WEALTHSOURCE
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 14 Dec 2023)
What this means for you
Registered since 23 May 2017. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86922253
- Registration number
- 5207415
- Mark type
- Stylized text
- Filed
- 27 Feb 2016
- Published for opposition
- 07 Mar 2017
- Registered
- 23 May 2017
- Attorney of record
- Ashley N. Klein
Goods and services
- Class 036 — Insurance and financial services: Investment advice; Investment advisory services; Investment consultancy; Investment management; Investment of funds; Financial services, namely, wealth management services
Owner
- ONEDIGITAL INVESTMENT ADVISORS LLC, ATLANTA, GA, US
- WealthSource Partners, LLC, San Luis Obispo, CA, US
- WealthSource Partners, LLC, San Luis Obispo, CA, US
- WealthSource Partners, LLC, San Luis Obispo, CA, US
Prosecution history
- 19 Mar 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 19 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 19 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 19 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 11 Mar 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 11 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 11 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 11 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 12 Apr 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 12 Apr 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 12 Apr 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 22 Jul 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 10 Jan 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 09 Jan 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 09 Jan 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED