EQUITY ADVISOR SOLUTIONS Trademark

Trademark Overview

On Thursday, February 7, 2013, a trademark application was filed for EQUITY ADVISOR SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the EQUITY ADVISOR SOLUTIONS trademark a serial number of 85843684. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, July 12, 2024. This trademark is owned by Equity Advisor Solutions, LLC. The EQUITY ADVISOR SOLUTIONS trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Providing a customizable Internet website portal in the field of investment-advisory services; providing an internet website featuring investment data for investment advisors for use in auditing

Customer relationship management; billing services in the field of investment-advisor services; invoicing services in the field of investment-advisor services

Creation, design, hosting and maintenance of websites for investment advisors; recording of data for investment advisors on optical, digital and magnetic media for electronic storage; IT integration services for investment advisors; platform as a service (PaaS) featuring computer software platforms for use by investment advisors in trading
equity advisor solutions

General Information

Serial Number85843684
Word MarkEQUITY ADVISOR SOLUTIONS
Filing DateThursday, February 7, 2013
Status800 - REGISTERED AND RENEWED
Status DateFriday, July 12, 2024
Registration Number4599629
Registration DateTuesday, September 9, 2014
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, June 24, 2014

Trademark Statements

Description of MarkThe mark consists of a design of a six-pointed star to the left of a vertical line separating the star from the stylized wording "EQUITY" which is above the stylized wording "ADVISOR SOLUTIONS".
Section 2(f) Limitation StatementAs to "EQUITY ADVISOR SOLUTIONS"
Goods and ServicesProviding a customizable Internet website portal in the field of investment-advisory services; providing an internet website featuring investment data for investment advisors for use in auditing
Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesCustomer relationship management; billing services in the field of investment-advisor services; invoicing services in the field of investment-advisor services
NOT AVAILABLE"ADVISOR"
Goods and ServicesCreation, design, hosting and maintenance of websites for investment advisors; recording of data for investment advisors on optical, digital and magnetic media for electronic storage; IT integration services for investment advisors; platform as a service (PaaS) featuring computer software platforms for use by investment advisors in trading

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 13, 2013
Primary Code035
First Use Anywhere DateFriday, November 11, 2011
First Use In Commerce DateFriday, November 11, 2011
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 13, 2013
Primary Code036
First Use Anywhere DateFriday, November 11, 2011
First Use In Commerce DateFriday, November 11, 2011
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 DateWednesday, February 13, 2013
Primary Code042
First Use Anywhere DateFriday, November 11, 2011
First Use In Commerce DateFriday, November 11, 2011

Trademark Owner History

Party NameEquity Advisor Solutions, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressGreenwood Village, CO 80111
Party NameEquity Advisor Solutions, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressDenver, CO 80290
Party NameEquity Advisor Solutions, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDenver, CO 80290

Trademark Events

Event DateEvent Description
Wednesday, February 13, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, February 11, 2013NEW APPLICATION ENTERED
Tuesday, May 21, 2013ASSIGNED TO EXAMINER
Friday, August 30, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, August 30, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Sunday, September 22, 2013FINAL REFUSAL WRITTEN
Sunday, September 22, 2013FINAL REFUSAL E-MAILED
Sunday, September 22, 2013NOTIFICATION OF FINAL REFUSAL EMAILED
Sunday, September 22, 2013FINAL REFUSAL WRITTEN
Thursday, February 14, 2013NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, June 5, 2013NON-FINAL ACTION WRITTEN
Wednesday, June 5, 2013NON-FINAL ACTION E-MAILED
Wednesday, June 5, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, August 30, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sunday, September 22, 2013FINAL REFUSAL E-MAILED
Sunday, September 22, 2013NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, September 24, 2013TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, September 24, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 25, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 17, 2013SUSPENSION LETTER WRITTEN
Thursday, October 17, 2013LETTER OF SUSPENSION E-MAILED
Thursday, October 17, 2013NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Thursday, October 24, 2013TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Thursday, October 24, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, October 24, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, November 18, 2013LETTER OF SUSPENSION E-MAILED
Monday, November 18, 2013NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Thursday, January 16, 2014TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Thursday, January 16, 2014TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Thursday, January 16, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 16, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, January 16, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, February 8, 2014NON-FINAL ACTION WRITTEN
Saturday, February 8, 2014NON-FINAL ACTION E-MAILED
Saturday, February 8, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, February 27, 2014EXAMINERS AMENDMENT -WRITTEN
Thursday, February 27, 2014EXAMINERS AMENDMENT E-MAILED
Thursday, February 27, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, February 27, 2014EXAMINER'S AMENDMENT ENTERED
Thursday, February 27, 2014EXAMINERS AMENDMENT -WRITTEN
Thursday, February 27, 2014EXAMINERS AMENDMENT E-MAILED
Thursday, February 27, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, February 27, 2014EXAMINER'S AMENDMENT ENTERED
Friday, March 14, 2014ASSIGNED TO LIE
Wednesday, May 21, 2014EXAMINERS AMENDMENT E-MAILED
Monday, November 18, 2013SUSPENSION LETTER WRITTEN
Thursday, January 16, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 27, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, March 17, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, March 29, 2014WITHDRAWN FROM PUB - OG REVIEW QUERY
Tuesday, May 20, 2014PREVIOUS ALLOWANCE COUNT WITHDRAWN
Wednesday, May 21, 2014EXAMINERS AMENDMENT -WRITTEN
Wednesday, May 21, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, May 21, 2014EXAMINER'S AMENDMENT ENTERED
Wednesday, May 21, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, May 22, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, June 24, 2014PUBLISHED FOR OPPOSITION
Tuesday, June 24, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 9, 2014REGISTERED-PRINCIPAL REGISTER
Tuesday, September 10, 2019TEAS SECTION 8 & 15 RECEIVED
Wednesday, June 4, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, September 9, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, April 15, 2024TEAS SECTION 8 & 9 RECEIVED
Friday, July 12, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, July 12, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, July 12, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, October 22, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, October 25, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, October 25, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, September 9, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, July 12, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Related Keywords

solutions advisor equity investment services advisors field providing website data featuring internet