BOSTON HARBOR WEALTH ADVISORS Trademark
Trademark Overview
On Wednesday, April 24, 2019, a trademark application was filed for BOSTON HARBOR WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the BOSTON HARBOR WEALTH ADVISORS trademark a serial number of 88399880. The federal status of this trademark filing is REGISTERED as of Tuesday, December 24, 2019. This trademark is owned by Boston Harbor Wealth Advisors, LLC. The BOSTON HARBOR WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice; Financial analysis and consultation; Financial consultancy; Financial consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Investment advice; Investment advisory services; Investment consultation; Investment management; Strategic financial advisory services
General Information
| Serial Number | 88399880 |
| Word Mark | BOSTON HARBOR WEALTH ADVISORS |
| Filing Date | Wednesday, April 24, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 24, 2019 |
| Registration Number | 5942353 |
| Registration Date | Tuesday, December 24, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 8, 2019 |
Trademark Statements
| Description of Mark | The mark consists of the phrase "BOSTON HARBOR" appearing above the phrase "WEALTH ADVISORS", wherein a portion of a ribbon element extends from either side of the phrase "WEALTH ADVISORS". |
| Goods and Services | Financial advice; Financial analysis and consultation; Financial consultancy; Financial consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Investment advice; Investment advisory services; Investment consultation; Investment management; Strategic financial advisory services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "BOSTON HARBOR WEALTH ADVISORS" |
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 | Thursday, May 9, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, July 2, 2015 |
| First Use In Commerce Date | Thursday, July 2, 2015 |
Trademark Owner History
| Party Name | Boston Harbor Wealth Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westborough, MA 01581 |
| Party Name | Boston Harbor Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westborough, MA 01581 |
| Party Name | Boston Harbor Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westborough, MA 01581 |
Trademark Events
| Event Date | Event Description |
| Saturday, April 27, 2019 | NEW APPLICATION ENTERED |
| Thursday, May 9, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 10, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, July 5, 2019 | ASSIGNED TO EXAMINER |
| Wednesday, July 10, 2019 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 10, 2019 | NON-FINAL ACTION E-MAILED |
| Wednesday, July 10, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, August 19, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, August 19, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, August 19, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 28, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, September 5, 2019 | ASSIGNED TO LIE |
| Wednesday, September 18, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 8, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 8, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 24, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, June 8, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, June 8, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, June 8, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, December 24, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
