EQUITY INSTITUTIONAL SERVICES Trademark

Trademark Overview

On Thursday, March 7, 2024, a trademark application was filed for EQUITY INSTITUTIONAL SERVICES with the United States Patent and Trademark Office. The USPTO has given the EQUITY INSTITUTIONAL SERVICES trademark a serial number of 98439587. The federal status of this trademark filing is REGISTERED as of Tuesday, July 29, 2025. This trademark is owned by Equity Trust Company. The EQUITY INSTITUTIONAL SERVICES trademark is filed in the Insurance & Financial Services category with the following description:

Financial administration of retirement plans; financial administration of retirement plans for asset sponsors, private-fund managers, registered investment advisors, and broker-dealers
equity institutional services

General Information

Serial Number98439587
Word MarkEQUITY INSTITUTIONAL SERVICES
Filing DateThursday, March 7, 2024
Status700 - REGISTERED
Status DateTuesday, July 29, 2025
Registration Number7875806
Registration DateTuesday, July 29, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial administration of retirement plans; financial administration of retirement plans for asset sponsors, private-fund managers, registered investment advisors, and broker-dealers
NOT AVAILABLE"INSTITUTIONAL SERVICES"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 7, 2024
Primary Code036
First Use Anywhere DateMonday, January 1, 2024
First Use In Commerce DateMonday, January 1, 2024

Trademark Owner History

Party NameEquity Trust Company
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWestlake, OH 44145
Party NameEquity Trust Company
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWestlake, OH 44145

Trademark Events

Event DateEvent Description
Friday, March 8, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, March 8, 2024NEW APPLICATION ENTERED
Wednesday, August 7, 2024ASSIGNED TO EXAMINER
Tuesday, August 13, 2024NON-FINAL ACTION E-MAILED
Wednesday, August 14, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, August 13, 2024NON-FINAL ACTION WRITTEN
Tuesday, August 13, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, October 4, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, October 4, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, November 13, 2024NON-FINAL ACTION WRITTEN
Wednesday, November 13, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, November 13, 2024NON-FINAL ACTION E-MAILED
Wednesday, February 12, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Wednesday, August 14, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, August 14, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, October 4, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 12, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Tuesday, May 13, 2025TEAS AMENDMENT OF USE RECEIVED
Tuesday, May 13, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, May 14, 2025USE AMENDMENT FILED
Friday, June 20, 2025USE AMENDMENT ACCEPTED
Friday, June 20, 2025APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, July 29, 2025REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, July 29, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED
Wednesday, May 14, 2025AMENDMENT TO USE PROCESSING COMPLETE

Related Keywords

services institutional equity plans financial retirement administration advisors investment dealers registered broker private