Design Mark 90318065
RegisteredDesign Mark
•
Ownership
CS
Owner Name
Type: Organization / Corporation
Address
3000 Schwab Way
Westlake, TX 76262
Critical Dates
First Use Date
Jan 1, 2020
Filing Date
Nov 13, 2020
Registration Date
Nov 26, 2024
Mark Descriptions
Goods
Class 9
Downloadable computer software that allows a chatbot character to interact directly with clients through natural language processing in the fields of personal finance, asset management, wealth management, investment, and banking...
Services
Class 36
Financial advisory, financial asset management, wealth management, financial investment brokerage, banking, and financial investment consultation services; providing information, news, and commentary in the field of banking, personal finance and investment
Class 42
Providing online non-downloadable software that allows a chatbot character to interact directly with clients through natural language processing in the field of personal finance, asset management, wealth management, investment, and banking...
Mark Elements
Text Mark
Design Mark 90318065
Category
Trademark
Standard Characters
No
Color Claim
No
Drawing/Image Description
The mark consists of connected geometric shapes shown in outline and forming a roughly-shaped ring.
Design Search Codes
26.01.09
Circles having animals as a border26.05.15
Four or more triangles26.11.14
Rectangles (three or more rectangles)26.19.05
PrismsData source: USPTO TSDR
View on USPTO websiteTrademark Timeline
First Use
Filing Date
Publication Date
Registration Date
USPTO Records
| Title | Date | Category | Source | Pages | Format | Actions |
|---|---|---|---|---|---|---|
AI AssessmentCached Mar 12, 2026, 06:37 AMCached
AI-generated analysis of USPTO data for this trademark. WARNING: Content may not be accurate or up to date. Validate all responses.
Trademark Summary
The geometric ring design mark consists of connected geometric shapes shown in outline forming a roughly-shaped ring and covers downloadable and non-downloadable software for chatbot interactions via natural language processing in personal finance, asset management, wealth management, investment, and banking; software for account transactions, trades, research, analysis, and portfolio management; financial account management, education, and support services; plus financial advisory, asset management, wealth management, investment brokerage, banking, consultation, and related information services. It is registered on the Principal Register (Reg. No. 7580136) with a registration date of November 26, 2024. The owner is Charles Schwab & Co., Inc., a California corporation now located at 3000 Schwab Way, Westlake, Texas.
Recent Activity
Filed on November 13, 2020, the mark was published for opposition on May 25, 2021, followed by multiple statement of use extensions through 2023. A statement of use was filed and accepted in early 2024, leading to registration on November 26, 2024.
USPTO
AI Analysis
v2.8.0
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