KESTRA

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 23 Mar 2026)

What this means for you

Registered since 24 Dec 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86913184
Registration number
5940976
Mark type
Stylized text
Filed
19 Feb 2016
Published for opposition
10 Jul 2018
Registered
24 Dec 2019
Attorney of record
Jeffrey P. Dunning

Goods and services

  • Class 035 — Advertising and business 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
  • Class 036 — Insurance and 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
  • 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
  • Class 042 — Scientific and technological 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

Owner

Prosecution history

  • 23 Mar 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 23 Mar 2026 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 23 Mar 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 24 Dec 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 24 Dec 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 10 Apr 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 23 Jun 2022 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 26 Jan 2022 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 24 Dec 2019 — REGISTERED-PRINCIPAL REGISTER
  • 18 Nov 2018 — EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
  • 09 Aug 2018 — EXTENSION OF TIME TO OPPOSE RECEIVED
  • 10 Jul 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 10 Jul 2018 — PUBLISHED FOR OPPOSITION
  • 20 Jun 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 01 Jun 2018 — LAW OFFICE PUBLICATION REVIEW COMPLETED

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