USPTO serial 87310769
EQUIS FINANCIAL
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 25, 2021
- Examiner
- LAW, CHRISTOPHER M
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
ASHEVILLE, NC, US
ASHEVILLE, NC, US
Asheville, NC, US
ASHEVILLE, NC, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
William Zac Duffy
William Zac Duffy Munsch Hardt Kopf & Harr, PC500 N. Akard Street, Suite 4000Dallas, TX 75201United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | 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 | ACTIVE | Oct 1, 2015 |
| 036 | insurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness insurance | ACTIVE | Oct 1, 2015 |
| 039 | delivery of insurance carrier contract documents to insurance carriers | ACTIVE | Oct 1, 2015 |
| 041 | 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 | ACTIVE | Oct 1, 2015 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by EQUIS FINANCIAL LLC
- Other trademarks owned by EQUIS FINANCIAL LLC
- Other trademarks owned by Equis Financial Inc.
- Other trademarks owned by EQUIS FINANCIAL LLC
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 039
- Other trademarks in Class 041
- Similar marks named EQUIS FINANCIAL
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 25, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 19, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 19, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| May 19, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 5, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Oct 5, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 5, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 5, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 5, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 25, 2021 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Mar 9, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 9, 2021 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Feb 17, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 29, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 29, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 29, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 20, 2021 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jan 20, 2021 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Jan 20, 2021 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Jan 20, 2021 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Jul 21, 2020 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jul 21, 2020 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jul 21, 2020 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jul 10, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 10, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 10, 2020 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jul 10, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 10, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 6, 2020 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Jul 6, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 1, 2020 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 1, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 1, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 28, 2020 | ALIE | ASSIGNED TO LIE | — |
| Jun 17, 2020 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Jun 15, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 15, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 15, 2020 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 15, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 15, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 10, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| May 26, 2020 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Nov 22, 2019 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| May 21, 2019 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Nov 21, 2018 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| May 21, 2018 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Nov 14, 2017 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| May 12, 2017 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| May 12, 2017 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| May 12, 2017 | CNSL | SUSPENSION LETTER WRITTEN | — |
| May 11, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 10, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 10, 2017 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Apr 19, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 19, 2017 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 19, 2017 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 18, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 3, 2017 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Feb 2, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 27, 2017 | TAEA | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED | — |
| Jan 27, 2017 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Jan 26, 2017 | NWAP | NEW APPLICATION ENTERED | — |