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Dado oficial do USPTO

EQUIS FINANCIAL

Sabia que essa marca já está registrada no Estados Unidos?

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Active USPTO registrationTipo: MistaEscritório: US

Snapshot rápido

EQUIS FINANCIAL

ST13

US500000087310769

Classe

35, 36, 39, 41

Pedido

87310769

Registro

6358660

Diagnóstico de risco e oportunidade

Leitura executiva para decisão de naming, protocolo e monitoramento.

Atenção: há risco ativo

Situação USPTO

Active USPTO registration

Tipo de processo

Pedido e registro

Eventos registrados

62

Atualização mais recente

26/05/2026

Classificação

Registrada

Tipo de marca

Mista

Classes Nice

35, 36, 39, 41

Data de depósito

23/01/2017

Data de registro

25/05/2021

Data de expiração

-

Ação recomendada

Execute uma análise de colidência completa e valide classes antes de qualquer protocolo ou investimento de marca.

Próximo passo

Esses são os detalhes do processo de registro. Mesmo assim, o monitoramento constante é o que garante tranquilidade de que o seu principal ativo continue protegido.

Dados completos do processo

Campos estruturados da autoridade responsável e do histórico oficial.

Data da situação

25/05/2021

Última transação

26/05/2026

Escritório responsável

United States Patent and Trademark Office

Código da situação

700

Cadastro oficial

Principal Register

Primeiro uso

01/10/2015

Primeiro uso no comércio

01/10/2015

Código do desenho

3

Tipo de titular

16

Localização do titular

ASHEVILLE, NC, US

Examinador

LAW, CHRISTOPHER M

Unidade examinadora

L30

Localização atual

PUBLICATION AND ISSUE SECTION

Descrição da marca

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.

Titulares e representantes

Titulares

EQUIS FINANCIAL LLC
Equis Financial Inc.

Representantes

William Zac Duffy Munsch Hardt Kopf & Harr, PC

Classificação técnica

Classes Nice

Classe 35Classe 36Classe 39Classe 41

Códigos Vienna

Sem códigos Vienna disponíveis.

Produtos e serviços

Classe 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

Classe 36

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

Classe 39

delivery of insurance carrier contract documents to insurance carriers

Classe 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

Publicações

Histórico de despachos e eventos da marca no USPTO.

62 publicações encontradas

REM1

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

25/05/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

19/05/2025

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

19/05/2025

REAP

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

19/05/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

05/10/2021

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

05/10/2021

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

05/10/2021

REAP

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

05/10/2021

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

05/10/2021

R.PR

REGISTERED-PRINCIPAL REGISTER

25/05/2021

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

09/03/2021

PUBO

PUBLISHED FOR OPPOSITION

09/03/2021

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

17/02/2021

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

29/01/2021

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

29/01/2021

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

29/01/2021

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

20/01/2021

EXPI

EX PARTE APPEAL-INSTITUTED

20/01/2021

JURT

JURISDICTION RESTORED TO EXAMINING ATTORNEY

20/01/2021

EXAF

EXPARTE APPEAL RECEIVED AT TTAB

20/01/2021

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

21/07/2020

GNFR

FINAL REFUSAL E-MAILED

21/07/2020

CNFR

FINAL REFUSAL WRITTEN

21/07/2020

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

10/07/2020

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

10/07/2020

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

10/07/2020

REAP

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

10/07/2020

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

10/07/2020

ZZZX

PREVIOUS ALLOWANCE COUNT WITHDRAWN

06/07/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

06/07/2020

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

01/07/2020

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

01/07/2020

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

01/07/2020

ALIE

ASSIGNED TO LIE

28/06/2020

ERSI

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

17/06/2020

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

15/06/2020

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

15/06/2020

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

15/06/2020

REAP

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

15/06/2020

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

15/06/2020

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

10/06/2020

RCSC

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

26/05/2020

RCSC

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

22/11/2019

RCSC

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

21/05/2019

RCSC

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

21/11/2018

RCSC

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

21/05/2018

RCSC

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

14/11/2017

GNS3

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

12/05/2017

GNSL

LETTER OF SUSPENSION E-MAILED

12/05/2017

CNSL

SUSPENSION LETTER WRITTEN

12/05/2017

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

11/05/2017

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

10/05/2017

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

10/05/2017

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

19/04/2017

GNRT

NON-FINAL ACTION E-MAILED

19/04/2017

CNRT

NON-FINAL ACTION WRITTEN

19/04/2017

DOCK

ASSIGNED TO EXAMINER

18/04/2017

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

03/02/2017

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

02/02/2017

TAEA

TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED

27/01/2017

PARI

TEAS VOLUNTARY AMENDMENT RECEIVED

27/01/2017

NWAP

NEW APPLICATION ENTERED

26/01/2017

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