USPTO serial 86913184
KESTRA
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 24, 2019
- Examiner
- KEELEY, ALISON REBECCA
- Law office
- Historical data usage
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
AUSTIN, TX, US
AUSTIN, TX, US
Austin, TX, US
AUSTIN, TX, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | 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 | ACTIVE | — |
| 036 | 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 | ACTIVE | — |
| 041 | 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 | ACTIVE | — |
| 042 | 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 | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by KESTRA FINANCIAL, INC.
- Other trademarks owned by KESTRA FINANCIAL, INC.
- Other trademarks owned by NFP Advisor Services, LLC
- Other trademarks owned by KESTRA FINANCIAL, INC.
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named KESTRA
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 23, 2026 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Mar 23, 2026 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Mar 23, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 24, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Dec 24, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Apr 10, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jun 23, 2022 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jan 26, 2022 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 24, 2019 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Nov 18, 2018 | ETOP | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED | — |
| Aug 9, 2018 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| Jul 10, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 10, 2018 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jun 20, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 1, 2018 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 31, 2018 | EXPT | EXPARTE APPEAL TERMINATED | — |
| May 31, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 30, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 30, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 30, 2018 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| May 21, 2018 | GPRN | NOTIFICATION OF PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| May 21, 2018 | GPRA | PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| May 21, 2018 | CPRA | PRIORITY ACTION WRITTEN | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Apr 30, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 12, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 12, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 6, 2018 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Sep 7, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Sep 7, 2017 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Sep 7, 2017 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Sep 7, 2017 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Sep 7, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 7, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 6, 2017 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 25, 2017 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 9, 2017 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Aug 9, 2017 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Aug 9, 2017 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Aug 8, 2017 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Aug 8, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 8, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 8, 2017 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Aug 8, 2017 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Jul 6, 2017 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Jul 5, 2017 | IUAA | USE AMENDMENT ACCEPTED | — |
| Jun 14, 2017 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jun 14, 2017 | IUAF | USE AMENDMENT FILED | — |
| Jun 13, 2017 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Feb 9, 2017 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Feb 9, 2017 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Feb 9, 2017 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jan 18, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 18, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 12, 2017 | ALIE | ASSIGNED TO LIE | — |
| Dec 12, 2016 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 10, 2016 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 10, 2016 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 10, 2016 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 6, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 25, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 23, 2016 | NWAP | NEW APPLICATION ENTERED | — |