KESTRA - Trademark Details
Status: 700 - Registered
Serial Number
86913184
Registration Number
5940976
Word Mark
KESTRA
Status
700 - Registered
Status Date
2019-12-24
Filing Date
2016-02-19
Registration Number
5940976
Registration Date
2019-12-24
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2018-07-10
Attorney Name
Law Office Assigned Location Code
M40
Employee Name
KEELEY, ALISON REBECCA
Statements
Goods and Services
Business marketing and business consulting services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; marketing advisory services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial 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 management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning via a website
Goods and Services
Financial due diligence services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial 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
Goods and Services
Business education and training services, namely, providing conferences, seminars, online interactive training sessions, non-downloadable webinars, and online non-downloadable videos in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; interactive online training services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing training for financial advisors in the fields of business management, business operations, sales and marketing; providing online, non-downloadable videos featuring educational and training content in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning
Goods and Services
Providing a website featuring technology which provides users with the ability to enter, access, and synthesize information and generate customized reports regarding wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing an interactive website featuring technology that allows users to access and synthesize information and generate reports for use in providing investment advice, financial advisory and retirement planning services; providing information and computer technology consulting in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2016-02-25
Primary Code
035
First Use Anywhere Date
2016-05-00
First Use In Commerce Date
2016-05-00
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2016-02-25
Primary Code
036
First Use Anywhere Date
2016-04-00
First Use In Commerce Date
2016-04-00
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2016-02-25
Primary Code
041
First Use Anywhere Date
2016-04-00
First Use In Commerce Date
2016-04-00
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2016-02-25
Primary Code
042
First Use Anywhere Date
2016-04-00
First Use In Commerce Date
2016-04-00
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
11 - 1st New Owner Before Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
RICHARD D HARRIS
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Continuity Child | 86983057 |
Trademark Events
| Event Date | Event Description |
| 2016-02-23 | NEW APPLICATION ENTERED IN TRAM |
| 2016-02-25 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2016-06-06 | ASSIGNED TO EXAMINER |
| 2016-06-10 | NON-FINAL ACTION WRITTEN |
| 2016-06-10 | NON-FINAL ACTION E-MAILED |
| 2016-06-10 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2016-12-12 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2017-01-12 | ASSIGNED TO LIE |
| 2017-01-18 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2017-01-18 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2017-02-09 | FINAL REFUSAL WRITTEN |
| 2017-02-09 | FINAL REFUSAL E-MAILED |
| 2017-02-09 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| 2017-06-13 | TEAS AMENDMENT OF USE RECEIVED |
| 2017-06-14 | USE AMENDMENT FILED |
| 2017-06-14 | AMENDMENT TO USE PROCESSING COMPLETE |
| 2017-07-05 | USE AMENDMENT ACCEPTED |
| 2017-07-06 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| 2017-08-08 | TEAS REQUEST TO DIVIDE RECEIVED |
| 2017-08-08 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| 2017-08-08 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2017-08-08 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2017-08-09 | EXPARTE APPEAL RECEIVED AT TTAB |
| 2017-08-09 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| 2017-08-09 | EX PARTE APPEAL-INSTITUTED |
| 2017-08-25 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2017-09-06 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 2017-09-07 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2017-09-07 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2017-08-08 | DIVISIONAL REQUEST RECEIVED |
| 2017-09-07 | DIVISIONAL PROCESSING COMPLETE |
| 2017-09-07 | NON-FINAL ACTION WRITTEN |
| 2017-09-07 | NON-FINAL ACTION E-MAILED |
| 2017-09-07 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2018-03-06 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2018-03-12 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2018-03-12 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2018-04-30 | ASSIGNED TO EXAMINER |
| 2018-05-21 | PRIORITY ACTION WRITTEN |
| 2018-05-21 | PRIORITY ACTION E-MAILED |
| 2018-05-21 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| 2018-05-30 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2018-05-30 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2018-05-30 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2018-05-31 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2018-05-31 | EXPARTE APPEAL TERMINATED |
| 2018-06-01 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2018-06-20 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2018-07-10 | PUBLISHED FOR OPPOSITION |
| 2018-07-10 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2018-08-09 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| 2018-11-18 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| 2019-12-24 | REGISTERED-PRINCIPAL REGISTER |
| 2022-01-26 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
