GleanMark

KEEL POINT Trademark

KEEL POINT is a USPTO trademark filed by Keel Point Partners, LLC. Status: Registered.

Trademark Facts

MarkKEEL POINT
Serial Number86779875
Registration Number4987117
StatusRegistered
Filing Date2015-10-06
Registration Date2016-06-28
Mark TypeWord
Nice Classes036 (Financial Services), 041 (Education & Entertainment)
OwnerKeel Point Partners, LLC
Attorney of RecordFrank M. Caprio
Prosecution Events22
Latest EventNA89 on 2025-11-04

Goods & Services

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; 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

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