATEMENT OF USE PROCESSING COMPLETE
May 24, 2023 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
May 23, 2023 AITU
USE AMENDMENT FILED
May 3, 2023 IUAF
TEAS STATEMENT OF USE RECEIVED
May 3, 2023 EISU
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 27, 2023 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jan 27, 2023 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 27, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 27, 2023 REAP
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Nov 15, 2022 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Sep 20, 2022 NPUB
PUBLISHED FOR OPPOSITION
Sep 20, 2022 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Aug 31, 2022 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 15, 2022 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 11, 2022 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 11, 2022 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 11, 2022 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 17, 2022 GNRN
NON-FINAL ACTION E-MAILED
Mar 17, 2022 GNRT
NON-FINAL ACTION WRITTEN
Mar 17, 2022 CNRT
ASSIGNED TO EXAMINER
Mar 9, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 3, 2021 NWOS
NEW APPLICATION ENTERED
Jun 21, 2021 NWAP