WEALTH STRATEGY PARTNERS - Trademark Details
Status: 701 - Section 8-Accepted
Serial Number
86609541
Registration Number
4878901
Word Mark
WEALTH STRATEGY PARTNERS
Status
701 - Section 8-Accepted
Status Date
2021-03-02
Filing Date
2015-04-24
Registration Number
4878901
Registration Date
2015-12-29
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
M20
Employee Name
DUBOIS, SUSAN L
Statements
Disclaimer with Predetermined Text
"PARTNERS"
Goods and Services
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 brokerage
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2015-05-06
Primary Code
036
First Use Anywhere Date
2015-01-14
First Use In Commerce Date
2015-01-14
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Ian D. Gates
Address
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Trademark Events
| Event Date | Event Description |
| 2015-04-28 | NEW APPLICATION ENTERED IN TRAM |
| 2015-05-06 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2015-08-04 | ASSIGNED TO EXAMINER |
| 2015-08-04 | NON-FINAL ACTION WRITTEN |
| 2015-08-04 | NON-FINAL ACTION MAILED |
| 2015-09-23 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2015-09-23 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2015-09-23 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2015-10-01 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 2015-10-09 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2015-10-09 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 2015-11-11 | ASSIGNED TO LIE |
| 2015-11-21 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2015-12-29 | REGISTERED-SUPPLEMENTAL REGISTER |
| 2020-09-25 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2020-09-25 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2020-09-25 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2020-09-25 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2020-09-25 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 2020-12-29 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 2020-12-29 | TEAS SECTION 8 RECEIVED |
| 2021-03-02 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2021-03-02 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| 2021-03-02 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
