EQUITYTREE

Live / Applied — Non-final action mailed (as of 03 Dec 2025)

What this means for you

Not registered yet, but its 24 Jun 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99250519
Mark type
Stylized text
Filed
24 Jun 2025
Attorney of record
Daniel Cohn

Goods and services

  • Class 036 — Insurance and financial services: 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
  • Class 041 — Education and entertainment 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

Owner

Prosecution history

  • 02 Mar 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 02 Mar 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 03 Dec 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 03 Dec 2025 — NON-FINAL ACTION E-MAILED
  • 03 Dec 2025 — NON-FINAL ACTION WRITTEN
  • 21 Nov 2025 — EXAMINER'S AMENDMENT ENTERED
  • 21 Nov 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 21 Nov 2025 — EXAMINERS AMENDMENT E-MAILED
  • 21 Nov 2025 — EXAMINERS AMENDMENT -WRITTEN
  • 13 Nov 2025 — ASSIGNED TO EXAMINER
  • 31 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 24 Jun 2025 — APPLICATION FILING RECEIPT MAILED
  • 24 Jun 2025 — NEW APPLICATION ENTERED

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