Mark:

SCHWAB PERFORMANCE TECHNOLOGIES

Status Date:

08-24-2015

Registration Number:

2992802

Goods and Services:

Educational services, namely, providing training for investment advisors in the fields of client communications, client management, and electronic commerce Computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communications management, and performance tracking; [ Computer software for securities trading for use by investment advisors and investment management firms; Computer software for client contact management and office workflow automation, and downloadable software for client contact management and office workflow automation ] providing online support services for investment professionals, namely, financial portfolio accounting, [ securities trade order management, ] reporting of investment performance, and online reporting of client account information Data management and data hosting services for others; preparation and online delivery of customer account reports for others; data processing services for others; business information management in the fields of financial portfolio management and investment advice; computerized database management in the fields of financial portfolio management and investment advice; business consultation services provided to investment advisors in the fields of client management and communications, electronic commerce, [ and investment strategy, development, ] and marketing [ Computer services, namely, consultation regarding website development; computer services, namely, providing content for websites for others; ] computer services, namely, technical support services provided via the Internet and in person

Class:

Scientific and technological services

Published for Opposition Date:

04-06-2004

Mark Drawing Status:

Typed Drawing

Business Name:

444 W. LAKE ST., SUITE 3200