USPTO serial 99250519
EQUITYTREE
Reviewed by CopyMark Law Group
Status 688Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- MINAYA, NYASIA ALYSSA
- Law office
- INTENT TO USE SECTION
What this means
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Daniel Cohn
Daniel Cohn Husch Blackwell LLP8001 Forsyth Boulevard, Suite 1500St. Louis, MO 63105United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning services; Investment and financial asset management, namely, tracking and analysis; Financial portfolio management; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment services; Investment advisory services; Investment consultation services for institution and individual investors; Insurance consultation; Insurance brokerage; Estate Planning; Financial retirement plan consulting services; Estate trust management; Financial analysis and consultation; Financial valuations; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment brokerage services, namely, offering exchange traded fund products | ACTIVE | — |
| 041 | Providing on-line non-downloadable publications in the nature of brochures, booklets, magazines, and newsletters in the field of financial, estate, insurance, investment, asset management, retirement planning and tax planning services; Educational services, namely, conducting classes and seminars and public speaking conference sessions in relation to financial, estate, insurance, investment, asset management, retirement planning and tax planning 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 EquityTree Holdings, LLC
- Other trademarks owned by EquityTree Holdings, LLC
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named EQUITYTREE
- Prosecution event NOAM explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 13, 2026 | 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. |
| Aug 18, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 18, 2026 | 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. |
| Aug 12, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 17, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 3, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 3, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 3, 2026 | 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 2, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Mar 2, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Dec 3, 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. |
| Dec 3, 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. |
| Dec 3, 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. |
| Nov 21, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Nov 21, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Nov 21, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Nov 21, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Nov 13, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 31, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 24, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jun 24, 2025 | NWAP | NEW APPLICATION ENTERED | — |