Serial Number
87310769
Owner
Equis Financial Inc.Attorney
William Zac DuffyFirst Use Date
Oct 1, 2015
Filing Date
Jan 23, 2017
EQUIS FINANCIAL Trademark
Serial Number: 87310769 • Registration: 6358660
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 39 - Transportation & Storage
Transport; packaging and storage of goods; travel arrangement
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
William Zac Duffy Munsch Hardt Kopf & Harr, PC
500 N. Akard Street, Suite 4000
Dallas, TX 75201
United States
Trademark Details
Filing Date
January 23, 2017
Registration Date
May 25, 2021
First Use Anywhere
October 1, 2015
First Use in Commerce
October 1, 2015
Published for Opposition
March 9, 2021
Goods & 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
delivery of insurance carrier contract documents to insurance carriers
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
insurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness insurance
