KESTRA FINANCIAL - Trademark Details
Status: 700 - Registered
Serial Number
86913195
Registration Number
6093345
Word Mark
KESTRA FINANCIAL
Status
700 - Registered
Status Date
2020-07-07
Filing Date
2016-02-19
Registration Number
6093345
Registration Date
2020-07-07
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2020-04-21
Attorney Name
Law Office Assigned Location Code
M40
Employee Name
TRATOS, MARK STEVEN
Statements
Disclaimer with Predetermined Text
"FINANCIAL"
Goods and Services
Business marketing and 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
Goods and Services
Financial consulting and 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; financial retirement plan consulting and administration services; providing a web site featuring financial and stock market research information in order to assist financial professionals in the management of financial investments; providing information and advice in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing a resource website featuring information 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 information and analysis 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; financial planning; financial planning and investment advisory services; financial advisory and consultancy services; financial analysis and research services
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 obtain information and analysis by downloading 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 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
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
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 | 86983033 |
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 |
| 2017-08-08 | DIVISIONAL REQUEST RECEIVED |
| 2017-09-05 | DIVISIONAL PROCESSING COMPLETE |
| 2017-09-06 | SUSPENSION LETTER WRITTEN |
| 2017-09-06 | LETTER OF SUSPENSION E-MAILED |
| 2017-09-06 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| 2017-09-06 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 2018-03-08 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 2018-09-18 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 2019-03-27 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 2019-10-09 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 2020-03-17 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2020-03-17 | EXPARTE APPEAL TERMINATED |
| 2020-04-01 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2020-04-21 | PUBLISHED FOR OPPOSITION |
| 2020-04-21 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2020-07-07 | REGISTERED-PRINCIPAL REGISTER |
| 2022-01-26 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
