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KEEL POINT

Status

Registered

Status Code

702

Status Date

Thursday, November 4, 2021

Serial Number

86779875

Registration Number

4987117

Registration Date

Tuesday, June 28, 2016

Mark Type

4000

Filing Date

Tuesday, October 6, 2015

Published for Opposition

Tuesday, April 12, 2016

Trademark Owner History

Keel Point Partners, LLC - Original Registrant

Classifications

36 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

41 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

Trademark Events

Nov 4, 2021

Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed

Nov 4, 2021

Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.

Nov 4, 2021

Case Assigned To Post Registration Paralegal

Jul 29, 2021

Teas Section 8 & 15 Received

Jun 28, 2016

Registered-Principal Register

Apr 12, 2016

Published For Opposition

Mar 23, 2016

Notice Of Publication

Feb 23, 2016

Approved For Pub - Principal Register

Feb 5, 2016

Teas/Email Correspondence Entered

Feb 4, 2016

Correspondence Received In Law Office

Feb 4, 2016

Teas Response To Office Action Received

Jan 27, 2016

Non-Final Action Mailed

Jan 26, 2016

Non-Final Action Written

Jan 26, 2016

Assigned To Examiner

Oct 13, 2015

New Application Office Supplied Data Entered In Tram

Oct 9, 2015

New Application Entered In Tram