KESTREL WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, June 16, 2025, a trademark application was filed for KESTREL WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the KESTREL WEALTH MANAGEMENT trademark a serial number of 99235500. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, November 5, 2025. This trademark is owned by KS Bank, Inc.. The KESTREL WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Investment management; Trust management accounts; Estate trust management; Trust services, namely, investment and trust company services; Estate trust planning; Financial trust administration; Financial trust operations; Financial trust planning; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others
General Information
| Serial Number | 99235500 |
| Word Mark | KESTREL WEALTH MANAGEMENT |
| Filing Date | Monday, June 16, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, November 5, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Investment management; Trust management accounts; Estate trust management; Trust services, namely, investment and trust company services; Estate trust planning; Financial trust administration; Financial trust operations; Financial trust planning; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others |
Classification Information
| 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 | Monday, June 16, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | KS Bank, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Smithfield, NC 27577 |
Trademark Events
| Event Date | Event Description |
| Monday, June 16, 2025 | NEW APPLICATION ENTERED |
| Monday, June 16, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 16, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, November 4, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, November 5, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, November 5, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, November 5, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 12, 2026 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, January 12, 2026 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
