THE AGENT'S COMPANY
Live / Registered — Registered (as of 06 Oct 2026)
What this means for you
Registered since 06 Oct 2026. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 06 Oct 2032: the §8 declaration of use).
Record
- Serial number
- 98655199
- Registration number
- 8481609
- Mark type
- Word mark
- Filed
- 18 Jul 2024
- Published for opposition
- 18 Aug 2026
- Registered
- 06 Oct 2026
- Next maintenance filing
- §8 declaration of use, due by 06 Oct 2032 (grace period to 06 Apr 2033)
- Attorney of record
- William Zac Duffy
Goods and services
- Class 035 — Advertising and business services: Independent marketing organization services and insurance marketing organization services, namely, providing business marketing 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 consultation services and business management consulting services, marketing consulting 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, business sales and marketing advisory and consultancy services; 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; Advertising services; Business administration services
- Class 041 — Education and entertainment 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 field of sales and business operations; Training services in the field of marketing consultation on how to market to client through direct mail lead and warm market marketing programs; Training services in the field of insurance on how to structure and operate a successful insurance agency; Arranging and conducting of business conferences in the field of insurance
Owner
- Equis Financial LLC, Asheville, NC, US
- Equis Financial LLC, Asheville, NC, US
- Equis Financial LLC, Asheville, NC, US
Prior registrations
Board proceedings on this mark
- Ex Parte Appeal No. 98655199 — Equis Financial LLC, filed 20 Mar 2026 (Terminated)
Prosecution history
- 06 Oct 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 06 Oct 2026 — REGISTERED-PRINCIPAL REGISTER
- 18 Aug 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 18 Aug 2026 — PUBLISHED FOR OPPOSITION
- 12 Aug 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 21 Jul 2026 — EXPARTE APPEAL TERMINATED
- 21 Jul 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 20 Jul 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 20 Jul 2026 — EXAMINER'S AMENDMENT ENTERED
- 20 Jul 2026 — EXAMINERS AMENDMENT E-MAILED
- 20 Jul 2026 — EXAMINERS AMENDMENT -WRITTEN
- 08 Jul 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 08 Jul 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 08 Jul 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 07 Jul 2026 — ASSIGNED TO LIE