Legal Representation
Attorney
Robert Kimmer
USPTO Deadlines
Next Deadline
2932 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20140128)
Due Date
January 28, 2034
Grace Period Ends
July 28, 2034
Application History
34 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| May 6, 2025 | NURC | C | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED | Loading... |
| Apr 15, 2025 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | Loading... |
| Apr 15, 2025 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | Loading... |
| Apr 15, 2025 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | Loading... |
| Apr 15, 2025 | A7OK | O | AMENDMENT UNDER SECTION 7 - PROCESSED | Loading... |
| Apr 8, 2025 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Apr 8, 2025 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Oct 24, 2024 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Oct 23, 2024 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jul 29, 2024 | ES7R | I | TEAS SECTION 7 REQUEST RECEIVED | Loading... |
| Jul 29, 2024 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Jan 28, 2023 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Mar 24, 2020 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Mar 24, 2020 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Mar 24, 2020 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jan 28, 2020 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Jan 28, 2019 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Feb 23, 2016 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Oct 7, 2015 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jan 28, 2014 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Nov 12, 2013 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Nov 12, 2013 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Oct 23, 2013 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Oct 9, 2013 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Oct 9, 2013 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Sep 25, 2013 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 25, 2013 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Sep 25, 2013 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Sep 25, 2013 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Sep 25, 2013 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Sep 23, 2013 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jul 19, 2013 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Jul 18, 2013 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jul 13, 2013 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
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
First Use Anywhere:
Jul 1, 2013
First Use in Commerce:
Jul 1, 2013
Additional Information
Design Mark
The mark consists of THE WORDS "SANDY" AND "SPRING," AND THE WORDS "WEALTH MANAGEMENT." TO THE LEFT OF THE WORDING IS A STYLIZED 'B' COMPRISED OF VARIOUS CURVED SHAPES.
Color Claim
Color is not claimed as a feature of the mark.
Other
The drawing is amended to appear as follows: PUBLISH NEW CUT In the statement, Mark Description is updated.
Other
as to "SANDY SPRING"
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"