B SANDY SPRING WEALTH MANAGEMENT

Serial Number 86006090
Registration 4475312
800

Registration Progress

Application Filed
Jul 10, 2013
Under Examination
Approved for Publication
Nov 12, 2013
Published for Opposition
Nov 12, 2013
Registered
Jan 28, 2014

Trademark Image

B SANDY SPRING WEALTH MANAGEMENT

Basic Information

Serial Number
86006090
Registration Number
4475312
Filing Date
July 10, 2013
Registration Date
January 28, 2014
Published for Opposition
November 12, 2013
Renewal Date
January 28, 2024
Drawing Code
3

Status Summary

Current Status
Active
Status Code
800
Status Date
Apr 15, 2025
Registration
Registered
Classes
036

Rights Holder

SANDY SPRING BANK

03
Address
17801 Georgia Avenue
Olney, MD 20832

Ownership History

SANDY SPRING BANK

Original Applicant
03
Olney, MD

SANDY SPRING BANK

Owner at Publication
03
Olney, MD

SANDY SPRING BANK

Original Registrant
03
Olney, MD

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"