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Official data from USPTO

EQUITY INSTITUTIONAL SERVICES

Did you know this trademark is already registered in United States?

Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.

Active USPTO registrationType: WordOffice: US

Quick snapshot

EQUITY INSTITUTIONAL SERVICES

ST13

US500000098439587

Class

36

Filing

98439587

Registration

7875806

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

25

Latest update

07/29/2025

Classification

Registered

Trademark type

Word

Nice classes

36

Filing date

03/07/2024

Registration date

07/29/2025

Expiration date

-

Recommended action

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Next step

These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/29/2025

Last transaction

07/29/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Supplemental Register

Filing basis

Intent to use

First use anywhere

01/01/2024

First use in commerce

01/01/2024

Drawing code

4

Owner type

03

Owner location

Westlake, OH, US

Examiner

BURDECKI, ANNA C

Law office

L80

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 administration of retirement plans; financial administration of retirement plans for asset sponsorsprivate-fund managersregistered investment advisorsbroker-dealers

Publications

History of USPTO decisions and trademark events.

25 publications found

NRCS

NOTICE OF REGISTRATION CONFIRMATION EMAILED

07/29/2025

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

07/29/2025

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

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

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

08/14/2024

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

08/14/2024

REAP

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

08/14/2024

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

03/08/2024

NWAP

NEW APPLICATION ENTERED

03/08/2024

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