REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/12/2025
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Official data from USPTO
EQ BY EQUINITI
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
EQ BY EQUINITI
ST13
US500000087875930Class
35, 36
Filing
87875930
Registration
6053862
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
52
Latest update
05/13/2025
Trademark type
Word
Nice classes
35, 36
Filing date
04/13/2018
Registration date
05/12/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/12/2020
Last transaction
05/13/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
03/01/2018
First use in commerce
03/01/2018
Drawing code
4
Owner type
16
Owner location
WILMINGTON, DE
Examiner
KETCHUM, BRENDAN
Law office
N70
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
EQUINITI (US) HOLDINGS, LLC
Equiniti U.S. Holdings, Inc.
Representatives
Douglas R. Wolf Wolf, Greenfield & Sacks, P.C.
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business process outsourcing services in the field business management; business administration; business management; business management and business administration services in the field of share registrationdealingacquisition and disposal; business management and business administration of financial affairs; maintenance of statutory registerscomputerized register management; managementmaintenance and updating of shareholder recordsshareholder record keeping services; attending upon dividend payments and capital reconstruction for othersfinancial records management; computer database management; managementmaintenance and updating of computer databasesmanagement and compilation of computerized databases; reporting and data processing servicesstatistical analysis and reporting services for business purposes; data processingdata evaluationevaluations relating to commercial matters; computerized file management; share registry bureau and support services in the nature of share registration servicesregistering the ownership of stocks and bonds; data collection servicesservices consisting of the registrationcollectiontranscriptioncompilation and systemization of written communications and data; administration of treasury sharesfinancial statement preparation and analysis for businesses; customer serviceresponding to customers inquiries for others in the field of financial and business management; operating call centresoperation of telephone call centres for others; customer enquiries and response handlingresponding to customer inquiries for others in the fields of finance and business management via telephone and e-mail for others; operating telephone hotlines that provide information and counselling in the fields of employment and financial affairs to employeesretirees and shareholdersmanagement of telephone call centres for others; personnel-related servicespersonnel management; conducting business and market research surveys; business appraisal; business consultancy services; business informationenquiryresearch and investigation services; business organisation consulting; accounting and book-keeping services; economic forecasting and analysis; personnel managementconsultancy and recruitment services; rental of office machinery; arranging and conducting of exhibitionsfor business and advertising purposes; organisation and preparation of payrolladministration of business payroll for others; publicity and sales promotion services; telephone answering services; consulting services relating to personnelemployee compensation and benefitsto corporate organizationto strategic planningto marketingto share dealingto business administration and managementbusiness consultation; services relating to investor relationsbusiness appraisal consultancy services; business managementadvisoryinformation and consultation services in the field of corporate social responsibility; management and administration of Annual General Meetings and Extraordinary General Meetingsarranging and conducting business conferences; advisoryinformation and consultancy services relating to the aforesaid servicesbusiness consultation; tax assessment; preparation and completion of income tax returnstax preparation; provision of information relating to tax; tax consulting and planning services; business consulting and advisory services; provision of statements of accountaccount auditing; registrationadministration and secretarial services for companiescompany secretarial services; document reproduction services; providing online information in the field of business management; providing an interactive website featuring information in the field of business management; providing an online computer database in the field of business management; Business process outsourcing services in the field of financial management
Class 36
Management and analysis of shareholders and share dealing to retail and registration service customersshare price and holding information services; share dealing services to retailregistration service and execution only customersbrokerage of shares and other securities; investor relations servicesadministration information relating to stock holdings; employee share scheme planningmanagement and administration servicesmanaging employee portfolios comprising securities; executive share scheme planningmanagement and administrationmanaging employee portfolios comprising securities; share incentive scheme planningmanagement and administrationmanaging employee portfolios comprising securities; planningmanagement and administration of employee benefit schemesmanaging employee portfolios comprising securities; dividend and interest managementbankingpaymentdistributionplanning servicesfinancial management; debt recovery and collection agencies; corporate and personal trust administrationfinancial trust operations; independent financial advice; unit trust and Open Ended Investment Companies (OEICs) administration in the nature of annuity servicesaccount and investment administration; share scheme administrationfinancial administration of employee retirement plans; pension administration and advicefinancial administration of pension funds; share dealing servicesstock brokerage; share dealingadministration and brokerage services to retailregistration service and execution only customersinvestment brokerage; portfolio management and administrationfinancial portfolio management; administrationanalysisreporting of shares and shareholdings to retailregistration service and execution only customersstock exchange information services; employee share schemesmanaging employee portfolios comprising securities and administration information relating to stock holdings; executive share plansmanaging employee portfolios comprising securities; share incentive schemesmanaging employee portfolios comprising securities; trustee services; benefit schemesadministration of employee flexible benefit plans concerning insurance and finance; provision of information relating to financial accounts; securities brokerage services to retail and registration service customers; financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; investment portfolio valuations to retail customersfinancial valuation of personal property and real estate; valuation of securitiesstocks and shares to retailregistration service and execution only customersfiscal valuations and assessments; provision of information relating to sharesshare prices and market conditions to retailregistration service and execution only customersproviding stock market information; administration of pension and compensation schemes and consultancy services relating theretoadministration of employee pension plans; adviceinformation and management of financial options and benefit schemesprocessingadministering and managing employee benefit plans concerning insurance and finance; provisionadvice and information in relation to flexible benefit schemesfinancial consultation; pension scheme administration servicesfinancial administration of employee pension plans; pension scheme documentation servicesadministration of employee welfare benefit plans concerning insurance and finance; consultancy services relating to retirement benefitsfinancial consulting; administration of share schemesfinancial administration of retirement plans; financial services provided to employersissuance of paycheques to employeestransfers of fundsdeposits to accounts with respect to payroll and payroll disbursementspayroll taxespayroll deductionsunemployment compensationwage attachments and benefitsbanking services; payroll tax debiting and crediting services; tax payment processing servicesprocessing federalstate and local payroll withholding taxes and remittance of taxes to the appropriate taxing authorities; benefits administrationenrollment and eligibility services for employers and employees relating to employee healthinsurancewelfaretransportationeducational assistance and retirement benefitsadministration of employee benefit plans concerning insurance and finance; insurance and life assurance serviceslife insurance underwriting; insurance brokerage; actuarial services; financial analysis and consultation; monetary strategy consultation and research; real estate assessment and management; valuations and financial appraisals of propertyappraisal of real estate; property acquisition and management servicesland acquisition services; rentalletting and lease of propertiesleasing of real property; rental of office space; leasing servicesleasing of real estate; banking services; administration of financial affairsfinancial due diligence; charitable fund raising services; administration of mutual fundsmutual fund distribution; mutual funds servicesmutual fund investment; cash management services; credit card factoring services; invoice discounting servicesloans and discount of bills; cash dispensing servicesautomated teller machine services; loan financing; mortgage lending; mortgage brokerage; provision of security for loansguarantee assurance underwriting; registration services for credit cardscharge cardscash cardscheque guarantee cardsdebit cardspayment cardsfinancial cards and purchase cards; card and cash replacement servicescash replacement rendered by credit card; rentalhire and leasing of equipment for processing financial cards and data relating theretorental of cash dispensers or automated-teller machines; processing of data relating to card transactions and other payment transactionscredit card transaction processing services; provision of financemoney exchange and money transmission serviceselectronic transfer of money; currency servicescurrency exchange and advice; bureau de change servicescurrency transfer services; foreign exchange information services; merchant banking and investment banking services; equity capital investment and savings account services; investment management services; brokerage of bondssecuritiescommodities and futures for retail and registration services customers; market making servicescommodity brokerage; securities valuation services to retail customersstock exchange price quotations; share underwriting servicesguarantee assurance underwriting; securities lending servicescommercial lending services; dividend collection servicescollection of debts; payment collection servicescollection agencies; insurance underwriting services for all types of insurance; unit trust servicesestate trust management; investment trust servicestrust management accounts; securities brokerage; personal equity plan servicesfinancial portfolio management services; tax servicesfiduciary tax payment processing services; financial planning and investment advisory services; investment management and financial management services; financial research services; pension fund servicesadministration of employee pension plans; provision of financial information but not including provision of business and financial information relating to companies and their financial performance; electronic stock transfer servicesinvestment by electronic means; safe-keepingadministration and valuation of investments to retailregistration service and execution only customersinvestment management; collateral agency servicesmortgaging of securities for others; securities custody services in the nature of financial investment servicesadministering the issuanceunderwriting and distribution of securities; safe custody servicessafe deposit box services; financial information services relating to investment portfoliosindicative share pricesshare balance movementsshare dealingemployee share schemesISAs Individual Savings Accountscorporate-sponsored nominee shareholding services to retail and registration service customers; financial advising and financial management in the fields of capital structuresflotationsmergerstakeoversdemergersrights issuescapitalisation issues and Initial Public Offerings (IPOs); banking and financing services; deposit-taking and storage of valuablessafety deposit box services; credit consultation; consumercommercial and mortgage lending; current accountssavings and investment accountsbank cardcredit carddebit cardcharge card and cash card serviceschecking accountsavings accountcredit and cash card and debit card services in the nature of electronic transaction processing and issuance of creditcashdebit cards; issuance of electronic purses and chipcards for electronic payment; and provision of banking services via the telephonethe Internet and interactive televisionissuing credit cards; money transfer; issue of letters of credit and financial guarantees; foreign exchange transactions; issue of travellers cheques and bank cheques; futuresforwardsderivatives and option markets transactions in the nature of financial servicesinvestment fund transfer and transaction services; electronic banking and electronic funds transfer services; money transfer services; electronic money transfer services; financial leasinglease securitization; global custody servicessafe deposit services; stockbroking and share dealing servicesstock brokerage; financial planningadviceresearch and information services; financial and portfolio management; personal equity plansproviding a web site featuring personal financial information and financial advice; tax and estate planning; pensions servicesadministration of employee pension plans; fiduciary representatives and trustee services; investment funds and unit trust servicesinvestment of funds for others; corporate financeconsultation in the field of capital structure; capital markets dealingscapital investment services; export and project financefinancing of industrial activities; provision of development capital and equity financeproject financing; lease-purchase financing; factoring and invoice discountingloans and discount of bills; real estate agency services; property surveyvaluationinvestment and management servicesevaluation and management of real property; insurance agencies; life insurance underwriting; services relating to investor relationsfinancial consultancy services; advisoryinformation and consultancy services relating to the aforesaid servicesfinancial information and advisory services; providing online information in the field of financial management; providing an interactive website featuring information in the field of financial management; providing an online computer database in the field of financial management
Publications
History of USPTO decisions and trademark events.
52 publications found
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
04/12/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/12/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/12/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/12/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
04/12/2023
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/15/2023
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
06/23/2022
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
05/19/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
05/12/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
04/07/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
04/06/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
02/28/2020
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
02/28/2020
IUAF
USE AMENDMENT FILED
02/07/2020
EISU
TEAS STATEMENT OF USE RECEIVED
02/07/2020
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
09/24/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/30/2019
PUBO
PUBLISHED FOR OPPOSITION
07/30/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/10/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/21/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
06/21/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
06/21/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
06/21/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
06/21/2019
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
06/21/2019
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
05/14/2019
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
04/30/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/27/2019
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
04/26/2019
PBMR
WITHDRAWN FROM PUB - MANAGING ATTORNEY REQUEST
04/26/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/24/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/30/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/30/2019
ALIE
ASSIGNED TO LIE
03/28/2019
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/21/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/21/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/14/2019
GNRT
NON-FINAL ACTION E-MAILED
01/14/2019
CNRT
NON-FINAL ACTION WRITTEN
01/14/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/21/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/20/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/20/2018
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
12/20/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/09/2018
GNRT
NON-FINAL ACTION E-MAILED
08/09/2018
CNRT
NON-FINAL ACTION WRITTEN
08/09/2018
DOCK
ASSIGNED TO EXAMINER
08/02/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/21/2018
TAEA
TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
04/18/2018
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
04/18/2018
NWAP
NEW APPLICATION ENTERED
04/17/2018
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