| Serial Number | 86799276 |
| Word Mark | KEEL POINT |
| Filing Date | Monday, October 26, 2015 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Monday, June 15, 2026 |
| Registration Number | 5142813 |
| Registration Date | Tuesday, February 14, 2017 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 19, 2016 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of the words, "Keel Point", with two curved lines above the words. |
| 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 |
| 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; Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indexes of financial securities; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indexes of financial securities; investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indexes 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 management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans, and investment 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 investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, and financial 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 medical, dental, vision, accident, life insurance, short term disability, long term disability, cancer insurance, accidental death and dismemberment; brokering of insurance; financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans |
| 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 | Thursday, October 29, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 31, 2013 |
| First Use In Commerce Date | Thursday, March 31, 2016 |
| 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 | Thursday, October 29, 2015 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, March 31, 2016 |
| First Use In Commerce Date | Thursday, March 31, 2016 |
| Party Name | Keel Point Partners, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Huntsville, AL 35801 US |
| Party Name | Keel Point Partners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Huntsville, AL 35801 US |
| Party Name | Keel Point Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Huntsville, AL 35801 US |
| Event Date | Event Description |
| Thursday, October 29, 2015 | NEW APPLICATION ENTERED |
| Thursday, October 29, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, October 30, 2015 | NOTICE OF DESIGN SEARCH CODE MAILED |
| 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 30, 2016 | NOTICE OF PUBLICATION |
| Tuesday, April 19, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 14, 2016 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 6, 2016 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, December 29, 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, December 6, 2016 | USE AMENDMENT FILED |
| Monday, January 2, 2017 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, January 10, 2017 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, January 11, 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED |
| Tuesday, February 14, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, March 10, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, August 30, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, August 30, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, August 30, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Sunday, February 15, 2026 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Friday, April 10, 2026 | TEAS SECTION 8 & 9 RECEIVED |
| Monday, June 15, 2026 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, June 15, 2026 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, June 15, 2026 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, June 15, 2026 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |