| Serial Number | 86779875 |
| Word Mark | KEEL POINT |
| Filing Date | Tuesday, October 6, 2015 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Tuesday, November 4, 2025 |
| Registration Number | 4987117 |
| Registration Date | Tuesday, June 28, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 12, 2016 |
| Goods and Services | Estate planning; financial planning; wealth management, namely, financial management; investment management services; family financial services, namely, financial 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 medical, dental, vision, accident, life insurance, short term disability, long term disability, cancer insurance, accidental 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 medical, dental, vision, accident, life insurance, short term disability, long term disability, cancer insurance, accidental death and dismemberment; brokering of insurance |
| Goods and Services | Educational services, namely, conducting courses, classes, seminars and workshops relating to financial investing in stocks, bonds and mutual funds, conducting 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 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 13, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, July 28, 2005 |
| First Use In Commerce Date | Thursday, July 28, 2005 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 13, 2015 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, July 28, 2005 |
| First Use In Commerce Date | Thursday, July 28, 2005 |
| Party Name | Keel Point Partners, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Huntsville, AL 35801 |
| Party Name | Keel Point Partners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Huntsville, AL 35801 |
| Party Name | Keel Point Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Huntsville, AL 35801 |
| Event Date | Event Description |
| Friday, October 9, 2015 | NEW APPLICATION ENTERED |
| Tuesday, October 13, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 26, 2016 | ASSIGNED TO EXAMINER |
| Tuesday, January 26, 2016 | NON-FINAL ACTION WRITTEN |
| Wednesday, January 27, 2016 | NON-FINAL ACTION MAILED |
| Thursday, February 4, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, February 4, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, February 5, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 23, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 23, 2016 | NOTICE OF PUBLICATION |
| Tuesday, April 12, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 28, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, July 29, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, November 4, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, November 4, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, November 4, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, June 28, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Thursday, July 17, 2025 | TEAS SECTION 8 & 9 RECEIVED |
| Monday, November 3, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, November 4, 2025 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Tuesday, November 4, 2025 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Tuesday, November 4, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |