EQUIS FINANCIAL - Trademark Details
Status: 700 - Registered
Serial Number
87310769
Registration Number
6358660
Word Mark
EQUIS FINANCIAL
Status
700 - Registered
Status Date
2021-05-25
Filing Date
2017-01-23
Registration Number
6358660
Registration Date
2021-05-25
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
060104, 060906, 260921 - Mountains, mountain landscapes. Polar and snow-covered landscapes; icebergs. Squares that are completely or partially shaded.
Published for Opposition Date
2021-03-09
Attorney Name
Law Office Assigned Location Code
L30
Employee Name
LAW, CHRISTOPHER M
Statements
Indication of Colors claimed
The color(s) blue, black and gray is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text
"FINANCIAL"
Description of Mark
The mark consists of the words "EQUIS FINANCIAL" in a black stylized font to the right of an incomplete blue square box having rounded corners inside of which is an abstract arrow-like design shaded from gray to black that is intended to be suggestive of two roads converging to head in the same direction. The color white represents background and is not claimed as a feature of the mark.
Goods and Services
independent marketing organization services and insurance marketing organization services, namely, providing business marketing and business technology support services necessary for the independent insurance agent and producer to operate their insurance business; independent marketing organization services and insurance marketing organization services, namely, business and business management consulting, marketing and sales management services for independent insurance agents and producers; providing contracting services in the nature of facilitating contracts between independent insurance agents and producers and insurance carriers, namely,administrative processing and filing of insurance carrier contracting paperwork, filing insurance carrier contract documents on behalf of insurance carriers, providing business information to insurance carriers in regard to insurance carrier contracts; providing new business application services to independent insurance agents and producers, namely, providing office functions in the nature of administrative processing of insurance applications and forwarding them to insurance carriers; providing sales leads and referrals for independent insurance agents and producers in the field of insurance; insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes to insurance brokers, agents and agencies interested in these requests; promotion of insurance services on behalf of third parties; arranging and conducting business conferences
Goods and Services
insurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness insurance
Goods and Services
delivery of insurance carrier contract documents to insurance carriers
Goods and Services
education services, namely, providing classes, seminars, workshops, mentoring, and coaching in the field of insurance; providing professional business development coaching services to insurance agents and producers in the field of insurance; business education and training services, namely, conducting classes, seminars, conferences and workshops in the field of insurance; training services in the fields of sales, business operations, and marketing to clients through direct mail lead and warm market marketing programs; training services for independent insurance producers and agents engaged in direct sales of insurance products in the field of how to structure and operate a successful insurance agency
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2017-02-02
Primary Code
035
First Use Anywhere Date
2015-10-01
First Use In Commerce Date
2015-10-01
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2017-02-02
Primary Code
036
First Use Anywhere Date
2015-10-01
First Use In Commerce Date
2015-10-01
International Class
039 - Transport; packaging and storage of goods; travel arrangement. - Transport; packaging and storage of goods; travel arrangement.
US Class Codes
100, 105
Class Status Code
6 - Active
Primary Code
039
First Use Anywhere Date
2015-10-01
First Use In Commerce Date
2015-10-01
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2017-02-02
Primary Code
041
First Use Anywhere Date
2015-10-01
First Use In Commerce Date
2015-10-01
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
11 - 1st New Owner Before Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Carla C. Calcagno
Address
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Trademark Events
| Event Date | Event Description |
| 2017-01-26 | NEW APPLICATION ENTERED IN TRAM |
| 2017-01-27 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| 2017-01-27 | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED |
| 2017-02-02 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2017-02-03 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| 2017-04-18 | ASSIGNED TO EXAMINER |
| 2017-04-19 | NON-FINAL ACTION WRITTEN |
| 2017-04-19 | NON-FINAL ACTION E-MAILED |
| 2017-04-19 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2017-05-10 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2017-05-10 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2017-05-11 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2017-05-12 | SUSPENSION LETTER WRITTEN |
| 2017-05-12 | LETTER OF SUSPENSION E-MAILED |
| 2017-05-12 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| 2017-11-14 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 2018-05-21 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 2018-11-21 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 2019-05-21 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 2019-11-22 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 2020-05-26 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 2020-06-10 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 2020-06-15 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2020-06-15 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2020-06-15 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2020-06-15 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2020-06-15 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 2020-06-17 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| 2020-06-28 | ASSIGNED TO LIE |
| 2020-07-01 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2020-07-01 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2020-07-01 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 2020-07-06 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2020-07-06 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| 2020-07-10 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2020-07-10 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2020-07-10 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2020-07-10 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2020-07-10 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 2020-07-21 | FINAL REFUSAL WRITTEN |
| 2020-07-21 | FINAL REFUSAL E-MAILED |
| 2020-07-21 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| 2021-01-20 | EXPARTE APPEAL RECEIVED AT TTAB |
| 2021-01-20 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| 2021-01-20 | EX PARTE APPEAL-INSTITUTED |
| 2021-01-20 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| 2021-01-29 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2021-01-29 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2021-01-29 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2021-02-17 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2021-03-09 | PUBLISHED FOR OPPOSITION |
| 2021-03-09 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2021-05-25 | REGISTERED-PRINCIPAL REGISTER |
| 2021-10-05 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2021-10-05 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2021-10-05 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2021-10-05 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2021-10-05 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
