KESTRA FINANCIAL Trademark

Trademark Overview


On Friday, February 19, 2016, a trademark application was filed for KESTRA FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the KESTRA FINANCIAL trademark a serial number of 86983033. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, September 7, 2024. This trademark is owned by NFP Advisor Services, LLC. The KESTRA FINANCIAL trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

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, he...

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

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

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
kestra financial

General Information


Serial Number86983033
Word MarkKESTRA FINANCIAL
Filing DateFriday, February 19, 2016
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, September 7, 2024
Registration Number5635425
Registration DateTuesday, December 25, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 10, 2018

Trademark Statements


Goods and ServicesBusiness 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 ServicesFinancial 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 ServicesBusiness 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
NOT AVAILABLE"FINANCIAL"
Goods and ServicesProviding 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 Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, February 25, 2016
Primary Code035
First Use Anywhere DateSaturday, April 30, 2016
First Use In Commerce DateSaturday, April 30, 2016

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, February 25, 2016
Primary Code036
First Use Anywhere DateThursday, March 31, 2016
First Use In Commerce DateThursday, March 31, 2016

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, February 25, 2016
Primary Code041
First Use Anywhere DateThursday, March 31, 2016
First Use In Commerce DateThursday, March 31, 2016

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, February 25, 2016
Primary Code042
First Use Anywhere DateThursday, March 31, 2016
First Use In Commerce DateThursday, March 31, 2016

Trademark Owner History


Party NameKESTRA FINANCIAL, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressAUSTIN, TX 78746

Party NameKESTRA FINANCIAL, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressAUSTIN, TX 78746

Party NameKESTRA FINANCIAL, INC.
Party Type11 - New Owner Before Publication
Legal Entity Type03 - Corporation
AddressAUSTIN, TX 78746

Party NameNFP Advisor Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAustin, TX 78746

Trademark Events


Event DateEvent Description
Friday, June 10, 2016NON-FINAL ACTION WRITTEN
Tuesday, February 23, 2016NEW APPLICATION ENTERED
Thursday, February 25, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, June 6, 2016ASSIGNED TO EXAMINER
Monday, December 12, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, June 10, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, June 10, 2016NON-FINAL ACTION E-MAILED
Thursday, January 12, 2017ASSIGNED TO LIE
Wednesday, January 18, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, January 18, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 9, 2017NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, February 9, 2017FINAL REFUSAL E-MAILED
Thursday, February 9, 2017FINAL REFUSAL WRITTEN
Tuesday, June 13, 2017TEAS AMENDMENT OF USE RECEIVED
Wednesday, June 14, 2017AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, June 14, 2017USE AMENDMENT FILED
Wednesday, July 5, 2017USE AMENDMENT ACCEPTED
Thursday, July 6, 2017NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Tuesday, August 8, 2017DIVISIONAL REQUEST RECEIVED
Tuesday, August 8, 2017TEAS REQUEST TO DIVIDE RECEIVED
Tuesday, August 8, 2017TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, August 8, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, August 8, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 9, 2017EXPARTE APPEAL RECEIVED AT TTAB
Wednesday, August 9, 2017EX PARTE APPEAL-INSTITUTED
Wednesday, August 9, 2017JURISDICTION RESTORED TO EXAMINING ATTORNEY
Friday, August 25, 2017CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, May 21, 2018PRIORITY ACTION WRITTEN
Tuesday, September 5, 2017DIVISIONAL PROCESSING COMPLETE
Wednesday, September 6, 2017NON-FINAL ACTION WRITTEN
Wednesday, September 6, 2017NON-FINAL ACTION E-MAILED
Wednesday, September 6, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, March 6, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, March 12, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 12, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, April 4, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, April 30, 2018ASSIGNED TO EXAMINER
Monday, May 21, 2018PRIORITY ACTION E-MAILED
Monday, May 21, 2018NOTIFICATION OF PRIORITY ACTION E-MAILED
Tuesday, July 10, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Wednesday, May 30, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, May 30, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, May 30, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, May 31, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, June 1, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, June 20, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 10, 2018PUBLISHED FOR OPPOSITION
Thursday, August 9, 2018EXTENSION OF TIME TO OPPOSE RECEIVED
Sunday, November 18, 2018EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Tuesday, December 25, 2018REGISTERED-PRINCIPAL REGISTER
Wednesday, January 26, 2022ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, June 23, 2022ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, December 25, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, February 21, 2024TEAS SECTION 8 & 15 RECEIVED
Wednesday, April 10, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, September 6, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, September 7, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, September 7, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED