BOSTON PRIVATE WEALTH MANAGEMENT Trademark

Trademark Overview


On Thursday, June 26, 2014, a trademark application was filed for BOSTON PRIVATE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the BOSTON PRIVATE WEALTH MANAGEMENT trademark a serial number of 86320937. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, October 5, 2021. This trademark is owned by Boston Private Financial Holdings, Inc.. The BOSTON PRIVATE WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

FINANCIAL SERVICES, NAMELY, FINANCIAL PLANNING, INVESTMENT ADVISORY AND INVESTMENT MANAGEMENT SERVICES
boston private wealth management

General Information


Serial Number86320937
Word MarkBOSTON PRIVATE WEALTH MANAGEMENT
Filing DateThursday, June 26, 2014
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, October 5, 2021
Registration Number4770228
Registration DateTuesday, July 7, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 16, 2014

Trademark Statements


Section 2(f) Limitation Statementas to"BOSTON PRIVATE"
Goods and ServicesFINANCIAL SERVICES, NAMELY, FINANCIAL PLANNING, INVESTMENT ADVISORY AND INVESTMENT MANAGEMENT SERVICES
NOT AVAILABLE"WEALTH"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 2, 2014
Primary Code036
First Use Anywhere DateTuesday, February 17, 2015
First Use In Commerce DateTuesday, February 17, 2015

Trademark Owner History


Party NameSVB FINANCIAL GROUP
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressSANTA CLARA, CA 95054

Party NameBoston Private Financial Holdings, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBoston, MA 02109

Party NameBoston Private Financial Holdings, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBoston, MA 02109

Party NameBoston Private Financial Holdings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBoston, MA 02109

Trademark Events


Event DateEvent Description
Thursday, October 16, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, June 30, 2014NEW APPLICATION ENTERED
Wednesday, July 2, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, September 17, 2014TEAS VOLUNTARY AMENDMENT RECEIVED
Wednesday, September 17, 2014TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
Monday, October 6, 2014ASSIGNED TO EXAMINER
Thursday, October 16, 2014NON-FINAL ACTION WRITTEN
Thursday, October 16, 2014NON-FINAL ACTION E-MAILED
Tuesday, February 10, 2015NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, October 20, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, October 20, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, October 20, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 21, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 5, 2014ASSIGNED TO LIE
Monday, November 10, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, November 26, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 16, 2014PUBLISHED FOR OPPOSITION
Tuesday, December 16, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Thursday, May 14, 2015EXAMINERS AMENDMENT E-MAILED
Wednesday, February 25, 2015TEAS STATEMENT OF USE RECEIVED
Wednesday, February 25, 2015USE AMENDMENT FILED
Monday, April 6, 2015STATEMENT OF USE PROCESSING COMPLETE
Tuesday, March 31, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, April 23, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, April 24, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, April 27, 2015PREVIOUS ALLOWANCE WITHDRAWN-TIMELY AAU
Monday, April 27, 2015WITHDRAWN FROM ISSUE - SENIOR ATTORNEY REQUEST
Thursday, May 14, 2015SU-EXAMINER'S AMENDMENT WRITTEN
Thursday, May 14, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Saturday, May 30, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, July 7, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, May 14, 2015EXAMINER'S AMENDMENT ENTERED
Wednesday, May 27, 2015EXAMINER'S AMENDMENT ENTERED
Friday, May 29, 2015DATA MODIFICATION COMPLETED
Friday, May 29, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, July 7, 2015REGISTERED-PRINCIPAL REGISTER
Monday, May 13, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, June 22, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, June 22, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, June 22, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, June 23, 2021TEAS SECTION 8 & 15 RECEIVED
Tuesday, October 5, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, October 12, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, October 12, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, October 5, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, October 5, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, October 12, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, October 12, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, October 12, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sunday, July 7, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, May 4, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP