USPTO serial 86006090
B SANDY SPRING WEALTH MANAGEMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 28, 2014
- Examiner
- BENMAMAN, ALICE
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Robert Kimmer
Robert Kimmer Mei & Mark LLPP.O. Box 65981Washington, DC 20035-5981United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 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 | ACTIVE | Jul 1, 2013 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 6, 2025 | NURC | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED | — |
| Apr 15, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Apr 15, 2025 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Apr 15, 2025 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Apr 15, 2025 | A7OK | AMENDMENT UNDER SECTION 7 - PROCESSED | — |
| Apr 8, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 8, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 24, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 23, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 29, 2024 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Jul 29, 2024 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jan 28, 2023 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Mar 24, 2020 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Mar 24, 2020 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Mar 24, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 28, 2020 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jan 28, 2019 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 23, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 7, 2015 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 28, 2014 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Nov 12, 2013 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 12, 2013 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Oct 23, 2013 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 9, 2013 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Oct 9, 2013 | ALIE | ASSIGNED TO LIE | — |
| Sep 25, 2013 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 25, 2013 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Sep 25, 2013 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Sep 25, 2013 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Sep 25, 2013 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Sep 23, 2013 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 19, 2013 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jul 18, 2013 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 13, 2013 | NWAP | NEW APPLICATION ENTERED | — |