WEALTH STRATEGY PARTNERS

Live / Registered — Registered (as of 10 Feb 2026)

What this means for you

Registered since 10 Feb 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99226321
Registration number
8133697
Mark type
Design + words
Filed
10 Jun 2025
Published for opposition
23 Dec 2025
Registered
10 Feb 2026
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; Individual retirement account 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; Insurance brokerage

Owner

Prior registrations

Prosecution history

  • 10 Feb 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 10 Feb 2026 — REGISTERED-PRINCIPAL REGISTER
  • 23 Dec 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 23 Dec 2025 — PUBLISHED FOR OPPOSITION
  • 17 Dec 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 30 Nov 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 14 Nov 2025 — EXAMINER'S AMENDMENT ENTERED
  • 14 Nov 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 14 Nov 2025 — EXAMINERS AMENDMENT E-MAILED
  • 14 Nov 2025 — EXAMINERS AMENDMENT -WRITTEN
  • 29 Oct 2025 — ASSIGNED TO EXAMINER
  • 17 Oct 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 17 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 10 Jun 2025 — APPLICATION FILING RECEIPT MAILED
  • 10 Jun 2025 — NEW APPLICATION ENTERED

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