BAY HARBOR WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, May 13, 2024, a trademark application was filed for BAY HARBOR WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the BAY HARBOR WEALTH MANAGEMENT trademark a serial number of 98547838. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, December 4, 2024. This trademark is owned by Bay Harbor Wealth Management, LLC. The BAY HARBOR WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Financial retirement plan consulting services; Investment management; Financial services, namely, wealth management services
General Information
| Serial Number | 98547838 |
| Word Mark | BAY HARBOR WEALTH MANAGEMENT |
| Filing Date | Monday, May 13, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, December 4, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 24, 2024 |
Trademark Statements
| Goods and Services | Financial planning and investment advisory services; Financial retirement plan consulting services; Investment management; Financial services, namely, wealth management services |
| NOT AVAILABLE | WEALTH MANAGEMENT |
Classification Information
| 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 | Monday, May 13, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, December 31, 2011 |
| First Use In Commerce Date | Saturday, December 31, 2011 |
Trademark Owner History
| Party Name | Bay Harbor Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hunt Valley, MD 21030 |
Trademark Events
| Event Date | Event Description |
| Monday, May 13, 2024 | NEW APPLICATION ENTERED |
| Monday, May 13, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 26, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, November 27, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 27, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, November 27, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, November 27, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Monday, December 2, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 18, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
