| Serial Number | 87291371 |
| Word Mark | BOSTON PRIVATE WEALTH |
| Filing Date | Friday, January 6, 2017 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Sunday, May 19, 2024 |
| Registration Number | 5246418 |
| Registration Date | Tuesday, July 18, 2017 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 2, 2017 |
| Description of Mark | The mark consists of the words "BOSTON PRIVATE" in bold stylized font above a horizontal line and the word "WEALTH" in smaller stylized font; the term "WEALTH" is between small graphic squares. |
| Section 2(f) Limitation Statement | as to "BOSTON PRIVATE" |
| Goods and Services | banking services; private banking services; trust company services; wealth management services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH" |
| 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 | Friday, January 13, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, November 1, 2016 |
| First Use In Commerce Date | Tuesday, November 1, 2016 |
| Party Name | SVB FINANCIAL TRUST |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 17 - Trust |
| Address | SAN RAMON, CA 94583 |
| Party Name | SVB FINANCIAL GROUP |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | San Ramon, CA 94583 |
| Party Name | Boston Private Financial Holdings, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02109 |
| Party Name | Boston Private Financial Holdings, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02109 |
| Party Name | Boston Private Financial Holdings, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02109 |
| Event Date | Event Description |
| Friday, January 13, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 17, 2017 | ASSIGNED TO EXAMINER |
| Wednesday, April 12, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 2, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 10, 2017 | NEW APPLICATION ENTERED |
| Saturday, January 14, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, March 21, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, May 13, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, June 22, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, June 22, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, October 12, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, October 12, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, October 12, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, October 12, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, October 12, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, May 2, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 18, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 22, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, May 4, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, May 6, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Sunday, May 19, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Monday, July 18, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, January 18, 2024 | TEAS SECTION 8 RECEIVED |
| Sunday, May 19, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Wednesday, July 23, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 23, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 23, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, July 23, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, October 1, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, July 23, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |