AGENT HEALTH SCORE Trademark

Trademark Overview


On Friday, October 25, 2019, a trademark application was filed for AGENT HEALTH SCORE with the United States Patent and Trademark Office. The USPTO has given the AGENT HEALTH SCORE trademark a serial number of 88668697. The federal status of this trademark filing is ABANDONED - NO STATEMENT OF USE FILED as of Monday, March 18, 2024. This trademark is owned by Equis Financial Inc.. The AGENT HEALTH SCORE trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Education services, namely, providing classes, seminars, workshops, mentoring, and coaching 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 services, namely, conducting classes, seminars, conferences and workshops in the field of insurance; providing training classes, seminars, workshops, mentoring, and coaching in the field of sales and business operations on how to market to clients through direct mail lead and warm market marketing programs; providing training for independent insurance producers and agents engaged in direct sales of insurance products, namely, training classes, seminars, workshops, mentoring, and coaching in how to structure and operate a successful insurance agency

Insurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness insurance

Independent marketing organization services and insurance marketing organization services, namely, providing business marketing services necessary for the independent insurance agent and producer to operate their insurance business; independent marketing organization services and insurance marketing organization services, namely, business and business management consulting, marketing 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 carriers, namely, processing insurance carrier contracting paperwork and submission of the paperwork to the insurance carriers, and providing proper documentation to insurance carriers in conjunction with insurance carrier contracts; providing new business application services to independent insurance agents and producers, namely, providing office functions in the nature of administrative process...
agent health score

General Information


Serial Number88668697
Word MarkAGENT HEALTH SCORE
Filing DateFriday, October 25, 2019
Status606 - ABANDONED - NO STATEMENT OF USE FILED
Status DateMonday, March 18, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 22, 2020

Trademark Statements


Goods and ServicesEducation services, namely, providing classes, seminars, workshops, mentoring, and coaching 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 services, namely, conducting classes, seminars, conferences and workshops in the field of insurance; providing training classes, seminars, workshops, mentoring, and coaching in the field of sales and business operations on how to market to clients through direct mail lead and warm market marketing programs; providing training for independent insurance producers and agents engaged in direct sales of insurance products, namely, training classes, seminars, workshops, mentoring, and coaching in how to structure and operate a successful insurance agency
Goods and ServicesInsurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness insurance
Goods and ServicesIndependent marketing organization services and insurance marketing organization services, namely, providing business marketing services necessary for the independent insurance agent and producer to operate their insurance business; independent marketing organization services and insurance marketing organization services, namely, business and business management consulting, marketing 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 carriers, namely, processing insurance carrier contracting paperwork and submission of the paperwork to the insurance carriers, and providing proper documentation to insurance carriers in conjunction with insurance carrier contracts; providing new business application services to independent insurance agents and producers, namely, providing 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 services, namely, matching consumer requests for insurance policy quotes to insurance brokers, agents and agencies interested in these requests; promotion of insurance services on behalf of third parties; advertising services; business administration services; arranging and conducting business conferences; business networking services and advertising and marketing services, namely, connecting and fostering business and agency contractual relationships between independent insurance agents and insurance companies
Disclaimer with Predetermined Text"AGENT HEALTH"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, October 30, 2019
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, October 30, 2019
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, October 30, 2019
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameEQUIS FINANCIAL LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressASHEVILLE, NC 28805

Party NameEQUIS FINANCIAL LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressASHEVILLE, NC 28805

Party NameEquis Financial Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressAsheville, NC 28805

Trademark Events


Event DateEvent Description
Monday, March 18, 2024ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Monday, March 18, 2024ABANDONMENT - NO USE STATEMENT FILED
Saturday, August 19, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, August 18, 2023SOU EXTENSION 5 GRANTED
Monday, August 14, 2023SOU EXTENSION 5 FILED
Friday, August 18, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, August 14, 2023SOU TEAS EXTENSION RECEIVED
Saturday, February 18, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, February 16, 2023SOU EXTENSION 4 GRANTED
Thursday, February 16, 2023SOU EXTENSION 4 FILED
Thursday, February 16, 2023SOU TEAS EXTENSION RECEIVED
Wednesday, August 17, 2022NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, August 15, 2022SOU EXTENSION 3 GRANTED
Monday, August 15, 2022SOU EXTENSION 3 FILED
Monday, August 15, 2022SOU TEAS EXTENSION RECEIVED
Wednesday, February 16, 2022NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, February 14, 2022SOU EXTENSION 2 GRANTED
Monday, February 14, 2022SOU EXTENSION 2 FILED
Monday, February 14, 2022SOU TEAS EXTENSION RECEIVED
Tuesday, October 5, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, October 5, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, October 5, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, October 5, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, October 5, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, August 6, 2021NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, August 4, 2021SOU EXTENSION 1 GRANTED
Wednesday, August 4, 2021SOU EXTENSION 1 FILED
Wednesday, August 4, 2021SOU TEAS EXTENSION RECEIVED
Tuesday, February 16, 2021NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, December 22, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 22, 2020PUBLISHED FOR OPPOSITION
Wednesday, December 2, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, November 16, 2020LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, November 9, 2020ASSIGNED TO LIE
Monday, November 2, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, November 2, 2020EXAMINER'S AMENDMENT ENTERED
Monday, November 2, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, November 2, 2020EXAMINERS AMENDMENT E-MAILED
Monday, November 2, 2020EXAMINERS AMENDMENT -WRITTEN
Monday, November 2, 2020PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, October 6, 2020WITHDRAWN FROM PUB - OG REVIEW QUERY
Friday, September 18, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 16, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, September 16, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, September 16, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, September 16, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, September 16, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, September 16, 2020EXAMINER'S AMENDMENT ENTERED
Wednesday, September 16, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, September 16, 2020EXAMINERS AMENDMENT E-MAILED
Wednesday, September 16, 2020EXAMINERS AMENDMENT -WRITTEN
Tuesday, August 25, 2020EXAMINER'S AMENDMENT ENTERED
Tuesday, August 25, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, August 25, 2020EXAMINERS AMENDMENT E-MAILED
Tuesday, August 25, 2020EXAMINERS AMENDMENT -WRITTEN
Friday, August 7, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, August 6, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, August 6, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, July 10, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, July 10, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, July 10, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, July 10, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, July 10, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, June 10, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, February 7, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, February 7, 2020NON-FINAL ACTION E-MAILED
Friday, February 7, 2020NON-FINAL ACTION WRITTEN
Friday, January 31, 2020ASSIGNED TO EXAMINER
Wednesday, October 30, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, October 29, 2019NEW APPLICATION ENTERED