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Official data from USPTO

ONE WEALTH ADVISORS

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

Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.

Active USPTO registrationType: WordOffice: United States

Quick snapshot

ONE WEALTH ADVISORS

ST13

US500000086754906

Class

36

Filing

86754906

Registration

5135364

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

29

Latest update

02/08/2026

Trademark type

Word

Nice classes

36

Filing date

09/11/2015

Registration date

02/07/2017

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/23/2023

Last transaction

02/08/2026

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

09/04/2015

First use in commerce

09/04/2015

Drawing code

4

Owner type

16

Owner location

San Francisco, CA

Examiner

PAINTER, VALERIYA SHERMAN

Law office

N30

Current location

TMO LAW OFFICE 121

Holders and representatives

Holders

One Wealth Advisors, LLC

Representatives

B. Anna McCoy McCoy Russell LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial servicesinvestment fund transfer and transaction servicesinvestment security servicesestate settlement services; wealth management services; investment servicesfinancial asset allocationcash flow managementinvestment consultationinvestment 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

Publications

History of USPTO decisions and trademark events.

29 publications found

REM2

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

02/07/2026

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

06/23/2023

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

06/23/2023

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/23/2023

E815

TEAS SECTION 8 & 15 RECEIVED

12/28/2022

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

02/07/2022

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

04/18/2017

R.PR

REGISTERED-PRINCIPAL REGISTER

02/07/2017

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

11/22/2016

PUBO

PUBLISHED FOR OPPOSITION

11/22/2016

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

11/02/2016

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

10/17/2016

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

10/13/2016

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

10/13/2016

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

10/13/2016

ALIE

ASSIGNED TO LIE

10/06/2016

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

09/29/2016

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

07/27/2016

GNRT

NON-FINAL ACTION E-MAILED

07/27/2016

CNRT

NON-FINAL ACTION WRITTEN

07/27/2016

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

07/06/2016

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

07/05/2016

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

07/05/2016

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

01/05/2016

GNRT

NON-FINAL ACTION E-MAILED

01/05/2016

CNRT

NON-FINAL ACTION WRITTEN

01/05/2016

DOCK

ASSIGNED TO EXAMINER

12/28/2015

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

09/16/2015

NWAP

NEW APPLICATION ENTERED

09/15/2015

Continuous trademark protection

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