THE AGENT'S COMPANY
LIVE

Serial Number

88435206

Owner

Equis Financial Inc.

Attorney

William Zac Duffy

Filing Date

May 17, 2019

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THE AGENT'S COMPANY Trademark

Serial Number: 88435206 • Registration: 5910844

THE AGENT'S COMPANY is a trademark filed by Equis Financial Inc. on May 17, 2019. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Equis Financial Inc. (3 trademarks)

Suite A-9
Asheville, NC 28805

Entity Type: 03

EQUIS FINANCIAL LLC

83 S. TUNNEL ROAD, SUITE A-9
ASHEVILLE, NC 28805

Entity Type: 16

Trademark Details

Filing Date

May 17, 2019

Registration Date

November 12, 2019

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

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, processing insurance carrier contracting paperwork and submission of the paperwork to the insurance carriers, and providing proper documentation to insurance carriers in conjunction with 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; professional business, sales and marketing advisory and consultancy services, namely, sales training, business operations training, marketing consultation in the form of training on how to market to clients through direct mail lead and warm market marketing programs; 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; business development services for independent insurance producers and agents engaged in direct sales of insurance products, namely, training in how to structure and operate a successful insurance agency; advertising services; business administration services; 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

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 2, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 2, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 2, 2026 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Feb 25, 2026 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Feb 25, 2026 8.OK
POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED
Feb 25, 2026 PRAN
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 23, 2026 APRE
TEAS SECTION 8 RECEIVED
Oct 6, 2025 ES8R
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 19, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 19, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 19, 2025 REAP
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Nov 12, 2024 REM1
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Oct 5, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 5, 2021 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 5, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 5, 2021 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Oct 5, 2021 COAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jul 10, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 10, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 10, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 10, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jul 10, 2020 COAR
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 1, 2020 ASCK
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jun 10, 2020 ASGN
REGISTERED-SUPPLEMENTAL REGISTER
Nov 12, 2019 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Oct 9, 2019 PREV
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Oct 3, 2019 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 24, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 24, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 24, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 8, 2019 GNRN
NON-FINAL ACTION E-MAILED
Aug 8, 2019 GNRT
NON-FINAL ACTION WRITTEN
Aug 8, 2019 CNRT
ASSIGNED TO EXAMINER
Aug 5, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 3, 2019 NWOS
PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
May 30, 2019 AMPX
ASSIGNED TO LIE
May 30, 2019 ALIE
TEAS VOLUNTARY AMENDMENT RECEIVED
May 24, 2019 PARI
NEW APPLICATION ENTERED
May 21, 2019 NWAP