| Serial Number | 90804038 |
| Word Mark | EQUITYTREE |
| Filing Date | Wednesday, June 30, 2021 |
| Status | 733 - FOURTH EXTENSION - GRANTED |
| Status Date | Thursday, June 27, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 3, 2022 |
| Goods and Services | Providing on-line non-downloadable publications in the nature of brochures, booklets, magazines, and newsletters in the field of financial, estate, insurance, investment, asset management, retirement planning and tax planning services; Educational services, namely, conducting classes and seminars and public speaking conference sessions in relation to financial, estate, insurance, investment, asset management, retirement planning and tax planning services |
| Goods and Services | Downloadable electronic publications in the nature of brochures, booklets, magazines, and newsletters in the field of financial, estate, insurance, investment, asset management, retirement planning and tax planning services |
| Pseudo Mark | EQUITY TREE |
| Goods and Services | Financial planning services; Investment and financial asset management, and management being tracking and analysis; Financial portfolio management; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment services; Investment advisory services; Investment consultation services for institution and individual investors; Insurance consultation; Insurance brokerage; Estate Planning; Financial retirement plan consulting services; Estate trust management; Financial analysis and consultation; Financial valuations; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment brokerage services, namely, offering exchange traded fund products |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, September 12, 2021 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Sunday, September 12, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Sunday, September 12, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | EquityTree Holdings, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Venice, FL 34285 |
| Party Name | EquityTree Holdings, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Venice, FL 34285 |
| Event Date | Event Description |
| Thursday, March 24, 2022 | NON-FINAL ACTION E-MAILED |
| Saturday, July 3, 2021 | NEW APPLICATION ENTERED |
| Sunday, September 12, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 21, 2022 | ASSIGNED TO EXAMINER |
| Thursday, March 24, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, March 24, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 29, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, March 29, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 29, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 29, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, March 29, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 13, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 3, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 3, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 28, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, December 22, 2022 | SOU TEAS EXTENSION RECEIVED |
| Thursday, December 22, 2022 | SOU EXTENSION 1 FILED |
| Thursday, December 22, 2022 | SOU EXTENSION 1 GRANTED |
| Saturday, December 24, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, June 22, 2023 | SOU TEAS EXTENSION RECEIVED |
| Thursday, June 22, 2023 | SOU EXTENSION 2 FILED |
| Thursday, June 22, 2023 | SOU EXTENSION 2 GRANTED |
| Saturday, June 24, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, December 22, 2023 | SOU TEAS EXTENSION RECEIVED |
| Friday, December 22, 2023 | SOU EXTENSION 3 FILED |
| Friday, December 22, 2023 | SOU EXTENSION 3 GRANTED |
| Thursday, June 27, 2024 | SOU TEAS EXTENSION RECEIVED |
| Thursday, June 27, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, June 27, 2024 | SOU EXTENSION 4 GRANTED |
| Thursday, June 27, 2024 | SOU EXTENSION 4 FILED |
| Tuesday, December 26, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |