Charles Schwab & Co., Inc. (P) vs KLynnB, LLC (D)
Suspended
Oppositions
Proceeding Details
Proceeding Number
Filing Date
Jan 12, 2026
Last Status Update
Mar 24, 2026
Interlocutory Attorney
KEVIN G CRENNAN
Parties
Plaintiff
Charles Schwab & Co., Inc.



444 W LAKE ST, STE 3200
CHICAGO, IL 60606
Attorney / Correspondent:
Marks:
SCHWAB MONEYWISE
Registered
|Reg #: 6590902|S/N: 88399834
SCHWAB MONEYWISE
LIVE - REGISTERED
TrademarkWordOwner: Charles Schwab & Co., Inc.
Status: REGISTERED

Record Details
Serial No.
88399834
Registration No.
6590902
Status
LIVE
Important Dates
Filed
Apr 24, 2019
Registered
Dec 14, 2021
First Use
Jul 6, 2021
Goods & Services
Class 009
Downloadable electronic game software for use on mobile and cellular phones and handheld computers; downloadable mobile application featuring games, quizzes and audio and video recordings in the field of personal finance
SCHWAB MONEYWISE
Registered
|Reg #: 3573200|S/N: 77140068
SCHWAB MONEYWISE
LIVE - REGISTERED
Service MarkWordOwner: Charles Schwab Co., Inc.
Status: REGISTERED AND RENEWED
Record Details
Serial No.
77140068
Registration No.
3573200
Status
LIVE
Important Dates
Filed
Mar 26, 2007
Registered
Feb 10, 2009
First Use
Mar 30, 2007
Goods & Services
Class 041
Educational services, namely, conducting workshops, (( online educational programs, )) and providing educational speakers, in the fields of financial investment and financial planning, and distributing written course material in connection therewith
MONEYWISE AMERICA
Registered
|Reg #: 6848159|S/N: 90687834
MONEYWISE AMERICA
LIVE - REGISTERED
TrademarkWordOwner: Charles Schwab & Co., Inc.
Status: REGISTERED
Record Details
Serial No.
90687834
Registration No.
6848159
Status
LIVE
Important Dates
Filed
May 3, 2021
Registered
Sep 13, 2022
First Use
Sep 1, 2021
Goods & Services
Class 009Class 041
Class 009: Downloadable documents in the fields of financial planning, financial management, financial instruments, debt management, and the creation of personalized strategies to achieve financial independence; Class 041: Educational services, namely, providing programs, classes, courses, workshops, and seminars in the fields of financial planning, financial management, financial instruments, debt management, and the creation of personalized strategies to achieve financial independence; Providing educational programs, classes, courses, workshops, and seminars for youth in the fields of financial planning, financial management, financial instruments, debt management, and the creation of personalized strategies to achieve financial independence; providing a website featuring non-downloadable videos in the fields of financial planning, financial management, financial instruments, debt management, and the creation of personalized strategies to achieve financial independence
SCHWAB MONEYWISE
Registered
|Reg #: 5856486|S/N: 88309295
SCHWAB MONEYWISE
LIVE - REGISTERED
Service MarkWordOwner: Charles Schwab & Co., Inc.
Status: SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Record Details
Serial No.
88309295
Registration No.
5856486
Status
LIVE
Important Dates
Filed
Feb 20, 2019
Registered
Sep 10, 2019
First Use
Feb 1, 2009
Goods & Services
Class 036Class 042
Providing information and advice in the fields of personal finance, financial planning, investing, and insurance; providing online financial calculators | Providing temporary use of online non-downloadable software in the fields of personal finance, financial planning, investing, and insurance, for conducting financial assessment and surveys and providing worksheets for calculating how much to save for retirement, estimating personal net worth, and organizing financial documents
VS
Defendant
KLynnB, LLC
3225 MCLEOD DR.
LAS VEGAS, NV 89121
Attorney / Correspondent:
Mark:
MONEY WISE KIDS
Pending
S/N: 99181797
MONEY WISE KIDS
LIVE - PENDING
TrademarkWordITU
Owner: KLynnB, LLC
Status: OPPOSITION PENDING
Record Details
Serial No.
99181797
Status
LIVE
Important Dates
Filed
May 13, 2025
Goods & Services
Class 009Class 041
Education services, namely, providing online and downloadable educational materials, instructional videos, and interactive digital content in the field of financial literacy, money management, investing, budgeting, saving, and financial mindset for children, teens, young adults, and parents.; Downloadable educational materials, namely, printable workbooks, activity sheets, and guides in the field of financial literacy and money management
TTAB Documents
Title | Date | Entry # | Category | Code | Actions |
|---|---|---|---|---|---|
NOTICE OF DEFAULT | Mar 24, 2026 | 4 | Defaults | 144 | |
INSTITUTED | Jan 12, 2026 | 3 | Status | 128 | |
NOTICE AND TRIAL DATES SENT; ANSWER DUE: | Jan 12, 2026 | 2 | Scheduling | 707 | |
FILED AND FEE | Jan 12, 2026 | 1 | Fees | 124 |