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EQUIS FINANCIAL
Live/Registered
REGISTERED

on 25 May 2021

Last Applicant/ Owned by

83 S. TUNNEL ROAD, SUITE A-9

ASHEVILLE

NC

28805

Serial Number

87310769 filed on 23rd Jan 2017

Registration Number

6358660 registered on 25th May 2021

in the Principal Register

Correspondent Address

Carla C. Calcagno

Carla C. Calcagno

2101 L Street NW, Suite 800

Washington DC 20037

Filing Basis

1. use application currently

Disclaimer

NO DATA

EQUIS FINANCIAL

insurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness insurance 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 pr Read More

Classification Information


Class [039]
Transportation & Storage Services


delivery of insurance carrier contract documents to insurance carriers


First Use Date in General

01st Oct 2015

First Use Date in Commerce

01st Oct 2015

Class [041]
Education and Entertainment 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


First Use Date in General

01st Oct 2015

First Use Date in Commerce

01st Oct 2015

Class [036]
Insurance & Financial Services


insurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness insurance


First Use Date in General

01st Oct 2015

First Use Date in Commerce

01st Oct 2015

Class [035]
Advertising, Business & Retail 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


First Use Date in General

01st Oct 2015

First Use Date in Commerce

01st Oct 2015

Mark Details


Serial Number

No 87310769

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

06.01.04 -

Mountains, mountain landscapes

06.09.06 -

Polar and snow-covered landscapes; icebergs

26.09.21 -

Squares that are completely or partially shaded

Legal History


Show more

Status DateAction Taken
05th Oct 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
05th Oct 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
05th Oct 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05th Oct 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
05th Oct 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
25th May 2021REGISTERED-PRINCIPAL REGISTER
09th Mar 2021PUBLISHED FOR OPPOSITION
09th Mar 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
17th Feb 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
29th Jan 2021APPROVED FOR PUB - PRINCIPAL REGISTER