EQRV Trademark

Trademark Overview


On Wednesday, March 12, 2025, a trademark application was filed for EQRV with the United States Patent and Trademark Office. The USPTO has given the EQRV trademark a serial number of 99079876. The federal status of this trademark filing is REGISTERED as of Tuesday, June 16, 2026. This trademark is owned by Carlson Capital, L.P.. The EQRV trademark is filed in the Insurance & Financial Services category with the following description:

Investment advisory and management services; management and financial sponsorship of investment funds; financial asset management; financial services, namely, investment advisory services and management for alternative asset investments; hedge fund investment services; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; financial advisory services regarding the creation and management of alternative assets, namely, portfolio management and analysis, and indices related to alternative asset classes, consisting of funds of hedge funds, funds of private equity funds, hedge funds, and other investment portfolios
eqrv

General Information


Serial Number99079876
Word MarkEQRV
Filing DateWednesday, March 12, 2025
Status700 - REGISTERED
Status DateTuesday, June 16, 2026
Registration Number8307753
Registration DateTuesday, June 16, 2026
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 7, 2025

Trademark Statements


Goods and ServicesInvestment advisory and management services; management and financial sponsorship of investment funds; financial asset management; financial services, namely, investment advisory services and management for alternative asset investments; hedge fund investment services; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; financial advisory services regarding the creation and management of alternative assets, namely, portfolio management and analysis, and indices related to alternative asset classes, consisting of funds of hedge funds, funds of private equity funds, hedge funds, and other investment portfolios

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 12, 2025
Primary Code036
First Use Anywhere DateThursday, July 3, 2025
First Use In Commerce DateThursday, July 3, 2025

Trademark Owner History


Party NameCarlson Capital, L.P.
Party Type30 - Original Registrant
Legal Entity Type13 - Limited Partnership
AddressDallas, TX 75201
US

Party NameCarlson Capital, L.P.
Party Type20 - Owner at Publication
Legal Entity Type13 - Limited Partnership
AddressDallas, TX 75201
US

Party NameCarlson Capital, L.P.
Party Type10 - Original Applicant
Legal Entity Type13 - Limited Partnership
AddressDallas, TX 75201
US

Trademark Events


Event DateEvent Description
Wednesday, March 12, 2025NEW APPLICATION ENTERED
Wednesday, March 12, 2025APPLICATION FILING RECEIPT MAILED
Thursday, July 10, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, August 13, 2025ASSIGNED TO EXAMINER
Wednesday, September 3, 2025NON-FINAL ACTION WRITTEN
Wednesday, September 3, 2025NON-FINAL ACTION E-MAILED
Wednesday, September 3, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, September 4, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 4, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 5, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, September 8, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 1, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 7, 2025PUBLISHED FOR OPPOSITION
Tuesday, October 7, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 2, 2025NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Friday, December 12, 2025TEAS STATEMENT OF USE RECEIVED
Friday, December 12, 2025USE AMENDMENT FILED
Tuesday, May 5, 2026STATEMENT OF USE PROCESSING COMPLETE
Monday, May 25, 2026ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, May 25, 2026NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, June 16, 2026REGISTERED-PRINCIPAL REGISTER
Tuesday, June 16, 2026NOTICE OF REGISTRATION CONFIRMATION EMAILED