EQUITY360 - Trademark Details
Status: 700 - Registered
Serial Number
88357685
Registration Number
6511894
Word Mark
EQUITY360
Status
700 - Registered
Status Date
2021-10-05
Filing Date
2019-03-26
Registration Number
6511894
Registration Date
2021-10-05
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2019-11-12
Attorney Name
Law Office Assigned Location Code
O10
Employee Name
CASSIDY, COLLEEN MULCR
Statements
Goods and Services
Downloadable software for individuals to manage stock options, retirement plans, and investment portfolios; downloadable software for financial service providers to manage stock options, retirement plans, and investment portfolios; downloadable software to view financial information, investment strategy, and investment allocation; downloadable software in the nature of a mobile application for individuals to manage stock options, retirement plans, and investment portfolios; downloadable software in the nature of a mobile application for financial service providers to manage stock options, retirement plans, and investment portfolios; downloadable software in the nature of a mobile application to view financial information, investment strategy, and investment allocation
Goods and Services
Business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing business information to financial service providers via the Internet
Goods and Services
Financial and business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing technical support services, namely, technical advice for the financial and business administration and management of stock option plans, employer stock purchase plans, and directed share programs for others; financial services, namely, providing stock plan services and equity stock plan services in the nature of stock option plans, retirement plans, and employee stock purchase plans; investment management services; financial investment services in the fields of stocks, securities, mutual funds, commodities, and corporate, municipal, and treasury bonds; providing an online computer database in the fields of finance, investing, financial portfolio management, financial planning, financial decision making, investment research, monitoring performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, and financial alternative plans; securities brokerage services provided to holders of stock options; mutual fund investment services; providing financial information by electronic means; providing personalized investment information and investment account management, all by means of the internet; providing information about investment accounts and information about mutual fund performance; retirement fund investment services; financial administration of retirement plans and employee benefit plans concerning retirement, finance, and insurance
Goods and Services
Educational services, namely, providing non-downloadable webinars and webcasts in the fields of investment, finance, financial planning, stock plans, equity compensation, retirement planning, asset allocation, investment strategy, and investment portfolio management; providing on-line non-downloadable publications in the nature of newsletters and reports in the fields of stock options, equity compensation, investing and investment products, namely, financial securities and stocks
Goods and Services
Providing on-line non-downloadable software for use in managing and viewing financial information relating to stock options, retirement plans, investment portfolios, investment strategy and investment allocation, equity compensation, and financial alternative plans; providing temporary use of online, non-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing online, non-downloadable interactive software for creating managed personal investment accounts; providing online non-downloadable interactive financial planning software; providing on-line non-downloadable software for use in managing investment and trading, namely, electronic trading software, investment portfolio management software, and financial analytical software
Pseudo Mark
EQUITY THREE SIX ZERO; EQUITY THREE HUNDRED AND SIXTY
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2019-04-12
Primary Code
035
First Use Anywhere Date
2020-09-10
First Use In Commerce Date
2020-09-10
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2019-04-12
Primary Code
036
First Use Anywhere Date
2020-09-10
First Use In Commerce Date
2020-09-10
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2019-04-12
Primary Code
041
First Use Anywhere Date
2019-09-19
First Use In Commerce Date
2019-09-19
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2019-04-12
Primary Code
042
First Use Anywhere Date
2020-09-10
First Use In Commerce Date
2020-09-10
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Ann K. Ford
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2019-03-29 | NEW APPLICATION ENTERED IN TRAM |
| 2019-04-12 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2019-05-24 | ASSIGNED TO EXAMINER |
| 2019-06-10 | NON-FINAL ACTION WRITTEN |
| 2019-06-10 | NON-FINAL ACTION E-MAILED |
| 2019-06-10 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2019-09-23 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2019-09-23 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2019-09-23 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2019-10-02 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2019-10-07 | ASSIGNED TO LIE |
| 2019-10-23 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2019-11-12 | PUBLISHED FOR OPPOSITION |
| 2019-11-12 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2020-01-07 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2020-04-22 | ASSIGNED TO EXAMINER |
| 2020-07-07 | TEAS EXTENSION RECEIVED |
| 2020-07-07 | EXTENSION 1 FILED |
| 2020-07-07 | EXTENSION 1 GRANTED |
| 2020-07-09 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 2020-12-30 | TEAS EXTENSION RECEIVED |
| 2020-12-30 | EXTENSION 2 FILED |
| 2020-12-30 | EXTENSION 2 GRANTED |
| 2021-01-01 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 2021-07-07 | TEAS STATEMENT OF USE RECEIVED |
| 2021-07-19 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2021-07-07 | USE AMENDMENT FILED |
| 2021-08-07 | STATEMENT OF USE PROCESSING COMPLETE |
| 2021-08-27 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2021-08-28 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2021-10-05 | REGISTERED-PRINCIPAL REGISTER |
