NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
09/30/2025
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Official data from USPTO
WEALTH STRATEGY PARTNERS
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WEALTH STRATEGY PARTNERS
ST13
US500000086609541Class
36
Filing
86609541
Registration
4878901
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
33
Latest update
10/10/2025
Trademark type
Word
Nice classes
36
Filing date
04/24/2015
Registration date
12/29/2015
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/30/2025
Last transaction
10/10/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Supplemental Register
First use anywhere
01/14/2015
First use in commerce
01/14/2015
Drawing code
4
Owner type
16
Owner location
Portland, OR
Examiner
DUBOIS,SUSAN L
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
WS Partners, LLC
Representatives
Ian D. Gates Kolitch Romano Dascenzo Gates LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
financial planning; financial advicebudget planning; financial planning and investment advisory services; financial planning consultation; financial planning for retirement; financial serviceswealth 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 serviceswealth management services; providing financial services with respect to securities and other financial instruments and productstrading 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
Publications
History of USPTO decisions and trademark events.
33 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
09/30/2025
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
09/30/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/30/2025
E89R
TEAS SECTION 8 & 9 RECEIVED
06/05/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/11/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/11/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/11/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
12/29/2024
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
03/02/2021
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
03/02/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/02/2021
ES8R
TEAS SECTION 8 RECEIVED
12/29/2020
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
12/29/2020
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
09/25/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/25/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/25/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/25/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
09/25/2020
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
12/29/2015
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
11/21/2015
ALIE
ASSIGNED TO LIE
11/11/2015
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
10/09/2015
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
10/09/2015
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
10/01/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/23/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/23/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/23/2015
CNRT
NON-FINAL ACTION MAILED
08/04/2015
CNRT
NON-FINAL ACTION WRITTEN
08/04/2015
DOCK
ASSIGNED TO EXAMINER
08/04/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/06/2015
NWAP
NEW APPLICATION ENTERED
04/28/2015
Continuous trademark protection
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