EQUIS FINANCIAL LLC logo

EQUIS FINANCIAL LLC

4 Marks
LLC
First Filed:Jan 23, 2017Latest Filed:Jul 18, 2024Address:83 S Tunnel Road, Suite A-9, Asheville, NC 28805

Portfolio Overview

Registered
2(50%)
Pending
1(25%)
Dead
1(25%)

Top Classes

Class 35
Advertising, Business Services & Retail
4(100%)
Class 36
Insurance, Financial Services & Real Estate
3(75%)
Class 41
Education and Entertainment
3(75%)

TTAB Proceedings

Total Proceedings
1
As Plaintiff
1(100%)
As Defendant
0(0%)

Top Firms

MUNSCH HARDT KOPF & HARR, P....(May 2019)
2

Trademark Portfolio

4 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
THE AGENT'S COMPANY
THE AGENT'S COMPANY
Service Mark
Word
PENDING
Owner:
Serial:98655199
Filed:Jul 18, 2024
Classes:35, 36, 41
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; insurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness 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.
AGENT HEALTH SCORE
AGENT HEALTH SCORE
Service Mark
Word
ABANDONED
Owner:
Serial:88668697
Filed:Oct 25, 2019
Classes:35
Goods & Services
"AGENT HEALTH"
THE AGENT'S COMPANY
THE AGENT'S COMPANY
Service Mark
Word
REGISTERED
Owner:
Serial:88435206
Filed:May 17, 2019
Classes:35, 36, 41
Registration:5910844
Registered:Nov 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; insurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness 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; "COMPANY"
EQUIS FINANCIAL
EQUIS FINANCIAL
Service Mark
Combined
REGISTERED
Owner:
Serial:87310769
Filed:Jan 23, 2017
Classes:35, 36, 39, +1
Registration:6358660
Registered:May 25, 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; insurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness 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,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; "FINANCIAL"

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