KESTRA FINANCIAL, INC. logo

KESTRA FINANCIAL, INC.

8 Marks
Corp.
First Filed:May 16, 2013Latest Filed:Nov 17, 2021Address:BUILDING 2 SUITE 125, Austin, TX 78746

Portfolio Overview

Top Classes

Class 36
Insurance, Financial Services & Real Estate
5(63%)
Class 35
Advertising, Business Services & Retail
5(63%)
Class 42
Software, IT Services & Scientific Research
3(38%)

TTAB Proceedings

Total Proceedings
4
As Plaintiff
3(75%)
As Defendant
2(50%)

Top Firms

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Trademark Portfolio

8 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
ADVISORENTERPRISE
ADVISORENTERPRISE
Service Mark
Word
REGISTERED
Owner:
Serial:97129066
Filed:Nov 17, 2021
Classes:35
Registration:6983688
Registered:Feb 21, 2023
Description: Providing online databases featuring financial and business information | Investment consultation; investment management; financial planning; investment brokerage services; financial consulting services; financial analysis and research services
KESTRA
KESTRA
Service Mark
Word
REGISTERED
Owner:
Serial:86913184
Filed:Feb 19, 2016
Classes:35, 36, 41, +1
Registration:5940976
Registered:Dec 24, 2019
Description: 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 | 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 | 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 | 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
KESTRA
KESTRA
Service Mark
Word
REGISTERED
Owner:
Serial:86983057
Filed:Feb 19, 2016
Classes:36
Registration:6093348
Registered:Jul 7, 2020
Description: Financial consulting and 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; financial retirement plan consulting and administration services; providing a web site featuring financial and stock market research information in order to assist financial professionals in the management of financial investments; providing information and advice in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing a resource website featuring information 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 information and analysis 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; financial planning; financial planning and investment advisory services; financial advisory and consultancy services; financial analysis and research services
KESTRA FINANCIAL
KESTRA FINANCIAL
Service Mark
Word
REGISTERED
Owner:
Serial:86913195
Filed:Feb 19, 2016
Classes:36
Registration:6093345
Registered:Jul 7, 2020
Description: Financial consulting and 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; financial retirement plan consulting and administration services; providing a web site featuring financial and stock market research information in order to assist financial professionals in the management of financial investments; providing information and advice in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing a resource website featuring information 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 information and analysis 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; financial planning; financial planning and investment advisory services; financial advisory and consultancy services; financial analysis and research services; "FINANCIAL"
KESTRA FINANCIAL
KESTRA FINANCIAL
Service Mark
Word
REGISTERED
Owner:
Serial:86983033
Filed:Feb 19, 2016
Classes:35, 36, 41, +1
Registration:5635425
Registered:Dec 25, 2018
Description: Class 35: 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 36: 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 41: 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 42: 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
KESTROS
KESTROS
Service Mark
Word
CANCELLED
Owner:
Serial:85958368
Filed:Jun 12, 2013
Classes:36
Registration:4622037
Registered:Oct 14, 2014
ADVISORCOMPLETE
ADVISORCOMPLETE
Service Mark
Word
REGISTERED
Owner:
Serial:76714161
Filed:May 16, 2013
Classes:35, 42
Registration:4861385
Registered:Dec 1, 2015
Description: PROVIDING ON-LINE SEARCHABLE AND CUSTOMIZABLE DATABASES FEATURING BUSINESS INFORMATION FOR USE BY FINANCIAL ADVISORS VIA A COMPUTER WORKSTATION | COMPUTER SERVICES, NAMELY, PROVIDING SEARCH PLATFORMS,TOGETHER WITH CONSULTATION AND SUPPORT THEREFOR, TO ALLOW FINANCIAL ADVISORS TO PROVIDE BUSINESS ASSISTANCE, MANAGEMENT AND INFORMATION VIA A COMPUTER WORKSTATION
ADVISOR ENTERPRISE
ADVISOR ENTERPRISE
Service Mark
Word
CANCELLED
Owner:
Serial:76714163
Filed:May 16, 2013
Classes:35
Registration:4848336
Registered:Nov 10, 2015
Description: "ADVISOR"