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Official data from USPTO

BOSTON HARBOR WEALTH ADVISORS

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

BOSTON HARBOR WEALTH ADVISORS

ST13

US500000088778726

Class

36

Filing

88778726

Registration

6198691

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

23

Latest update

06/18/2026

Trademark type

Word

Nice classes

36

Filing date

01/30/2020

Registration date

11/17/2020

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

11/17/2020

Last transaction

06/18/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

07/02/2015

First use in commerce

07/02/2015

Drawing code

4

Owner type

16

Owner location

Westborough, MA, US

Examiner

HERRERA-MARCUS, ROSELLE MORALDE

Law office

N60

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Boston Harbor Wealth Advisors, LLC

Representatives

Sean F. Mellino McDonald Hopkins LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial advice; Financial analysis and consultation; Financial consultancy; Financial consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial serviceswealth management services; Investment advice; Investment advisory services; Investment consultation; Investment management; Strategic financial advisory services

Publications

History of USPTO decisions and trademark events.

23 publications found

E815

TEAS SECTION 8 & 15 RECEIVED

06/17/2026

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

11/17/2025

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/08/2022

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

06/08/2022

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

06/08/2022

R.PR

REGISTERED-PRINCIPAL REGISTER

11/17/2020

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

09/01/2020

PUBO

PUBLISHED FOR OPPOSITION

09/01/2020

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

08/12/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

07/28/2020

XAEC

EXAMINER'S AMENDMENT ENTERED

07/28/2020

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

07/28/2020

GNEA

EXAMINERS AMENDMENT E-MAILED

07/28/2020

CNEA

EXAMINERS AMENDMENT -WRITTEN

07/28/2020

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

07/25/2020

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

07/24/2020

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

07/24/2020

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

04/23/2020

GNRT

NON-FINAL ACTION E-MAILED

04/23/2020

CNRT

NON-FINAL ACTION WRITTEN

04/23/2020

DOCK

ASSIGNED TO EXAMINER

04/20/2020

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

02/04/2020

NWAP

NEW APPLICATION ENTERED

02/03/2020

Continuous trademark protection

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