EQIS Trademark

Trademark Overview

On Monday, May 16, 2011, a trademark application was filed for EQIS with the United States Patent and Trademark Office. The USPTO has given the EQIS trademark a serial number of 85321560. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, May 2, 2022. This trademark is owned by Eqis Holdings, Inc. The EQIS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
eqis

General Information

Serial Number85321560
Word MarkEQIS
Filing DateMonday, May 16, 2011
Status800 - REGISTERED AND RENEWED
Status DateMonday, May 2, 2022
Registration Number4083116
Registration DateTuesday, January 10, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 25, 2011

Trademark Statements

Goods and ServicesFinancial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
Translation of Words in MarkThe wording "EQIS" has no meaning in a foreign language.

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, May 19, 2011
Primary Code036
First Use Anywhere DateMonday, July 26, 2010
First Use In Commerce DateMonday, July 26, 2010

Trademark Owner History

Party NameFREEDOM INVESTMENT MANAGEMENT, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressHARTFORD, CT 06103
Party NameEQIS CAPITAL MANAGEMENT, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressHartford, CA 06103
Party NameEqis Holdings, Inc
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Rafael, CA 94901
Party NameEqis Holdings, Inc
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Rafael, CA 94901
Party NameEqis Holdings, Inc
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Rafael, CA 94901

Trademark Events

Event DateEvent Description
Wednesday, April 3, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, March 27, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, February 14, 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, February 14, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, February 14, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, February 14, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, February 14, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, February 14, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, May 2, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, May 2, 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, May 2, 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, April 27, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, April 27, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, December 30, 2021TEAS SECTION 8 & 9 RECEIVED
Sunday, January 10, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, September 11, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, September 9, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, September 9, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 5, 2017NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, September 5, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, August 21, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, July 6, 2017TEAS SECTION 8 RECEIVED
Thursday, July 6, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, January 10, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, January 10, 2012REGISTERED-PRINCIPAL REGISTER
Tuesday, October 25, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 25, 2011PUBLISHED FOR OPPOSITION
Tuesday, September 20, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, September 20, 2011ASSIGNED TO LIE
Monday, September 19, 2011ASSIGNED TO LIE
Friday, September 2, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, September 2, 2011EXAMINER'S AMENDMENT ENTERED
Friday, September 2, 2011NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, September 2, 2011EXAMINERS AMENDMENT E-MAILED
Friday, September 2, 2011EXAMINERS AMENDMENT -WRITTEN
Thursday, September 1, 2011ASSIGNED TO EXAMINER
Thursday, May 19, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, May 19, 2011NEW APPLICATION ENTERED

Related Keywords

eqis mutual accounts separate funds equity investments income fixed both consisting