EQUIPT Trademark

Trademark Overview


On Monday, October 2, 2017, a trademark application was filed for EQUIPT with the United States Patent and Trademark Office. The USPTO has given the EQUIPT trademark a serial number of 87630779. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Wednesday, March 12, 2025. This trademark is owned by Advisor Group, Inc.. The EQUIPT trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Providing an Internet website portal in the field of investment management services, investment advisory services, financial management services, and broker-dealer services related to securities, stocks, bonds and mutual funds; providing an Internet website portal offering information, advice, research and educational materials to financial advisors and new client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services

Providing an Internet website featuring on-line non-downloadable software providing resources, information, and tools to financial advisors and new client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services
equipt

General Information


Serial Number87630779
Word MarkEQUIPT
Filing DateMonday, October 2, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, March 12, 2025
Registration Number5710762
Registration DateTuesday, March 26, 2019
Mark Drawing5 - Drawing with word(s) / letter(s) / number(s) in Stylized form
Published for Opposition DateTuesday, May 22, 2018

Trademark Statements


Description of MarkThe mark consists of the term EQUIPT in stylized font.
Goods and ServicesProviding an Internet website portal in the field of investment management services, investment advisory services, financial management services, and broker-dealer services related to securities, stocks, bonds and mutual funds; providing an Internet website portal offering information, advice, research and educational materials to financial advisors and new client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services
Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesProviding an Internet website featuring on-line non-downloadable software providing resources, information, and tools to financial advisors and new client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, October 6, 2017
Primary Code036
First Use Anywhere DateWednesday, October 31, 2018
First Use In Commerce DateWednesday, October 31, 2018

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, October 6, 2017
Primary Code042
First Use Anywhere DateWednesday, October 31, 2018
First Use In Commerce DateWednesday, October 31, 2018

Trademark Owner History


Party NameOSAIC HOLDINGS, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressScottsdale, AZ 85255

Party NameOSAIC, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressPHOENIX, AZ 85012

Party NameAdvisor Group, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85012

Party NameAdvisor Group, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85012

Party NameAdvisor Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85012

Trademark Events


Event DateEvent Description
Thursday, October 12, 2017ASSIGNED TO EXAMINER
Thursday, October 5, 2017NEW APPLICATION ENTERED
Friday, October 6, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, October 6, 2017TEAS VOLUNTARY AMENDMENT RECEIVED
Friday, October 13, 2017NON-FINAL ACTION WRITTEN
Friday, October 13, 2017NON-FINAL ACTION E-MAILED
Friday, October 13, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, April 3, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, April 3, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, April 3, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, April 13, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 2, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 22, 2018PUBLISHED FOR OPPOSITION
Tuesday, May 22, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 17, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, January 16, 2019TEAS STATEMENT OF USE RECEIVED
Wednesday, January 16, 2019SOU TEAS EXTENSION RECEIVED
Wednesday, January 16, 2019SOU EXTENSION 1 FILED
Wednesday, January 16, 2019USE AMENDMENT FILED
Monday, January 28, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, January 28, 2019SOU EXTENSION 1 GRANTED
Monday, January 28, 2019STATEMENT OF USE PROCESSING COMPLETE
Tuesday, January 29, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, February 19, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, February 20, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, December 21, 2022ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, March 26, 2019REGISTERED-PRINCIPAL REGISTER
Wednesday, September 20, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, November 17, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, November 17, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, November 17, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, November 17, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, November 17, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 26, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 12, 2024TEAS SECTION 8 & 15 RECEIVED
Wednesday, March 12, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, March 12, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, March 12, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, May 7, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, May 7, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, May 7, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, May 7, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, May 7, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 15, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP