BAY HARBOR WEALTH MANAGEMENT Trademark

Trademark Overview


On Tuesday, May 14, 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 98549048. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, May 14, 2024. This trademark is owned by Scott, Lance R. The BAY HARBOR WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services; Investment management; Financial retirement plan consulting services; Financial services, namely, wealth management services
bay harbor wealth management

General Information


Serial Number98549048
Word MarkBAY HARBOR WEALTH MANAGEMENT
Filing DateTuesday, May 14, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, May 14, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of the words "BAY HARBOR" in capital letters, with the words "Wealth Management" in a smaller font size below them. Above the words, there's a graceful illustration of the silhouette of a bird in flight superimposed on a stylized shield emblem. The bird has its wings spread wide, beak pointed forward, and tail feathers extended, indicating movement, vision and freedom. The shield is outlined with a thick line and features a gradient fill; it has smooth curves and pointed edges at the bottom, representing strength and elegance. The mark conveys a sense of strength, possibilities, protection, security, aspiration, professionalism, prosperity, clarity, moving toward reaching one's goals, serenity, and growth for the wealth management services provided by the brand/trademark owner.
Goods and ServicesFinancial planning and investment advisory services; Investment management; Financial retirement plan consulting services; Financial services, namely, wealth management services
Indication of Colors claimedColor is not claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 14, 2024
Primary Code036
First Use Anywhere DateSaturday, December 31, 2011
First Use In Commerce DateSaturday, December 31, 2011

Trademark Owner History


Party NameScott, Lance R
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHunt Valley, MD 21030

Trademark Events


Event DateEvent Description
Tuesday, May 14, 2024NEW APPLICATION ENTERED