REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
30/05/2026
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Active USPTO registrationTipo: VerbalEscritório: Estados Unidos
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INVEST IN YOUR PURPOSE
ST13
US500000087211136Classe
36, 41
Pedido
87211136
Registro
5213638
Diagnóstico de risco e oportunidade
Leitura executiva para decisão de naming, protocolo e monitoramento.
Situação USPTO
Active USPTO registration
Tipo de processo
Pedido e registro
Eventos registrados
14
Atualização mais recente
31/05/2026
Tipo de marca
Verbal
Classes Nice
36, 41
Data de depósito
21/10/2016
Data de registro
30/05/2017
Data de expiração
-
Dados completos do processo
Campos estruturados da autoridade responsável e do histórico oficial.
Data da situação
29/08/2023
Última transação
31/05/2026
Escritório responsável
United States Patent and Trademark Office
Código da situação
702
Cadastro oficial
Principal Register
Primeiro uso
31/03/2015
Primeiro uso no comércio
31/03/2015
Código do desenho
4
Tipo de titular
16
Localização do titular
Huntsville, AL, US
Examinador
MCMORROW, JANICE LEE
Unidade examinadora
M60
Localização atual
TMO LAW OFFICE 115
Titulares e representantes
Titulares
Keel Point Partners, LLC
Representantes
Frank M. Caprio BRADLEY ARANT BOULT CUMMINGS LLP
Classificação técnica
Classes Nice
Classe 36Classe 41
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 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
Classe 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
Publicações
Histórico de despachos e eventos da marca no USPTO.
14 publicações encontradas
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
29/08/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
29/08/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
29/08/2023
E815
TEAS SECTION 8 & 15 RECEIVED
28/02/2023
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
30/05/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
30/05/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
14/03/2017
PUBO
PUBLISHED FOR OPPOSITION
14/03/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
22/02/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/02/2017
DOCK
ASSIGNED TO EXAMINER
31/01/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
26/10/2016
NWAP
NEW APPLICATION ENTERED
25/10/2016
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