Trademark: 86006090
Word
B SANDY SPRING WEALTH MANAGEMENT
Status
Registered
Status Code
702
Status Date
Tuesday, March 24, 2020
Serial Number
86006090
Registration Number
4475312
Registration Date
Tuesday, January 28, 2014
Mark Type
3000
Filing Date
Wednesday, July 10, 2013
Published for Opposition
Tuesday, November 12, 2013

Trademark Owner History
SANDY SPRING BANK - Original Registrant

Classifications
36 Advice relating to investments; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Banking services; Brokerage of bonds; Brokerage services for capital investments; Brokerage services for stocks and bonds; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Charitable foundation services, namely, providing financial assistance for programs and services of others; Charitable fundraising services; Commodity brokerage; Commodity investment advice; Commodity trading for others; Consultancy of capital investment; Currency exchange and advice; Currency exchange services; Currency trading; Equity capital investment; Estate planning; Estate trust management; Fiduciary representatives; Fiduciary services, namely, fiduciary representative services; Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy and insurance consultancy; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, estate settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, wealth management services; Financial trust administration; Financial trust operations; Financial trust planning; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Insurance agencies; Insurance agencies in the field of life insurance and long-term care insurance; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage in the field of life insurance and long-term care insurance; Insurance brokerage services; Insurance consultation; Insurance consulting in the field of life and long-term care insurance; Insurance information; Insurance information and consultancy; Investment advisory services; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment services, namely, asset acquisition, consultation, development and management services; Life insurance brokerage; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; On-line financial planning services; On-line real-time currency trading; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Securities brokerage services; Securities trading and investing services for others via the internet; Stock brokerage services; Strategic corporate financial advisory services; Strategic financial advisory services; Trust management accounts; Trust services, namely, investment and trust company services; Venture capital advisory services
The mark consists of THE WORDS "SANDY" AND "SPRING", ALL CAPITAL LETTERS, OVER A BAR CONTAINING THE WORDS "WEALTH MANAGEMENT", ALSO IN ALL CAPITAL LETTERS BUT SMALLER AND IN THE NEGATIVE SPACE. TO THE LEFT OF THE WORDING IS A STYLIZED "B" COMPRISED OF VARIOUS CURVED SHAPES.
as to "SANDY SPRING"
Color is not claimed as a feature of the mark.
"WEALTH MANAGEMENT"

Trademark Events
Jan 28, 2023
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Mar 24, 2020
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Mar 24, 2020
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Mar 24, 2020
Case Assigned To Post Registration Paralegal
Jan 28, 2020
Teas Section 8 & 15 Received
Jan 28, 2019
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Feb 23, 2016
Teas Change Of Correspondence Received
Oct 7, 2015
Teas Change Of Correspondence Received
Jan 28, 2014
Registered-Principal Register
Nov 12, 2013
Official Gazette Publication Confirmation E-Mailed
Nov 12, 2013
Published For Opposition
Oct 23, 2013
Notification Of Notice Of Publication E-Mailed
Oct 9, 2013
Law Office Publication Review Completed
Oct 9, 2013
Assigned To Lie
Sep 25, 2013
Approved For Pub - Principal Register
Sep 25, 2013
Examiner's Amendment Entered
Sep 25, 2013
Notification Of Examiners Amendment E-Mailed
Sep 25, 2013
Examiners Amendment E-Mailed
Sep 25, 2013
Examiners Amendment -Written
Sep 23, 2013
Assigned To Examiner
Jul 19, 2013
Notice Of Design Search Code E-Mailed
Jul 18, 2013
New Application Office Supplied Data Entered
Jul 13, 2013
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24