USPTO serial 87630779
EQUIPT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 26, 2019
- Examiner
- PERRY, KIMBERLY B
- Law office
- Historical data usage
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
PHOENIX, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Scottsdale, AZ
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Gayle Denman
Gayle Denman Davis Wright Tremaine LLP1251 Avenue of the Americas, 21st FloorNew York, NY 10020-1104United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Providing an Internet website portal in the field of investment management services, investment advisory services, financial management services, and broker-dealer services related to securities, stocks, bonds and mutual funds; providing an Internet website portal offering information, advice, research and educational materials to financial advisors and new client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services | ACTIVE | — |
| 042 | Providing an Internet website featuring on-line non-downloadable software providing resources, information, and tools to financial advisors and new client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services | ACTIVE | — |
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 OSAIC, INC.
- Other trademarks owned by Advisor Group, Inc.
- Other trademarks owned by Advisor Group, Inc.
- Other trademarks owned by Advisor Group, Inc.
- Other trademarks owned by OSAIC HOLDINGS, INC.
- Other trademarks in Class 036
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 2, 2025 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Oct 2, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 2, 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. |
| Oct 2, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 7, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 7, 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 7, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 7, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 7, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 12, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Mar 12, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Mar 12, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 12, 2024 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Mar 26, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Nov 17, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 17, 2023 | 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. |
| Nov 17, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 17, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Nov 17, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 15, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 20, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Dec 21, 2022 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 26, 2019 | 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. |
| Feb 20, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Feb 19, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jan 29, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 28, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jan 28, 2019 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jan 28, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jan 16, 2019 | IUAF | USE AMENDMENT FILED | — |
| Jan 16, 2019 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jan 16, 2019 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jan 16, 2019 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jul 17, 2018 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| May 22, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 22, 2018 | 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. |
| May 2, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 13, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 3, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 3, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 3, 2018 | 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. |
| Oct 13, 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. |
| Oct 13, 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. |
| Oct 13, 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. |
| Oct 12, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 6, 2017 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Oct 6, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 5, 2017 | NWAP | NEW APPLICATION ENTERED | — |