Serial Number 99129255
681

Registration Progress

Application Filed
Apr 9, 2025
Under Examination
Approved for Publication
Published for Opposition
Aug 5, 2025
Registered

Trademark Image

Basic Information

Serial Number
99129255
Filing Date
April 9, 2025
Published for Opposition
August 5, 2025
Drawing Code
2

Status Summary

Current Status
Active
Status Code
681
Status Date
Jul 16, 2025
Application
Pending
Classes
009 036 042

Rights Holder

Equity Trust Company

03
Address
1 Equity Way
Westlake, OH 44145

Ownership History

Equity Trust Company

Original Applicant
03
Westlake, OH

Legal Representation

Attorney
Michael A. Marrero

Application History

6 events
Date Code Type Description Documents
Jun 30, 2025 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Jun 26, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Jun 22, 2025 MDSC E NOTICE OF DESIGN SEARCH CODE E-MAILED Loading...
Jun 22, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Apr 9, 2025 MAFR O APPLICATION FILING RECEIPT MAILED Loading...
Apr 9, 2025 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 009
Downloadable documents in the field of business formation, organization, and incorporation provided via a website; Magnetically encoded debit cards; Magnetically encoded stored value cards
First Use Anywhere: Apr 20, 2022
First Use in Commerce: Apr 20, 2022
Class 036
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
First Use Anywhere: Jun 25, 2012
First Use in Commerce: Jun 25, 2012
Class 042
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
First Use Anywhere: Jun 25, 2012
First Use in Commerce: Jun 25, 2012

Additional Information

Design Mark
The mark consists of a pinwheel in reverse motion.

Classification

International Classes
009 036 042