SCHWAB INTELLIGENT ADVISORY

Trademark usage description

providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios throug Read More

Classification Information

Class [036]
Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, and monitoring for investment purposes of financial and investment account transactions and account balances, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing investment advice, analysis and consultation services; financial analysis; financial advisory services relating to investments; financial planning; financial analysis consultation services; financial management; investment brokerage; investment consultation; investment management; investment advice; mutual fund investment; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services, all by means of a global computer network, by wireless mobile devices and by telephone.

Classification kind code

Class [042]
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; providing temporary use of online non-downloadable interactive financial planning software.

Classification kind code

Mark Details

Serial Number

1816986

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 50 on 15^th Mar 2019	Allowed
Submitted for opposition 42 on 28^th Nov 2018	Advertised
Submitted for opposition 26 on 8^th Nov 2018	Approved
Submitted for opposition 27 on 19^th Sept 2018	Approval Notice Sent
Submitted for opposition 15 on 28^th Mar 2018	Correspondence Created
Submitted for opposition 22 on 20^th Oct 2017	Search Recorded
Submitted for opposition 20 on 20^th Oct 2017	Examiner's First Report
Submitted for opposition 31 on 10^th Jan 2017	Formalized
Submitted for opposition 30 on 6^th Jan 2017	Filed
Submitted for opposition 1 on 6^th Jan 2017	Created