USPTO trademark record

SCHWAB ADVISOR PORTFOLIO CONNECT

Live registered mark · Owner Charles Schwab & Co., Inc. · Classes 35, 36, 42

Mark details

Owner: Charles Schwab & Co., Inc.
Serial number: 86685746
Registration number: 5715756
Status: REGISTERED
Classes: 35 (Advertising / retail / business services), 36 (Finance / insurance), 42 (Software / tech services (SaaS, design, hosting))
Filed: 2015-07-07
Registered: 2019-04-02
Goods / services: data processing services in the field of investment portfolio management; business services, namely, providing data aggregation and analysis services for investment advisors; business services, namel…

Register data as of 2026-11-09. Records can trail live filings — check the official USPTO search for the latest status before filing.

Similar marks

Nearest marks in the register to SCHWAB ADVISOR PORTFOLIO CONNECT.

SCHWAB ADVISOR PROCONNECTLive

Classes 35 (Advertising / retail / business services), 36 (Finance / insurance) · Charles Schwab and Company, Inc.

SCHWAB ADVISOR TRANSITION SERVICESLive

Classes 35 (Advertising / retail / business services) · Charles Schwab & Co., Inc.

SCHWAB ADVISOR CASH RESERVESLive

Classes 36 (Finance / insurance) · Charles Schwab & Co., Inc.

SCHWAB ADVISOR CENTERLive

Classes 36 (Finance / insurance) · Charles Schwab & Co., Inc.

SCHWAB ADVISOR CHOICE VARIABLE ANNUITYLive

Classes 36 (Finance / insurance) · Charles Schwab & Co., Inc.

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