WEALTH STRATEGY PARTNERS
Live / Registered — Registered and renewed (as of 30 Sept 2025)
What this means for you
Registered since 29 Dec 2015. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 29 Dec 2025).
Record
- Serial number
- 86609541
- Registration number
- 4878901
- Mark type
- Stylized text
- Filed
- 24 Apr 2015
- Registered
- 29 Dec 2015
- Next maintenance due
- 29 Dec 2025
- Attorney of record
- Ian D. Gates
Goods and services
- Class 036 — Insurance and financial 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
Owner
- WS Partners, LLC, Portland, OR, US
- WS Partners, LLC, Portland, OR, US
Prosecution history
- 30 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 30 Sept 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 30 Sept 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 30 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 05 Jun 2025 — TEAS SECTION 8 & 9 RECEIVED
- 11 Feb 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 11 Feb 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 11 Feb 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 29 Dec 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 02 Mar 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 02 Mar 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 02 Mar 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 29 Dec 2020 — TEAS SECTION 8 RECEIVED
- 29 Dec 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 25 Sept 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED