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 PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, February 10, 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 | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, February 10, 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 | 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 27, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, November 27, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, November 27, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, November 13, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 26, 2024 | ASSIGNED TO EXAMINER |
| Monday, February 3, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 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 |
