BOSTON HARBOR WEALTH ADVISORS Trademark
Trademark Overview
On Thursday, January 30, 2020, 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 88778726. The federal status of this trademark filing is REGISTERED as of Tuesday, November 17, 2020. 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 | 88778726 |
| Word Mark | BOSTON HARBOR WEALTH ADVISORS |
| Filing Date | Thursday, January 30, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 17, 2020 |
| Registration Number | 6198691 |
| Registration Date | Tuesday, November 17, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 1, 2020 |
Trademark Statements
| NOT AVAILABLE | "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 |
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, February 4, 2020 |
| 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
US |
| Party Name | Boston Harbor Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westborough, MA 01581
US |
| Party Name | Boston Harbor Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westborough, MA 01581
US |
Trademark Events
| Event Date | Event Description |
| Monday, February 3, 2020 | NEW APPLICATION ENTERED |
| Tuesday, February 4, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, April 20, 2020 | ASSIGNED TO EXAMINER |
| Thursday, April 23, 2020 | NON-FINAL ACTION WRITTEN |
| Thursday, April 23, 2020 | NON-FINAL ACTION E-MAILED |
| Thursday, April 23, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, July 24, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, July 24, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, July 25, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 28, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, July 28, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, July 28, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, July 28, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, July 28, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 12, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 1, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 1, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 17, 2020 | 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 |
| Monday, November 17, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, June 17, 2026 | TEAS SECTION 8 & 15 RECEIVED |
