WEALTHSOURCE Trademark

Trademark Overview

On Saturday, February 27, 2016, a trademark application was filed for WEALTHSOURCE with the United States Patent and Trademark Office. The USPTO has given the WEALTHSOURCE trademark a serial number of 86922253. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, December 14, 2023. This trademark is owned by WealthSource Partners, LLC. The WEALTHSOURCE trademark is filed in the Insurance & Financial Services category with the following description:

Investment advice; Investment advisory services; Investment consultancy; Investment management; Investment of funds; Financial services, namely, wealth management services
wealthsource

General Information

Serial Number86922253
Word MarkWEALTHSOURCE
Filing DateSaturday, February 27, 2016
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateThursday, December 14, 2023
Registration Number5207415
Registration DateTuesday, May 23, 2017
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 7, 2017

Trademark Statements

Pseudo MarkWEALTH SOURCE
Goods and ServicesInvestment advice; Investment advisory services; Investment consultancy; Investment management; Investment of funds; Financial services, namely, wealth management services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 2, 2016
Primary Code036
First Use Anywhere DateMonday, February 1, 2016
First Use In Commerce DateThursday, February 18, 2016

Trademark Owner History

Party NameONEDIGITAL INVESTMENT ADVISORS LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressATLANTA, GA 30339
Party NameWealthSource Partners, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSan Luis Obispo, CA 93401
Party NameWealthSource Partners, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSan Luis Obispo, CA 93401
Party NameWealthSource Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Luis Obispo, CA 93401

Trademark Events

Event DateEvent Description
Saturday, June 11, 2016ASSIGNED TO EXAMINER
Wednesday, March 2, 2016NEW APPLICATION ENTERED
Wednesday, March 2, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, March 3, 2016NOTICE OF PSEUDO MARK E-MAILED
Monday, June 20, 2016NON-FINAL ACTION WRITTEN
Monday, June 20, 2016NON-FINAL ACTION E-MAILED
Monday, June 20, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, December 15, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, December 15, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, December 16, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, December 16, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, December 17, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, January 27, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 15, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 7, 2017PUBLISHED FOR OPPOSITION
Tuesday, March 7, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 23, 2017REGISTERED-PRINCIPAL REGISTER
Monday, May 23, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, May 10, 2023TEAS SECTION 8 & 15 RECEIVED
Thursday, May 18, 2023TEAS VOLUNTARY AMENDMENT RECEIVED
Tuesday, January 9, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, January 9, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, January 9, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, January 9, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, January 9, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, January 10, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, November 7, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, November 14, 2023POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Thursday, December 14, 2023TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Thursday, December 14, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, December 14, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, July 22, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

wealthsource investment services management namely wealth financial consultancy advice advisory funds