accepted and acknowledged
on 30 Aug 2022
Last Applicant/ Owned by
100 Church Street
Huntsville
AL
35801
Serial Number
86799276 filed on 26th Oct 2015
Registration Number
5142813 registered on 14th Feb 2017
Correspondent Address
Frank M. Caprio
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
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 The mark conRead More
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; Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indexes of financial securities; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indexes of financial securities; investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indexes of financial securities; check processing and bill payment services; financial information provided by electronic means; administration of employee pension plans; financial planning; cash management account services; providing financial portfolio management services; providing an interactive online computer database in the field of financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans, and investment time frames; providing information by phone and by online means in the field of investment account information and financial research; providing an online computer database in the fields of investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, and financial planning; 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; financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans
31st Mar 2013
31st Mar 2016
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
31st Mar 2016
31st Mar 2016
No 86799276
No Service Mark
No 211537301003
No
No
No
No
No
No
No
No
26.17.09 -
Curved line(s), band(s) or bar(s)
The mark consists of the words, "Keel Point", with two curved lines above the words.
| Status Date | Action Taken |
|---|---|
| 30th Aug 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 30th Aug 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 30th Aug 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 10th Mar 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 14th Feb 2017 | REGISTERED-PRINCIPAL REGISTER |
| 11th Jan 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED |
| 10th Jan 2017 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 02th Jan 2017 | STATEMENT OF USE PROCESSING COMPLETE |
| 29th Dec 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 06th Dec 2016 | USE AMENDMENT FILED |
