Trademark: 87310769
Word
EQUIS FINANCIAL
Status
Registered
Status Code
700
Status Date
Tuesday, May 25, 2021
Serial Number
87310769
Registration Number
6358660
Registration Date
Tuesday, May 25, 2021
Mark Type
3000
Filing Date
Monday, January 23, 2017
Published for Opposition
Tuesday, March 9, 2021

Trademark Owner History
EQUIS FINANCIAL LLC - Original Registrant
Equis Financial Inc. - Original Applicant

Classifications
35 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
36 insurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness insurance
39 delivery of insurance carrier contract documents to insurance carriers
41 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
The color(s) blue, black and gray is/are claimed as a feature of the mark.
"FINANCIAL"
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.

Trademark Events
Oct 5, 2021
Applicant/Correspondence Changes (Non-Responsive) Entered
Oct 5, 2021
Teas Change Of Correspondence Received
Oct 5, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Oct 5, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Oct 5, 2021
Teas Change Of Owner Address Received
May 25, 2021
Registered-Principal Register
Mar 9, 2021
Official Gazette Publication Confirmation E-Mailed
Mar 9, 2021
Published For Opposition
Feb 17, 2021
Notification Of Notice Of Publication E-Mailed
Jan 29, 2021
Approved For Pub - Principal Register
Jan 29, 2021
Teas/Email Correspondence Entered
Jan 29, 2021
Correspondence Received In Law Office
Jan 20, 2021
Teas Request For Reconsideration Received
Jan 20, 2021
Ex Parte Appeal-Instituted
Jan 20, 2021
Jurisdiction Restored To Examining Attorney
Jan 20, 2021
Exparte Appeal Received At Ttab
Jul 21, 2020
Notification Of Final Refusal Emailed
Jul 21, 2020
Final Refusal E-Mailed
Jul 21, 2020
Final Refusal Written
Jul 10, 2020
Applicant/Correspondence Changes (Non-Responsive) Entered
Jul 10, 2020
Teas Change Of Correspondence Received
Jul 10, 2020
Attorney/Dom.Rep.Revoked And/Or Appointed
Jul 10, 2020
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jul 10, 2020
Teas Change Of Owner Address Received
Jul 6, 2020
Previous Allowance Count Withdrawn
Jul 6, 2020
Approved For Pub - Principal Register
Jul 1, 2020
Assignment Of Ownership Not Updated Automatically
Jul 1, 2020
Teas/Email Correspondence Entered
Jul 1, 2020
Correspondence Received In Law Office
Jun 28, 2020
Assigned To Lie
Jun 17, 2020
Teas Response To Suspension Inquiry Received
Jun 15, 2020
Applicant/Correspondence Changes (Non-Responsive) Entered
Jun 15, 2020
Teas Change Of Correspondence Received
Jun 15, 2020
Attorney/Dom.Rep.Revoked And/Or Appointed
Jun 15, 2020
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jun 15, 2020
Teas Change Of Owner Address Received
Jun 10, 2020
Automatic Update Of Assignment Of Ownership
May 26, 2020
Report Completed Suspension Check Case Still Suspended
Nov 22, 2019
Report Completed Suspension Check Case Still Suspended
May 21, 2019
Report Completed Suspension Check Case Still Suspended
Nov 21, 2018
Report Completed Suspension Check Case Still Suspended
May 21, 2018
Report Completed Suspension Check Case Still Suspended
Nov 14, 2017
Report Completed Suspension Check Case Still Suspended
May 12, 2017
Notification Of Letter Of Suspension E-Mailed
May 12, 2017
Letter Of Suspension E-Mailed
May 12, 2017
Suspension Letter Written
May 11, 2017
Teas/Email Correspondence Entered
May 10, 2017
Correspondence Received In Law Office
May 10, 2017
Teas Response To Office Action Received
Apr 19, 2017
Notification Of Non-Final Action E-Mailed
Apr 19, 2017
Non-Final Action E-Mailed
Apr 19, 2017
Non-Final Action Written
Apr 18, 2017
Assigned To Examiner
Feb 3, 2017
Notice Of Design Search Code E-Mailed
Feb 2, 2017
New Application Office Supplied Data Entered In Tram
Jan 27, 2017
Teas Amendment Entered Before Attorney Assigned
Jan 27, 2017
Teas Voluntary Amendment Received
Jan 26, 2017
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2030-01-24