NRCS
NOTICE OF REGISTRATION CONFIRMATION EMAILED
12/09/2025
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Official data from USPTO
EQUITY PRIVATE CLIENT GROUP
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
EQUITY PRIVATE CLIENT GROUP
ST13
US500000098424304Class
36
Filing
98424304
Registration
8062497
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
33
Latest update
12/09/2025
Trademark type
Word
Nice classes
36
Filing date
02/27/2024
Registration date
12/09/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/09/2025
Last transaction
12/09/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
04/01/2024
First use in commerce
04/01/2024
Drawing code
4
Owner type
03
Owner location
Westlake, OH, US
Examiner
BURDECKI,ANNA C
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
Equity Trust Company
Representatives
Michael A. Marrero UB Greensfelder LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial serviceswealth management services; financial serviceswealth management services for individual investors; financial administration of retirement plans; financial administration of retirement plans for individual investors; financial administration of self-directed investment accounts for illiquid alternative investments and cryptocurrency
Publications
History of USPTO decisions and trademark events.
33 publications found
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
12/09/2025
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
11/10/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/14/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/14/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/14/2025
NREV
NOTICE OF REVIVAL - E-MAILED
10/14/2025
PETG
PETITION TO REVIVE-GRANTED
10/14/2025
PROA
TEAS PETITION TO REVIVE RECEIVED
10/14/2025
MAB2
ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
10/06/2025
ABN2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
10/06/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/20/2025
GNRT
NON-FINAL ACTION E-MAILED
06/20/2025
CNRT
NON-FINAL ACTION WRITTEN
06/20/2025
IUAA
USE AMENDMENT ACCEPTED
06/20/2025
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
05/14/2025
IUAF
USE AMENDMENT FILED
05/14/2025
EAAU
TEAS AMENDMENT OF USE RECEIVED
05/13/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/13/2025
XELG
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
02/12/2025
XELR
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
02/12/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
11/13/2024
GNRT
NON-FINAL ACTION E-MAILED
11/13/2024
CNRT
NON-FINAL ACTION WRITTEN
11/13/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/04/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/04/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/04/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/13/2024
GNRT
NON-FINAL ACTION E-MAILED
08/13/2024
CNRT
NON-FINAL ACTION WRITTEN
08/13/2024
DOCK
ASSIGNED TO EXAMINER
08/07/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/28/2024
NWAP
NEW APPLICATION ENTERED
02/28/2024
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