BANNER WEALTH AND INVESTMENT SERVICES Trademark
Trademark Overview
On Thursday, August 22, 2024, a trademark application was filed for BANNER WEALTH AND INVESTMENT SERVICES with the United States Patent and Trademark Office. The USPTO has given the BANNER WEALTH AND INVESTMENT SERVICES trademark a serial number of 98712769. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, August 12, 2025. This trademark is owned by Banner Bank. The BANNER WEALTH AND INVESTMENT SERVICES trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Banking services; banking and consumer lending services; investment account services, namely, financial administration of investment accounts; checking and savings account services; financial management and financial advisory services; investment management and investment advisory services; financial services, namely, wealth management services; financial consulting services; financial planning services; providing information and research services in the field of finance and financial investments; financial investment brokerage services
Promotion of financial and insurance services, on behalf of third parties
General Information
| Serial Number | 98712769 |
| Word Mark | BANNER WEALTH AND INVESTMENT SERVICES |
| Filing Date | Thursday, August 22, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, August 12, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 12, 2025 |
Trademark Statements
| Description of Mark | The mark consists of two partially overlapping sails. The wording "BANNER" overlays the top-most sail. Below the wording "BANNER" is the wording "WEALTH AND INVESTMENT". Below the wording "WEALTH AND INVESTMENT" is the wording "SERVICES" with a horizontal line on either side of the wording. |
| Goods and Services | Banking services; banking and consumer lending services; investment account services, namely, financial administration of investment accounts; checking and savings account services; financial management and financial advisory services; investment management and investment advisory services; financial services, namely, wealth management services; financial consulting services; financial planning services; providing information and research services in the field of finance and financial investments; financial investment brokerage services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Promotion of financial and insurance services, on behalf of third parties |
| NOT AVAILABLE | "WEALTH AND INVESTMENT SERVICES" |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, August 22, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, August 22, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Banner Bank |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Walla Walla, WA 99362 |
| Party Name | Banner Bank |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Walla Walla, WA 99362 |
Trademark Events
| Event Date | Event Description |
| Thursday, August 22, 2024 | NEW APPLICATION ENTERED |
| Thursday, March 6, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, March 6, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 7, 2025 | ASSIGNED TO EXAMINER |
| Friday, April 4, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, April 4, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, April 4, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 23, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 25, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 25, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, July 1, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 6, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 12, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 12, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, June 25, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, June 23, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, June 23, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 25, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
