Trademark Overview
On Tuesday, June 24, 2025, a trademark application was filed for EQUITYTREE with the United States Patent and Trademark Office. The USPTO has given the EQUITYTREE trademark a serial number of 99250519. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Friday, July 17, 2026. This trademark is owned by EquityTree Holdings, LLC. The EQUITYTREE trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Financial planning services; Investment and financial asset management, namely, 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
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
