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sealvo.com · USPTO Trademark Record
https://sealvo.com/schwab-advisor-choice-variable-annuity-86217841

USPTO Trademark Record
REGISTEREDSN 86217841·Reg 4998693·Filed Mar 11, 2014
Financial, monetary and banking services; insurance services; real estate services.
SCHWAB ADVISOR CHOICE VARIABLE ANNUITY (Serial No. 86217841), Registration No. 4998693, is a registered US trademark filed on Mar 11, 2014 by Charles Schwab & Co., Inc.. This trademark covers Class 036 (Insurance, financial & real estate services).
Full conflict analysis for SCHWAB ADVISOR CHOICE VARIABLE ANNUITY (SN 86217841) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.
SCHWAB ADVISOR CHOICE VARIABLE ANNUITY (Reg. #4998693) is a registered US trademark that has been protecting its owner, Charles Schwab & Co., Inc., since 2014. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.
FILED
Mar 11, 2014
SERIAL
86217841
REG#
4998693
REGISTERED
Jul 12, 2016
Applicant
Charles Schwab & Co., Inc.Corporation
CA
3000 Schwab Way, Westlake, TX, 76262
US
Attorney
Louise Arnott Michael Best & Friedrich LLP
888677-0155
444 W. Lake Street, Suite 3200, Chicago, IL 60606, United States
AI attorney analyzes your proposed mark against USPTO — Go/No-Go verdict, class-by-class risks, and strategy recommendations.
FILED
2014
YEARS AGO
12y
CLASSES
1
MADRID FILINGS
—
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CLASSES
1
OFFICE
USPTO
COUNTRY
US
First use anywhere: Jul 17, 2014
First use in commerce: Jul 17, 2014
Financial, monetary and banking services; insurance services; real estate services.
This description is as filed with the USPTO and defines the scope of trademark protection.
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Jan 07, 2026REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Jan 07, 2026REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Jan 07, 2026NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 06, 2026CASE ASSIGNED TO POST REGISTRATION PARALEGAL
TEAS SECTION 8 & 9 RECEIVED
Sep 27, 2025TEAS SECTION 8 & 9 RECEIVED
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jul 12, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 07, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 07, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 07, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 07, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 07, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 30, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 30, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jan 30, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 30, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jul 18, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jul 18, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jul 16, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
TEAS SECTION 8 & 15 RECEIVED
Feb 08, 2022TEAS SECTION 8 & 15 RECEIVED
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jul 12, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 24, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 24, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
REGISTERED-PRINCIPAL REGISTER
Jul 12, 2016REGISTERED-PRINCIPAL REGISTER
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jun 07, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jun 06, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
STATEMENT OF USE PROCESSING COMPLETE
May 25, 2016STATEMENT OF USE PROCESSING COMPLETE
CASE ASSIGNED TO INTENT TO USE PARALEGAL
May 17, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
TEAS STATEMENT OF USE RECEIVED
Apr 19, 2016TEAS STATEMENT OF USE RECEIVED
USE AMENDMENT FILED
Apr 19, 2016USE AMENDMENT FILED
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Mar 01, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
PUBLISHED FOR OPPOSITION
Jan 05, 2016PUBLISHED FOR OPPOSITION
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 05, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 21, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 16, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
LAW OFFICE PUBLICATION REVIEW COMPLETED
Dec 01, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
EXPARTE APPEAL TERMINATED
Nov 23, 2015EXPARTE APPEAL TERMINATED
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 22, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
SUSPENSION LETTER WRITTEN
Jul 20, 2015SUSPENSION LETTER WRITTEN
LETTER OF SUSPENSION E-MAILED
Jul 20, 2015LETTER OF SUSPENSION E-MAILED
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Jul 20, 2015NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 09, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 09, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
ASSIGNED TO LIE
Jun 30, 2015ASSIGNED TO LIE
EXPARTE APPEAL RECEIVED AT TTAB
Jun 19, 2015EXPARTE APPEAL RECEIVED AT TTAB
JURISDICTION RESTORED TO EXAMINING ATTORNEY
Jun 19, 2015JURISDICTION RESTORED TO EXAMINING ATTORNEY
EX PARTE APPEAL-INSTITUTED
Jun 19, 2015EX PARTE APPEAL-INSTITUTED
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Jun 19, 2015TEAS REQUEST FOR RECONSIDERATION RECEIVED
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 29, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
FINAL REFUSAL WRITTEN
Jan 08, 2015FINAL REFUSAL WRITTEN
FINAL REFUSAL E-MAILED
Jan 08, 2015FINAL REFUSAL E-MAILED
NOTIFICATION OF FINAL REFUSAL EMAILED
Jan 08, 2015NOTIFICATION OF FINAL REFUSAL EMAILED
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 12, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 12, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 12, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
NON-FINAL ACTION WRITTEN
Jun 16, 2014NON-FINAL ACTION WRITTEN
NON-FINAL ACTION E-MAILED
Jun 16, 2014NON-FINAL ACTION E-MAILED
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 16, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
ASSIGNED TO EXAMINER
Jun 15, 2014ASSIGNED TO EXAMINER
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 24, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
NEW APPLICATION ENTERED
Mar 14, 2014NEW APPLICATION ENTERED
Additional USPTO filings from the same owner.
Recently filed and registered marks in the same international class.

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86217851
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SCHWAB GENESIS VARIABLE ANNUITY
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SCHWAB RETIREMENT INCOME VARIABLE ANNUITY
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SCHWAB GENESIS ADVISORY VARIABLE ANNUITY
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REGISTEREDAdditional USPTO filings handled by the same attorney of record.