Subject: RE: New Priority Trademark Application for Schwab Logo in Venezuela; MBF Ref: 888677-1363-VE01
From: Trademarks Bolet & Terrero <[email-masked]>
To: Sharon Prosek <[email-masked]>
Cc: Mariateresa Santana <[email-masked]>, Louise Arnott <[email-masked]>, Trademarks Bolet & Terrero <[email-masked]>, Guillermo Lopez <[email-masked]>, Luis Henriquez <[email-masked]>, Jose Bueno <[email-masked]>
Date: Fri, 20 Mar 2026 17:39:58 +0000

Dear Sharon,

Following your instructions, we have filed before the Venezuelan Patent and Trademark Office (VPTO), the following trademark applications:

Applicant: CHARLES SCHWAB & CO., INC.
Trademark
Class
Application no.
Date
Your reference
1.-
9 int'l
2026-002595
Mar. 19, 2026
MBF Ref: 888677-1363-VE01
Products list: Downloadable educational media, namely, video recordings, multimedia files, and audio files featuring information in the field of finance and financial investments; Downloadable educational publications, namely, printable training materials, newsletters, and articles in the field of finance and financial investments; Downloadable software for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments; Downloadable mobile applications for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments.
2.-
35 int'l
2026-002596
Mar. 19, 2026
MBF Ref: 888677-1363-VE01
Services list: Business networking; Business management consulting and advisory services for the investment advisory industry; Promoting public awareness of registered investment advisor (RIA) platforms; Providing business information in the field of investment advisory services; Referrals in the field of investment advisory services.
3.-
36 int'l
2026-002597
Mar. 19, 2026
MBF Ref: 888677-1363-VE01
Services list: Financial investment brokerage services; Investment management; Investment fund management services; Investment management of and distribution of annuities; Investment advice; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information regarding financial investment strategies for investment advisors; Providing financial information and financial advice via a website.
4.-
41 int'l
2026-002598
Mar. 19, 2026
MBF Ref: 888677-1363-VE01
Services list: Educational services, namely, conducting live programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course and educational materials in connection therewith; Educational services, namely, conducting virtual programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course materials in connection therewith in printed or electronic format.
5.-
42 int'l
2026-002599
Mar. 19, 2026
MBF Ref: 888677-1363-VE01
Services list: Providing online non-downloadable computer software platforms for use in connection with managing, accounting of and preparing reports for client investment accounts; Providing online non-downloadable computer software platforms for tracking performance of client investments.

We have enclosed scanned copies of the trademark application filing sheets, which have been duly stamped by the VPTO, for your records, and we will provide you with further updates as soon as they become available.

Please note that we are awaiting the certified copy of priority document No. 99427729 (legalization is not required). Please ensure you send it to us as soon as it is issued, keeping in mind the current processing delays at the USPTO.

Finally, you will receive the corresponding invoice in a separate email.

If you require further information or have any questions or concerns, please do not hesitate to reach out to us. We are always available to assist you.

Best regards,
<https://byt.com.ve/es/inicio/>

From: Luis Henriquez <[email-masked]>
Sent: Saturday, March 14, 2026 12:14 PM
To: Sharon Prosek <[email-masked]>
Cc: Mariateresa Santana <[email-masked]>; Louise Arnott <[email-masked]>; Trademarks Bolet & Terrero <[email-masked]>; Guillermo Lopez <[email-masked]>; Jose Bueno <[email-masked]>
Subject: Re: New Priority Trademark Application for Schwab Logo in Venezuela; MBF Ref: 888677-1363-VE01

Sharon,

We can submit the digital copy you sent us and see whether the Trademark Office accepts it. If not, the Office will issue an official notice within one or two months granting us an additional 45 days to submit the document.

Best,

Luis

On Mar 14, 2026, at 11:32 AM, Sharon Prosek <[email-masked]<mailto:[email-masked]>> wrote:

Hi Luis,

As mentioned in our instructions, the USPTO is experiencing significant delays in obtaining certified copies of priority documents and could take 3 months or more, will this be an issue?  Is there any other option?

Thanks,
Sharon

Sharon M. Prosek<http://www.michaelbest.com/People/Sharon-Prosek>
Senior Trademark Paralegal
  T 312.527.3452
  [email-masked]<mailto:[email-masked]>  |  bio<http://www.michaelbest.com/People/Sharon-Prosek>
<https://www.michaelbest.com/>
Michael Best & Friedrich LLP · A LexMundi Member

  www.michaelbest.com<https://www.michaelbest.com/>

From: Luis Henriquez <[email-masked]<mailto:[email-masked]>>
Sent: Saturday, March 14, 2026 10:29 AM
To: Sharon Prosek <[email-masked]<mailto:[email-masked]>>
Cc: Mariateresa Santana <[email-masked]<mailto:[email-masked]>>; Louise Arnott <[email-masked]<mailto:[email-masked]>>; Trademarks Bolet & Terrero <[email-masked]<mailto:[email-masked]>>; Guillermo Lopez <[email-masked]<mailto:[email-masked]>>; Jose Bueno <[email-masked]<mailto:[email-masked]>>
Subject: Re: New Priority Trademark Application for Schwab Logo in Venezuela; MBF Ref: 888677-1363-VE01

Sharon,

We confirm that a certified copy of the priority document is required. However, no legalization is required, and the document may be submitted at a later stage (1 or 2 months later).

Best,

Luis

On Mar 14, 2026, at 11:17 AM, Sharon Prosek <[email-masked]<mailto:[email-masked]>> wrote:

Hi Luis,

Thank you for your quick response.   Can you confirm you do not need a certified copy of the U.S. priority application?

Thanks!
Sharon

Sharon M. Prosek<http://www.michaelbest.com/People/Sharon-Prosek>
Senior Trademark Paralegal
  T 312.527.3452
  [email-masked]<mailto:[email-masked]>  |  bio<http://www.michaelbest.com/People/Sharon-Prosek>
<https://www.michaelbest.com/>
Michael Best & Friedrich LLP · A LexMundi Member

  www.michaelbest.com<https://www.michaelbest.com/>

From: Luis Henriquez <[email-masked]<mailto:[email-masked]>>
Sent: Saturday, March 14, 2026 10:14 AM
To: Sharon Prosek <[email-masked]<mailto:[email-masked]>>
Cc: Mariateresa Santana <[email-masked]<mailto:[email-masked]>>; Louise Arnott <[email-masked]<mailto:[email-masked]>>; Trademarks Bolet & Terrero <[email-masked]<mailto:[email-masked]>>; Guillermo Lopez <[email-masked]<mailto:[email-masked]>>; Jose Bueno <[email-masked]<mailto:[email-masked]>>
Subject: Re: New Priority Trademark Application for Schwab Logo in Venezuela; MBF Ref: 888677-1363-VE01

Dear Sharon,

Hope this email finds you well.

We acknowledge safe receipt of your instructions and will proceed accordingly. We confirm that we already have a PoA from Charles Schwab & Co., Inc.

Best regards,

Luis

On Mar 13, 2026, at 9:25 PM, Sharon Prosek <[email-masked]<mailto:[email-masked]>> wrote:

Priority Filing Deadline:  April 3, 2026

SCHWAB RESPONSIVE LOGO (B&W)
MBF Ref: 888677-1363-VE01

Dear Mariateresa,

Please proceed with filing a priority trademark application for the mark shown in the attached drawing. The application details are provided below.
Owner:
Charles Schwab & Co., Inc.
3000 Schwab Way
Westlake, TX  76262
USA

Entity Type:
California Corporation

Mark:
See Attached Drawing

Priority Claim:
U.S. Trademark Application No. 99427729 filed October 3, 2025.  A copy of the filing details is attached for your reference

Classes to File:
Please proceed with filing in all five (5) classes covered by the U.S. application as set forth below:

Class 9: Downloadable educational media, namely, video recordings, multimedia files, and audio files featuring information in the field of finance and financial investments; Downloadable educational publications, namely, printable training materials, newsletters, and articles in the field of finance and financial investments; Downloadable software for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments; Downloadable mobile applications for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments

Class 35: Business networking; Business management consulting and advisory services for the investment advisory industry; Promoting public awareness of registered investment advisor (RIA) platforms; Providing business information in the field of investment advisory services; Referrals in the field of investment advisory services

Class 36: Financial investment brokerage services; Investment management; Investment fund management services; Investment management of and distribution of annuities; Investment advice; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information regarding financial investment strategies for investment advisors; Providing financial information and financial advice via a website

Class 41: Educational services, namely, conducting live programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course and educational materials in connection therewith; Educational services, namely, conducting virtual programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course materials in connection therewith in printed or electronic format

Class 42: Providing online non-downloadable computer software platforms for use in connection with managing, accounting of and preparing reports for client investment accounts; Providing online non-downloadable computer software platforms for tracking performance of client investments

Required Documents:
Please let us know if any documents are required to proceed. If a certified copy of the U.S. application is required, please note that the USPTO is currently experiencing significant delays, and it may take three months or more to obtain one. If possible, we would appreciate proceeding without it.

Timing:
We would appreciate your filing the application as soon as possible and issuing your invoice within five (5) business days, and in any event before March 31, 2026.

Please let us know if you have any questions.

We look forward to your reply.

Kind regards,
Sharon
Sharon M. Prosek<http://www.michaelbest.com/People/Sharon-Prosek>
Senior Trademark Paralegal
  T 312.527.3452
  [email-masked]<mailto:[email-masked]>  |  bio<http://www.michaelbest.com/People/Sharon-Prosek>

Michael Best & Friedrich LLP · A LexMundi Member

  www.michaelbest.com<https://www.michaelbest.com/>

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