BRISTOL WEALTH GROUP
Live / Registered — Registered — Section 8 accepted (as of 14 May 2025)
What this means for you
Registered since 25 Jun 2019. 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 (next due by 25 Jun 2029: the §8 & §9 renewal).
Record
- Serial number
- 87768026
- Registration number
- 5789944
- Mark type
- Word mark
- Filed
- 24 Jan 2018
- Registered
- 25 Jun 2019
- Next maintenance filing
- §8 & §9 renewal, due by 25 Jun 2029 (grace period to 25 Dec 2029)
- Attorney of record
- John J. Brooks III
Goods and services
- Class 036 — Insurance and financial services: Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial consultation; Financial consulting; Financial information and advisory services; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services
Owner
- BRISTOL COUNTY SAVINGS BANK, Taunton, MA, US
- BRISTOL COUNTY SAVINGS BANK, Taunton, MA, US
Prosecution history
- 14 May 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 14 May 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 14 May 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Dec 2024 — TEAS SECTION 8 RECEIVED
- 25 Jun 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 25 Jun 2019 — REGISTERED-SUPPLEMENTAL REGISTER
- 20 May 2019 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 13 May 2019 — ASSIGNED TO LIE
- 27 Apr 2019 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 26 Apr 2019 — EXAMINER'S AMENDMENT ENTERED
- 26 Apr 2019 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 26 Apr 2019 — EXAMINERS AMENDMENT E-MAILED
- 26 Apr 2019 — EXAMINERS AMENDMENT -WRITTEN
- 30 Nov 2018 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 30 Nov 2018 — FINAL REFUSAL E-MAILED