USPTO serial 97547863
EQUITIZE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Apr 29, 2025
- Examiner
- ANDERSON, DANIELLE LYNN
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
Need help with EQUITIZE?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Washington, DC
Washington, DC
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jessica L. Rothstein
Jessica L. Rothstein GOODWIN PROCTER LLP620 EIGHTH AVENUENEW YORK, NY 10018United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Securities administration, namely, management of portfolios comprising securities; providing financial information in the nature of securities market data, quotations, orders, market transactions; financial investment services in the field of illiquid private company equities for individuals; providing financial and securities information; providing an online searchable database featuring real time financial investment information about investments | ACTIVE | Jun 28, 2022 |
| 042 | Providing temporary use of non-downloadable software to enable users to review, organize, access and transact private company equities and manage securities portfolios for the same; Providing online non-downloadable software for the trading, clearing, settlement and handling of securities and collecting financial securities information | ACTIVE | Jun 28, 2022 |
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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 29, 2025 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Apr 29, 2025 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Mar 30, 2025 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Mar 28, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 27, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 27, 2025 | 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. |
| Jan 21, 2025 | 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. |
| Jan 21, 2025 | 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. |
| Jan 21, 2025 | 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. |
| Jan 21, 2025 | IUAA | USE AMENDMENT ACCEPTED | — |
| Sep 3, 2024 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Sep 3, 2024 | ALIE | ASSIGNED TO LIE | — |
| Apr 2, 2024 | 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. |
| Mar 21, 2024 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Mar 21, 2024 | IUAF | USE AMENDMENT FILED | — |
| Mar 21, 2024 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Jan 12, 2024 | 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. |
| Jan 12, 2024 | 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. |
| Jan 12, 2024 | 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. |
| Dec 5, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 5, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 5, 2023 | 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. |
| Aug 21, 2023 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Aug 21, 2023 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Jun 6, 2023 | 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. |
| Jun 6, 2023 | 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. |
| Jun 6, 2023 | 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. |
| Jun 1, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 1, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 17, 2022 | NWAP | NEW APPLICATION ENTERED | — |