WEALTH STRATEGY PARTNERS Trademark

Trademark Overview


On Friday, April 24, 2015, a trademark application was filed for WEALTH STRATEGY PARTNERS with the United States Patent and Trademark Office. The USPTO has given the WEALTH STRATEGY PARTNERS trademark a serial number of 86609541. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Tuesday, March 2, 2021. This trademark is owned by WS Partners, LLC. The WEALTH STRATEGY PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:

financial planning; financial advice, namely, budget planning; financial planning and investment advisory services; financial planning consultation; financial planning for retirement; financial services, namely, wealth management services; financial advice and consultancy services; financial portfolio analysis services; financial retirement plan consulting services; financial administration of retirement plans; financial planning for retirement; individual retirement account services; financial services, namely, wealth management services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; advice relating to investments; investment advisory services; investment advice; investment consultation; investment management; investment of funds for others; investment risk assessment services; estate planning; insurance consultation; and insurance...
wealth strategy partners

General Information


Serial Number86609541
Word MarkWEALTH STRATEGY PARTNERS
Filing DateFriday, April 24, 2015
Status701 - SECTION 8 - ACCEPTED
Status DateTuesday, March 2, 2021
Registration Number4878901
Registration DateTuesday, December 29, 2015
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Disclaimer with Predetermined Text"PARTNERS"
Goods and Servicesfinancial planning; financial advice, namely, budget planning; financial planning and investment advisory services; financial planning consultation; financial planning for retirement; financial services, namely, wealth management services; financial advice and consultancy services; financial portfolio analysis services; financial retirement plan consulting services; financial administration of retirement plans; financial planning for retirement; individual retirement account services; financial services, namely, wealth management services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; advice relating to investments; investment advisory services; investment advice; investment consultation; investment management; investment of funds for others; investment risk assessment services; estate planning; insurance consultation; and insurance brokerage

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, May 6, 2015
Primary Code036
First Use Anywhere DateWednesday, January 14, 2015
First Use In Commerce DateWednesday, January 14, 2015

Trademark Owner History


Party NameWS Partners, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPortland, OR 97223

Party NameWS Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPortland, OR 97223

Trademark Events


Event DateEvent Description
Tuesday, March 2, 2021NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, March 2, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, March 2, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, December 29, 2020TEAS SECTION 8 RECEIVED
Tuesday, December 29, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, September 25, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, September 25, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, September 25, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, September 25, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, September 25, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, December 29, 2015REGISTERED-SUPPLEMENTAL REGISTER
Saturday, November 21, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, November 11, 2015ASSIGNED TO LIE
Friday, October 9, 2015APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, October 9, 2015TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, October 1, 2015APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, September 23, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, September 23, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 23, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, August 4, 2015NON-FINAL ACTION MAILED
Tuesday, August 4, 2015NON-FINAL ACTION WRITTEN
Tuesday, August 4, 2015ASSIGNED TO EXAMINER
Wednesday, May 6, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, April 28, 2015NEW APPLICATION ENTERED IN TRAM