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Official data from USPTO

WEALTH SERVICES ALLIANCE

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

WEALTH SERVICES ALLIANCE

ST13

US500000076613154

Class

36

Filing

76613154

Registration

3036906

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

30

Latest update

04/07/2026

Trademark type

Word

Nice classes

36

Filing date

09/24/2004

Registration date

12/27/2005

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/17/2026

Last transaction

04/07/2026

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Supplemental Register

Filing basis

Intent to use

First use anywhere

09/30/2004

First use in commerce

09/30/2004

Drawing code

4

Owner type

03

Owner location

Dallas, TX, US

Examiner

THOMAS, AMY E

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Probity Advisors, Inc.

Representatives

Charles W. Blount, III Underwood Perkins, P.C.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

collaborative association of business and personal service providersoffering financial consulting services in the fields of accountinginsuranceinvestments and portfolio management

Publications

History of USPTO decisions and trademark events.

30 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

03/17/2026

RNL2

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

03/17/2026

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

03/17/2026

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/17/2026

E89R

TEAS SECTION 8 & 9 RECEIVED

12/29/2025

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

12/27/2024

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

11/10/2015

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

11/10/2015

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

11/10/2015

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

11/10/2015

E89R

TEAS SECTION 8 & 9 RECEIVED

09/28/2015

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

05/18/2011

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

05/18/2011

ES8R

TEAS SECTION 8 RECEIVED

04/27/2011

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

12/27/2005

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

11/15/2005

ALIE

ASSIGNED TO LIE

11/10/2005

CNEA

EXAMINERS AMENDMENT MAILED

11/08/2005

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

11/08/2005

XAEC

EXAMINER'S AMENDMENT ENTERED

11/08/2005

CNEA

EXAMINERS AMENDMENT -WRITTEN

11/08/2005

IUAA

USE AMENDMENT ACCEPTED

11/08/2005

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

10/28/2005

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

10/21/2005

IUAF

USE AMENDMENT FILED

10/19/2005

EAAU

TEAS AMENDMENT OF USE RECEIVED

10/19/2005

CNRT

NON-FINAL ACTION MAILED

04/26/2005

CNRT

NON-FINAL ACTION WRITTEN

04/26/2005

DOCK

ASSIGNED TO EXAMINER

04/26/2005

NWAP

NEW APPLICATION ENTERED

10/05/2004

Continuous trademark protection

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