| Serial Number | 87310769 |
| Word Mark | EQUIS FINANCIAL |
| Filing Date | Monday, January 23, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 25, 2021 |
| Registration Number | 6358660 |
| Registration Date | Tuesday, May 25, 2021 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 9, 2021 |
| Goods and Services | 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; training services in the fields of sales, business operations, and marketing to clients through direct mail lead and warm market marketing programs; training services for independent insurance producers and agents engaged in direct sales of insurance products in the field of how to structure and operate a successful insurance agency |
| Description of Mark | The mark consists of the words "EQUIS FINANCIAL" in a black stylized font to the right of an incomplete blue square box having rounded corners inside of which is an abstract arrow-like design shaded from gray to black that is intended to be suggestive of two roads converging to head in the same direction. The color white represents background and is not claimed as a feature of the mark. |
| Goods and Services | delivery of insurance carrier contract documents to insurance carriers |
| Goods and Services | insurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness insurance |
| Indication of Colors claimed | The color(s) blue, black and gray is/are claimed as a feature of the mark. |
| Goods and Services | independent marketing organization services and insurance marketing organization services, namely, providing business marketing and business technology support 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,administrative processing and filing of insurance carrier contracting paperwork, filing insurance carrier contract documents on behalf of insurance carriers, providing business information to insurance carriers in regard to 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; arranging and conducting business conferences |
| NOT AVAILABLE | "FINANCIAL" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, February 2, 2017 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, October 1, 2015 |
| First Use In Commerce Date | Thursday, October 1, 2015 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, February 2, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 1, 2015 |
| First Use In Commerce Date | Thursday, October 1, 2015 |
| International Class | 039 - Transport; packaging and storage of goods; travel arrangement. |
| US Class Codes | 100, 105 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 1, 0001 |
| Primary Code | 039 |
| First Use Anywhere Date | Thursday, October 1, 2015 |
| First Use In Commerce Date | Thursday, October 1, 2015 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, February 2, 2017 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, October 1, 2015 |
| First Use In Commerce Date | Thursday, October 1, 2015 |
| Party Name | EQUIS FINANCIAL LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | ASHEVILLE, NC 28805 |
| Party Name | EQUIS FINANCIAL LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | ASHEVILLE, NC 28805 |
| Party Name | EQUIS FINANCIAL LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | ASHEVILLE, NC 28805 |
| Party Name | Equis Financial Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Asheville, NC 28805 |
| Event Date | Event Description |
| Thursday, February 2, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, January 26, 2017 | NEW APPLICATION ENTERED |
| Friday, January 27, 2017 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Friday, January 27, 2017 | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED |
| Friday, February 3, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, April 18, 2017 | ASSIGNED TO EXAMINER |
| Wednesday, April 19, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, April 19, 2017 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 19, 2017 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 10, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, May 10, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 11, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, May 12, 2017 | SUSPENSION LETTER WRITTEN |
| Tuesday, May 21, 2019 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Friday, May 12, 2017 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Friday, May 12, 2017 | LETTER OF SUSPENSION E-MAILED |
| Tuesday, November 14, 2017 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Monday, May 21, 2018 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Wednesday, November 21, 2018 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Friday, November 22, 2019 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Tuesday, May 26, 2020 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Wednesday, June 10, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, June 15, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, June 15, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, June 15, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, June 15, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, June 15, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Sunday, June 28, 2020 | ASSIGNED TO LIE |
| Wednesday, June 17, 2020 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Friday, July 10, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, July 1, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, July 1, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 1, 2020 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Monday, July 6, 2020 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Monday, July 6, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, July 10, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, July 10, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, July 10, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, July 10, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, July 21, 2020 | FINAL REFUSAL WRITTEN |
| Tuesday, July 21, 2020 | FINAL REFUSAL E-MAILED |
| Tuesday, July 21, 2020 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, January 20, 2021 | EXPARTE APPEAL RECEIVED AT TTAB |
| Wednesday, January 20, 2021 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Wednesday, January 20, 2021 | EX PARTE APPEAL-INSTITUTED |
| Wednesday, January 20, 2021 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Friday, January 29, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, January 29, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 29, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, February 17, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 9, 2021 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 9, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 25, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 5, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, October 5, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, October 5, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, October 5, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, October 5, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, May 19, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, May 19, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, May 19, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |