REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05/30/2026
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Official data from USPTO
INVEST IN YOUR PURPOSE
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
INVEST IN YOUR PURPOSE
ST13
US500000087211136Class
36, 41
Filing
87211136
Registration
5213638
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
14
Latest update
05/31/2026
Trademark type
Word
Nice classes
36, 41
Filing date
10/21/2016
Registration date
05/30/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/29/2023
Last transaction
05/31/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
03/31/2015
First use in commerce
03/31/2015
Drawing code
4
Owner type
16
Owner location
Huntsville, AL, US
Examiner
MCMORROW, JANICE LEE
Law office
M60
Current location
TMO LAW OFFICE 115
Holders and representatives
Holders
Keel Point Partners, LLC
Representatives
Frank M. Caprio BRADLEY ARANT BOULT CUMMINGS LLP
Technical classification
Nice Classes
Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Estate planning; financial planning; wealth managementfinancial management; investment management services; family financial servicesfinancial planning for families; trust administration which is financial in nature; tax payment processing services; advisory services in the field of administration of employee benefit plans concerning group healthcare insurance plans and business insurance offered to employees in addition to standard benefits such as medicaldentalvisionaccidentlife insuranceshort term disabilitylong term disabilitycancer insuranceaccidental death and dismemberment; advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medicaldentalvisionaccidentlife insuranceshort term disabilitylong term disabilitycancer insuranceaccidental death and dismemberment; brokering of insurance; Brokerage services in the fields of financial securitiesstocksbondsmoney market fundsmutual fundscommoditiesfuturesstock optionsindexes of financial securities; investment services in the fields of financial securitiesstocksbondsmoney market fundsmutual fundscommoditiesfuturesstock optionsindexes of financial securities; investment advice and management in the fields of financial securitiesstocksbondsmoney market fundsmutual fundscommoditiesfuturesstock optionsindexes of financial securities; check processing and bill payment services; financial information provided by electronic means; administration of employee pension plans; financial planning; cash management account services; providing financial portfolio management services; providing an interactive online computer database in the field of financial portfolio managementfinancial decision makinginvestment researchmonitoring investment value and performance of investmentsanalyzing investment performanceevaluating asset allocationrisk tolerancefinancial alternative plansinvestment time frames; providing information by phone and by online means in the field of investment account information and financial research; providing an online computer database in the fields of investingfinancefinancial planningfinancial newsfinancial informationanalysis in the fields of investingfinancefinancial planning; advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medicaldentalvisionaccidentlife insuranceshort term disabilitylong term disabilitycancer insuranceaccidental death and dismemberment; brokering of insurance; financial servicesinvestment counseling and portfolio management; financial and investment servicesinvestment advisoryconsultationmanagement services; financial planning services; wealth management; fund managementmanagement of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classesincluding fixed-income productsequitiesalternative investmentscommodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of otherscapital investment servicesfinancial transaction services; trust and estate planning and management services; brokerage servicesacting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans
Class 41
Educational servicesconducting coursesclassesseminars and workshops relating to financial investing in stocksbonds and mutual fundsconducting classes in family financial and family legacy planning; personal coaching services in the field of arranging family financial and family legacy planning and mentoring in the field of family financial and family legacy planning
Publications
History of USPTO decisions and trademark events.
14 publications found
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
08/29/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
08/29/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/29/2023
E815
TEAS SECTION 8 & 15 RECEIVED
02/28/2023
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/30/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
05/30/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/14/2017
PUBO
PUBLISHED FOR OPPOSITION
03/14/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/22/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/02/2017
DOCK
ASSIGNED TO EXAMINER
01/31/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/26/2016
NWAP
NEW APPLICATION ENTERED
10/25/2016
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