ONE WEALTH ADVISORS Trademark

Trademark Overview


On Friday, September 11, 2015, a trademark application was filed for ONE WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the ONE WEALTH ADVISORS trademark a serial number of 86754906. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, June 23, 2023. This trademark is owned by One Wealth Advisors, LLC. The ONE WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management
one wealth advisors

General Information


Serial Number86754906
Word MarkONE WEALTH ADVISORS
Filing DateFriday, September 11, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, June 23, 2023
Registration Number5135364
Registration DateTuesday, February 7, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 22, 2016

Trademark Statements


Goods and ServicesFinancial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management
Disclaimer with Predetermined Text"WEALTH ADVISORS"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 16, 2015
Primary Code036
First Use Anywhere DateFriday, September 4, 2015
First Use In Commerce DateFriday, September 4, 2015

Trademark Owner History


Party NameOne Wealth Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSan Francisco, CA 94102

Party NameOne Wealth Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSan Francisco, CA 94102

Party NameOne Wealth Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Francisco, CA 94102

Trademark Events


Event DateEvent Description
Friday, June 23, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, June 23, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, June 23, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, December 28, 2022TEAS SECTION 8 & 15 RECEIVED
Monday, February 7, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, April 18, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 7, 2017REGISTERED-PRINCIPAL REGISTER
Tuesday, November 22, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 22, 2016PUBLISHED FOR OPPOSITION
Wednesday, November 2, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, October 17, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, October 13, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, October 13, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 13, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, October 6, 2016ASSIGNED TO LIE
Thursday, September 29, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, July 27, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, July 27, 2016NON-FINAL ACTION E-MAILED
Wednesday, July 27, 2016NON-FINAL ACTION WRITTEN
Wednesday, July 6, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, July 5, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 5, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, January 5, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, January 5, 2016NON-FINAL ACTION E-MAILED
Tuesday, January 5, 2016NON-FINAL ACTION WRITTEN
Monday, December 28, 2015ASSIGNED TO EXAMINER
Wednesday, September 16, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 15, 2015NEW APPLICATION ENTERED