ONE WEALTH ADVISORS

What this means for you

Registered since 07 Feb 2017. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

86754906

Registration number

5135364

Mark type

Stylized text

Filed

11 Sept 2015

Published for opposition

22 Nov 2016

Registered

07 Feb 2017

Attorney of record

B. Anna McCoy

Goods and services

• Class 036 — Insurance and financial services: 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

Owner

• One Wealth Advisors, LLC, San Francisco, CA, US
• One Wealth Advisors, LLC, San Francisco, CA, US
• One Wealth Advisors, LLC, San Francisco, CA, US

Prosecution history

• 07 Feb 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
• 23 Jun 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
• 23 Jun 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
• 23 Jun 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 28 Dec 2022 — TEAS SECTION 8 & 15 RECEIVED
• 07 Feb 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
• 18 Apr 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 07 Feb 2017 — REGISTERED-PRINCIPAL REGISTER
• 22 Nov 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 22 Nov 2016 — PUBLISHED FOR OPPOSITION
• 02 Nov 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 17 Oct 2016 — LAW OFFICE PUBLICATION REVIEW COMPLETED
• 13 Oct 2016 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 13 Oct 2016 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 13 Oct 2016 — CORRESPONDENCE RECEIVED IN LAW OFFICE