SCHWAB RETIREMENT TECHNOLOGIES

LIVE

Serial Number

86226960

Owner

CHARLES SCHWAB & CO., INC.

Attorney

Louise Arnott

First Use Date

Sep 20, 2001

Filing Date

Mar 20, 2014

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SCHWAB RETIREMENT TECHNOLOGIES Trademark

Serial Number: 86226960 • Registration: 4750559

SCHWAB RETIREMENT TECHNOLOGIES is a trademark filed by CHARLES SCHWAB & CO., INC. on March 20, 2014. The trademark is classified under Class 41 (Education & Entertainment), Class 42 (Computer & Scientific). The application is currently registered and active.

Trademark Classes

Class 41 - Education & Entertainment

Education; providing of training; entertainment; sporting and cultural activities

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

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

3000 Schwab Way
Westlake, TX 76262

Entity Type: 03

Legal Representation

Attorney of Record

Louise Arnott

1,069 trademarks filed View all →

Correspondence Address

Louise Arnott Michael Best & Friedrich LLP

444 W. Lake Street, Suite 3200

Michael Best & Friedrich LLP

Chicago, IL 60606

United States

Trademark Details

Filing Date

March 20, 2014

Registration Date

June 9, 2015

First Use Anywhere

September 20, 2001

First Use in Commerce

September 20, 2001

Published for Opposition

March 24, 2015

Goods & Services

Educational services, namely, conducting classes, webcasts, workshops and customized computer training sessions for third party retirement plan administrators, bank trust departments, mutual fund companies and retirement plan record keepers regarding computer hardware and software for administration and record keeping of retirement plans

Computer software development in the field of software and mobile applications for retirement plan administration and record keeping; application service provider, namely, developing, hosting, managing and maintaining software in the field of retirement plan administration, record keeping and customer service; providing temporary use of non-downloadable software that allows third party retirement plan administrators, bank trust departments, mutual fund companies, retirement plan record keepers and financial advisors to access, view and administer retirement plan; providing temporary use of non downloadable software that allows retirement plan participants to access and view retirement plan account data and information

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Jun 21, 2025 NA89

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Jun 21, 2025 RNL1

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Jun 21, 2025 89AG

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 21, 2025 APRE

TEAS SECTION 8 & 9 RECEIVED

Jan 14, 2025 E89R

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Jun 10, 2024 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

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Mar 1, 2021 NA85

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Mar 1, 2021 C15A

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Mar 1, 2021 APRE

TEAS SECTION 8 & 15 RECEIVED

Nov 24, 2020 E815

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Jun 9, 2020 REM1

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

REGISTERED-PRINCIPAL REGISTER

Jun 9, 2015 R.PR

TEAS CHANGE OF CORRESPONDENCE RECEIVED

May 29, 2015 TCCA

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 24, 2015 NPUB

PUBLISHED FOR OPPOSITION

Mar 24, 2015 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Mar 4, 2015 NONP

LAW OFFICE PUBLICATION REVIEW COMPLETED

Feb 13, 2015 PREV

APPROVED FOR PUB - PRINCIPAL REGISTER

Feb 11, 2015 CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Feb 10, 2015 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Feb 10, 2015 CRFA

ASSIGNED TO LIE

Feb 10, 2015 ALIE

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Feb 10, 2015 GNEN

EXAMINERS AMENDMENT E-MAILED

Feb 10, 2015 GNEA

EXAMINERS AMENDMENT -WRITTEN

Feb 10, 2015 CNEA

NOTIFICATION OF FINAL REFUSAL EMAILED

Jan 12, 2015 GNFN

FINAL REFUSAL E-MAILED

Jan 12, 2015 GNFR

FINAL REFUSAL WRITTEN

Jan 12, 2015 CNFR

TEAS/EMAIL CORRESPONDENCE ENTERED

Dec 13, 2014 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Dec 12, 2014 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Dec 12, 2014 TROA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jun 16, 2014 GNRN

NON-FINAL ACTION E-MAILED

Jun 16, 2014 GNRT

NON-FINAL ACTION WRITTEN

Jun 16, 2014 CNRT

ASSIGNED TO EXAMINER

Jun 15, 2014 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 3, 2014 NWOS

NEW APPLICATION ENTERED

Mar 24, 2014 NWAP

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