HARBOR | WEST FINANCIAL PLANNING WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, January 19, 2018, a trademark application was filed for HARBOR | WEST FINANCIAL PLANNING WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the HARBOR | WEST FINANCIAL PLANNING WEALTH MANAGEMENT trademark a serial number of 87762504. The federal status of this trademark filing is REGISTERED as of Tuesday, September 4, 2018. This trademark is owned by NorthEast Community Bank. The HARBOR | WEST FINANCIAL PLANNING WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; financial consultation; financial management; financial planning and investment advisory services; financial portfolio management; financial services, namely, wealth management services; financial retirement plan consulting services; financial planning for retirement; insurance and financial information and consultancy services; insurance brokerage; and insurance consultation
General Information
| Serial Number | 87762504 |
| Word Mark | HARBOR | WEST FINANCIAL PLANNING WEALTH MANAGEMENT |
| Filing Date | Friday, January 19, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 4, 2018 |
| Registration Number | 5554414 |
| Registration Date | Tuesday, September 4, 2018 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 19, 2018 |
Trademark Statements
| Description of Mark | The mark consists of the words "HARBOR" and "WEST" in stylized capital letters with a vertical line between "HARBOR" and "WEST" above the words "FINANCIAL PLANNING" and "WEALTH MANAGEMENT" in stylized capital letters in a smaller font with a small circle between "FINANCIAL PLANNING" and "WEALTH MANAGEMENT". |
| Goods and Services | Financial planning; financial consultation; financial management; financial planning and investment advisory services; financial portfolio management; financial services, namely, wealth management services; financial retirement plan consulting services; financial planning for retirement; insurance and financial information and consultancy services; insurance brokerage; and insurance consultation |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FINANCIAL PLANNING" AND "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 | Wednesday, January 31, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 1, 2018 |
| First Use In Commerce Date | Monday, January 1, 2018 |
Trademark Owner History
| Party Name | NorthEast Community Bank |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | White Plains, NY 10601 |
| Party Name | NorthEast Community Bank |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | White Plains, NY 10601 |
| Party Name | NorthEast Community Bank |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | White Plains, NY 10601 |
Trademark Events
| Event Date | Event Description |
| Monday, September 4, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, September 4, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 19, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 19, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 30, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, May 16, 2018 | ASSIGNED TO LIE |
| Friday, May 4, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, May 4, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Friday, May 4, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, May 4, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Friday, May 4, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, May 1, 2018 | ASSIGNED TO EXAMINER |
| Thursday, February 1, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, January 31, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 23, 2018 | NEW APPLICATION ENTERED |
