| Serial Number | 86006090 |
| Word Mark | B SANDY SPRING WEALTH MANAGEMENT |
| Filing Date | Wednesday, July 10, 2013 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Tuesday, April 15, 2025 |
| Registration Number | 4475312 |
| Registration Date | Tuesday, January 28, 2014 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 12, 2013 |
| Description of Mark | The mark consists of THE WORDS "SANDY" AND "SPRING," AND THE WORDS "WEALTH MANAGEMENT." TO THE LEFT OF THE WORDING IS A STYLIZED 'B' COMPRISED OF VARIOUS CURVED SHAPES. |
| Amendment to a Registration/Renewal Certificate | The drawing is amended to appear as follows: PUBLISH NEW CUT In the statement, Mark Description is updated. |
| Section 2(f) Limitation Statement | as to "SANDY SPRING" |
| Goods and Services | Advice relating to investments; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Banking services; Brokerage of bonds; Brokerage services for capital investments; Brokerage services for stocks and bonds; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Charitable foundation services, namely, providing financial assistance for programs and services of others; Charitable fundraising services; Commodity brokerage; Commodity investment advice; Commodity trading for others; Consultancy of capital investment; Currency exchange and advice; Currency exchange services; Currency trading; Equity capital investment; Estate planning; Estate trust management; Fiduciary representatives; Fiduciary services, namely, fiduciary representative services; Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy and insurance consultancy; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, estate settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, wealth management services; Financial trust administration; Financial trust operations; Financial trust planning; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Insurance agencies; Insurance agencies in the field of life insurance and long-term care insurance; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage in the field of life insurance and long-term care insurance; Insurance brokerage services; Insurance consultation; Insurance consulting in the field of life and long-term care insurance; Insurance information; Insurance information and consultancy; Investment advisory services; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment services, namely, asset acquisition, consultation, development and management services; Life insurance brokerage; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; On-line financial planning services; On-line real-time currency trading; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Securities brokerage services; Securities trading and investing services for others via the internet; Stock brokerage services; Strategic corporate financial advisory services; Strategic financial advisory services; Trust management accounts; Trust services, namely, investment and trust company services; Venture capital advisory services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 18, 2013 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, July 1, 2013 |
| First Use In Commerce Date | Monday, July 1, 2013 |
| Party Name | SANDY SPRING BANK |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Olney, MD 20832 |
| Party Name | SANDY SPRING BANK |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Olney, MD 20832 |
| Party Name | SANDY SPRING BANK |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Olney, MD 20832 |
| Event Date | Event Description |
| Saturday, July 13, 2013 | NEW APPLICATION ENTERED |
| Friday, July 19, 2013 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, July 18, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, September 25, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, September 23, 2013 | ASSIGNED TO EXAMINER |
| Wednesday, September 25, 2013 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, September 25, 2013 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 25, 2013 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 25, 2013 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, November 12, 2013 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 9, 2013 | ASSIGNED TO LIE |
| Wednesday, October 9, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, October 23, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, October 7, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, January 28, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Saturday, January 28, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, November 12, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 28, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 23, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, January 28, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, March 24, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, March 24, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, March 24, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, July 29, 2024 | TEAS SECTION 8 & 9 RECEIVED |
| Wednesday, October 23, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, October 24, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, April 8, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, April 8, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, April 15, 2025 | AMENDMENT UNDER SECTION 7 - PROCESSED |
| Tuesday, April 15, 2025 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Tuesday, April 15, 2025 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Tuesday, April 15, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Tuesday, May 6, 2025 | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED |
| Monday, July 29, 2024 | TEAS SECTION 7 REQUEST RECEIVED |