BOSTON PRIVATE WEALTH

What this means for you

Registered since 18 Jul 2017. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (the §8 & §9 renewal is due by 18 Jul 2027, and its filing window is open now).

Record

Serial number

87291371

Registration number

5246418

Mark type

Design + words

Filed

06 Jan 2017

Published for opposition

02 May 2017

Registered

18 Jul 2017

Next maintenance filing

§8 & §9 renewal, due by 18 Jul 2027 (grace period to 18 Jan 2028)

Attorney of record

Kelly Phair McCarthy

Goods and services

• Class 036 — Insurance and financial services: banking services; private banking services; trust company services; wealth management services

Owner

• SVB FINANCIAL TRUST, SAN RAMON, CA, US
• SVB FINANCIAL GROUP, San Ramon, CA, US
• Boston Private Financial Holdings, Inc., Boston, MA, US
• Boston Private Financial Holdings, Inc., Boston, MA, US
• Boston Private Financial Holdings, Inc., Boston, MA, US

Prior registrations

• Registration 3018909
• Registration 4770228

Prosecution history

• 18 Jul 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
• 01 Oct 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
• 23 Jul 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 23 Jul 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 23 Jul 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 23 Jul 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 23 Jul 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
• 19 May 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
• 19 May 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
• 06 May 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 18 Jan 2024 — TEAS SECTION 8 RECEIVED
• 18 Jul 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
• 04 May 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
• 12 Oct 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 12 Oct 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED