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Official data from USPTO

KESTRA FINANCIAL

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

KESTRA FINANCIAL

ST13

US500000086983033

Class

35, 36, 41, 42

Filing

86983033

Registration

5635425

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

58

Latest update

09/07/2024

Trademark type

Word

Nice classes

35, 36, 41, 42

Filing date

02/19/2016

Registration date

12/25/2018

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

09/07/2024

Last transaction

09/07/2024

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

2016-05-00

First use in commerce

2016-05-00

Drawing code

4

Owner type

03

Owner location

AUSTIN, TX, US

Examiner

KEELEY, ALISON

Current location

Historical data usage

Holders and representatives

Holders

KESTRA FINANCIAL, INC.
NFP Advisor Services, LLC

Representatives

Jeffrey P. Dunning GREENBERG TRAURIG LLP

Technical classification

Nice Classes

Class 35Class 36Class 41Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Business marketing and business consulting services in the fields of wealth managementinsurance brokeragefinancial investmentsmanaged accountsmutual fundssecuritiesannuitieshedge fundsoptionsretirement plansinvestment advicefinancial planning; marketing advisory services in the fields of wealth managementinsurance brokeragefinancial investmentsmanaged accountsmutual fundssecuritiesannuitieshedge fundsoptionsretirement plansinvestment advicefinancial planning; consulting services in the field of practice management for financial advisors; providing business planning and marketing solutions for financial advisors; Providing marketing information in the nature of marketing materials in the fields of wealth managementinsurance brokeragefinancial investmentsmanaged accountsmutual fundssecuritiesannuitieshedge fundsoptionsretirement plansinvestment advicefinancial planning via a website

Class 36

Financial due diligence services in the fields of wealth managementinsurance brokeragefinancial investmentsmanaged accountsmutual fundssecuritiesannuitieshedge fundsoptionsretirement plansinvestment advicefinancial planning; stock brokerage services; mutual fund brokerage; financial investment brokerage; estate planning; financial asset management and allocation in the nature of financial portfolio management; hedge fund investment services; investment management

Class 41

Business education and training servicesproviding conferencesseminarsonline interactive training sessionsnon-downloadable webinarsonline non-downloadable videos in the fields of wealth managementinsurance brokeragefinancial investmentsmanaged accountsmutual fundssecuritiesannuitieshedge fundsoptionsretirement plansinvestment advicefinancial planning; interactive online training services in the fields of wealth managementinsurance brokeragefinancial investmentsmanaged accountsmutual fundssecuritiesannuitieshedge fundsoptionsretirement plansinvestment advicefinancial planning; providing training for financial advisors in the fields of business managementbusiness operationssales and marketing; providing onlinenon-downloadable videos featuring educational and training content in the fields of wealth managementinsurance brokeragefinancial investmentsmanaged accountsmutual fundssecuritiesannuitieshedge fundsoptionsretirement plansinvestment advicefinancial planning

Class 42

Providing a website featuring technology which provides users with the ability to enteraccesssynthesize information and generate customized reports regarding wealth managementinsurance brokeragefinancial investmentsmanaged accountsmutual fundssecuritiesannuitieshedge fundsoptionsretirement plansinvestment advicefinancial planning; providing an interactive website featuring technology that allows users to access and synthesize information and generate reports for use in providing investment advicefinancial advisory and retirement planning services; providing information and computer technology consulting in the fields of wealth managementinsurance brokeragefinancial investmentsmanaged accountsmutual fundssecuritiesannuitieshedge fundsoptionsretirement plansinvestment advicefinancial planning

Publications

History of USPTO decisions and trademark events.

58 publications found

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

09/07/2024

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

09/07/2024

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

09/06/2024

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

04/10/2024

E815

TEAS SECTION 8 & 15 RECEIVED

02/21/2024

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

12/25/2023

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

06/23/2022

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

01/26/2022

R.PR

REGISTERED-PRINCIPAL REGISTER

12/25/2018

ETOP

EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED

11/18/2018

ETOF

EXTENSION OF TIME TO OPPOSE RECEIVED

08/09/2018

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

07/10/2018

PUBO

PUBLISHED FOR OPPOSITION

07/10/2018

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

06/20/2018

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

06/01/2018

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

05/31/2018

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

05/30/2018

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

05/30/2018

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

05/30/2018

GPRN

NOTIFICATION OF PRIORITY ACTION E-MAILED

05/21/2018

GPRA

PRIORITY ACTION E-MAILED

05/21/2018

CPRA

PRIORITY ACTION WRITTEN

05/21/2018

DOCK

ASSIGNED TO EXAMINER

04/30/2018

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

04/04/2018

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/12/2018

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/12/2018

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

03/06/2018

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

09/06/2017

GNRT

NON-FINAL ACTION E-MAILED

09/06/2017

CNRT

NON-FINAL ACTION WRITTEN

09/06/2017

DPCC

DIVISIONAL PROCESSING COMPLETE

09/05/2017

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

08/25/2017

EXPI

EX PARTE APPEAL-INSTITUTED

08/09/2017

JURT

JURISDICTION RESTORED TO EXAMINING ATTORNEY

08/09/2017

EXAF

EXPARTE APPEAL RECEIVED AT TTAB

08/09/2017

DRRR

DIVISIONAL REQUEST RECEIVED

08/08/2017

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

08/08/2017

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

08/08/2017

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

08/08/2017

ERTD

TEAS REQUEST TO DIVIDE RECEIVED

08/08/2017

AAUA

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

07/06/2017

IUAA

USE AMENDMENT ACCEPTED

07/05/2017

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

06/14/2017

IUAF

USE AMENDMENT FILED

06/14/2017

EAAU

TEAS AMENDMENT OF USE RECEIVED

06/13/2017

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

02/09/2017

GNFR

FINAL REFUSAL E-MAILED

02/09/2017

CNFR

FINAL REFUSAL WRITTEN

02/09/2017

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

01/18/2017

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

01/18/2017

ALIE

ASSIGNED TO LIE

01/12/2017

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

12/12/2016

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

06/10/2016

GNRT

NON-FINAL ACTION E-MAILED

06/10/2016

CNRT

NON-FINAL ACTION WRITTEN

06/10/2016

DOCK

ASSIGNED TO EXAMINER

06/06/2016

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

02/25/2016

NWAP

NEW APPLICATION ENTERED

02/23/2016

Continuous trademark protection

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