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 PUBLISHED FOR OPPOSITION as of Tuesday, March 4, 2025. 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; Investment management; Financial retirement plan consulting services; Financial services, namely, wealth management services
General Information
| Serial Number | 98549048 |
| Word Mark | BAY HARBOR WEALTH MANAGEMENT |
| Filing Date | Tuesday, May 14, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, March 4, 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, March 4, 2025 |
Trademark Statements
| Description of Mark | The 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 an 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. The shield is outlined with a thick line and features a gradient fill; it has smooth curves and pointed edges at the bottom. |
| Goods and Services | Financial planning and investment advisory services; Investment management; Financial retirement plan consulting services; Financial services, namely, wealth management services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| 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 | Tuesday, May 14, 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 | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hunt Valley, MD 21030 |
| 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 |
| Tuesday, May 14, 2024 | NEW APPLICATION ENTERED |
| Wednesday, November 13, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, November 13, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 26, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, November 27, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, November 27, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, February 3, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, November 27, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, February 3, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, February 3, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 5, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 26, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 4, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 4, 2025 | PUBLISHED FOR OPPOSITION |
