Trademark Search in Canada

SCHWAB INTELLIGENT PORTFOLIOS PREMIUM

View On IC.GC.CA

REGISTERED

on 31 Aug 2022

Last Applicant/ Owned by

CHARLES SCHWAB & CO. INC.

3000 Schwab WayWestlake, TX 76262

Serial Number

1930190 filed on 13^th Nov 2018

Registration Number

TMA1140733 registered on 31^st Aug 2022

Registration expiry Date

31^st Aug 2032

Correspondent Address

BORDEN LADNER GERVAIS LLP

Bay Adelaide Centre, East Tower22 Adelaide St. WestTORONTO

ONTARIO

M5H4E3

SCHWAB INTELLIGENT PORTFOLIOS PREMIUM

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; financial analysis; financial planning; financial consultation in the field of investment of funds of others; financial management; investment brokerage; investment consultation; investment management; investment advice; 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 investment accounts; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software that features information 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

1930190

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 190 on 27^th Jul 2022	Registration Pending
Submitted for opposition 191 on 27^th Jul 2022	Registration Fee Notice Sent
Submitted for opposition 42 on 4^th May 2022	Advertised
Submitted for opposition 26 on 21^st Feb 2022	Approved
Submitted for opposition 27 on 21^st Feb 2022	Approval Notice Sent
Submitted for opposition 22 on 19^th Jul 2021	Search Recorded
Submitted for opposition 20 on 19^th Jul 2021	Examiner's First Report
Submitted for opposition 31 on 19^th Nov 2018	Formalized
Submitted for opposition 1 on 14^th Nov 2018	Created
Submitted for opposition 30 on 13^th Nov 2018	Filed