Official data from USPTO

EQUIS FINANCIAL

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Active USPTO registrationType: CombinedOffice: United States

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Quick snapshot

ST13

US500000087310769

Class

35, 36, 39, 41

Filing

87310769

Registration

6358660

View on USPTO

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

Latest update

05/26/2026

Trademark type

Combined

Nice classes

35, 36, 39, 41

Filing date

01/23/2017

Registration date

05/25/2021

Expiration date

Complete case details

Structured fields from the responsible authority and the official record.

Status date

05/25/2021

Last transaction

05/26/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

10/01/2015

First use in commerce

10/01/2015

Drawing code

Owner type

Owner location

ASHEVILLE, NC, US

Examiner

LAW, CHRISTOPHER M

Law office

L30

Current location

PUBLICATION AND ISSUE SECTION

Mark description

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.

Holders and representatives

Holders

EQUIS FINANCIAL LLC

Equis Financial Inc.

Representatives

William Zac Duffy Munsch Hardt Kopf & Harr, PC

Technical classification

Nice Classes

Class 35Class 36Class 39Class 41

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

independent marketing organization services and insurance marketing organization servicesproviding 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 servicesbusiness and business management consultingmarketing 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 carriersadministrative processing and filing of insurance carrier contracting paperworkfiling insurance carrier contract documents on behalf of insurance carriersproviding business information to insurance carriers in regard to insurance carrier contracts; providing new business application services to independent insurance agents and producersproviding 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 servicesmatching consumer requests for insurance policy quotes to insurance brokersagents and agencies interested in these requests; promotion of insurance services on behalf of third parties; arranging and conducting business conferences

Class 36

insurance consultation; insurance consulting in the fields of life insurancemortgage protection insurancefinal expense insurancedisability insurance coveragecritical illness insurance

Class 39

delivery of insurance carrier contract documents to insurance carriers

Class 41

education servicesproviding classesseminarsworkshopsmentoringcoaching 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 servicesconducting classesseminarsconferences and workshops in the field of insurance; training services in the fields of salesbusiness operationsmarketing 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

Publications

History of USPTO decisions and trademark events.

62 publications found

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

05/25/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

05/19/2025

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

05/19/2025

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

05/19/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

10/05/2021

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

10/05/2021

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

10/05/2021

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

10/05/2021

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

10/05/2021

R.PR

REGISTERED-PRINCIPAL REGISTER

05/25/2021

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/09/2021

PUBO

PUBLISHED FOR OPPOSITION

03/09/2021

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

02/17/2021

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

01/29/2021

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

01/29/2021

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

01/29/2021

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

01/20/2021

EXPI

EX PARTE APPEAL-INSTITUTED

01/20/2021

JURT

JURISDICTION RESTORED TO EXAMINING ATTORNEY

01/20/2021

EXAF

EXPARTE APPEAL RECEIVED AT TTAB

01/20/2021

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

07/21/2020

GNFR

FINAL REFUSAL E-MAILED

07/21/2020

CNFR

FINAL REFUSAL WRITTEN

07/21/2020

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

07/10/2020

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

07/10/2020

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

07/10/2020

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

07/10/2020

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

07/10/2020

ZZZX

PREVIOUS ALLOWANCE COUNT WITHDRAWN

07/06/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

07/06/2020

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

07/01/2020

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

07/01/2020

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

07/01/2020

ALIE

ASSIGNED TO LIE

06/28/2020

ERSI

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

06/17/2020

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

06/15/2020

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/15/2020

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

06/15/2020

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

06/15/2020

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

06/15/2020