Serial 99129255
Live / Registered — Registered (as of 23 Sept 2025)
What this means for you
Registered since 23 Sept 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99129255
- Registration number
- 7960804
- Mark type
- Design / logo
- Filed
- 09 Apr 2025
- Published for opposition
- 05 Aug 2025
- Registered
- 23 Sept 2025
- Attorney of record
- Michael A. Marrero
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable documents in the field of business formation, organization, and incorporation provided via a website; Magnetically encoded debit cards; Magnetically encoded stored value cards
- Class 036 — Insurance and financial services: Financial administration of retirement plans; Financial administration of retirement plans for individual investors, asset sponsors, private-fund managers, registered investment advisors, and broker-dealers; Financial administration of self-directed investment retirement accounts for illiquid alternative investments and cryptocurrency; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, wealth management services for individual investors; Financial advisory and consultancy services, namely, serving as a qualified intermediary for tax-deferred exchanges for real estate; Financial advisory and consultancy services, namely, providing intermediary services for 1031 exchanges; Individual retirement account services; Financial consultation; Financial consultation in the field of cryptocurrency; Financial consultation in the field of Internal Revenue Code section 1031 and tax-deferred property-exchange transactions; Financial consultation in the field of in the field of Internal Revenue Code section 1031 and tax-deferred property-exchange transactions for individual investors, title companies, and real-estate brokers; Financial consultation in the field of cryptocurrencies, Delaware statutory trusts, and precious metals; Financial management in the field of Internal Revenue Code section 1831 and tax-deferred property-exchange transactions for individual investors, title companies, and real-estate brokers; Financial management in the field of Internal Revenue Code section 1831 and tax-deferred property-exchange transactions; Providing financial consultation services to alternative-asset-distribution platform administrators and to financial intermediaries
- Class 042 — Scientific and technological services: Providing a website featuring on-line non-downloadable software that enables users to research and locate investment opportunities; Providing an interactive website featuring technology that allows users to access templates for documents in the field of business formation, organization, and incorporation; Application service provider featuring application programming interface (API) software for the management of individual retirement accounts; Maintenance of computer software used for the distribution of alternative assets
Owner
- Equity Trust Company, Westlake, OH, US
- Equity Trust Company, Westlake, OH, US
- Equity Trust Company, Westlake, OH, US
Prior registrations
Prosecution history
- 23 Sept 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 23 Sept 2025 — REGISTERED-PRINCIPAL REGISTER
- 05 Aug 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 05 Aug 2025 — PUBLISHED FOR OPPOSITION
- 30 Jul 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 30 Jun 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 26 Jun 2025 — ASSIGNED TO EXAMINER
- 22 Jun 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 22 Jun 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 09 Apr 2025 — APPLICATION FILING RECEIPT MAILED
- 09 Apr 2025 — NEW APPLICATION ENTERED