SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
accepted and acknowledged
on 07 Sep 2024
Last Applicant/ Owned by
BUILDING 2 SUITE 125
AUSTIN
TX
78746
Serial Number
86983033 filed on 19th Feb 2016
Registration Number
5635425 registered on 25th Dec 2018
Correspondent Address
Jeffrey P. Dunning
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
KESTRA FINANCIAL
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 Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
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
First Use Date in General
31st Mar 2016
First Use Date in Commerce
31st Mar 2016
Class [041]
Education and Entertainment 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
First Use Date in General
31st Mar 2016
First Use Date in Commerce
31st Mar 2016
Class [036]
Insurance & Financial Services
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
First Use Date in General
31st Mar 2016
First Use Date in Commerce
31st Mar 2016
Class [035]
Advertising, Business & Retail Services
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
First Use Date in General
30th Apr 2016
First Use Date in Commerce
30th Apr 2016
Mark Details
Serial Number
No 86983033
Mark Type
No Service Mark
Attorney Docket Number
No 170274.01020
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 07th Sep 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 07th Sep 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 06th Sep 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 10th Apr 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 21st Feb 2024 | TEAS SECTION 8 & 15 RECEIVED |
| 25th Dec 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 23rd Jun 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 26th Jan 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 25th Dec 2018 | REGISTERED-PRINCIPAL REGISTER |
| 18th Nov 2018 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |