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Official data from USPTO

WEALTHSOURCE

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

WEALTHSOURCE

ST13

US500000086922253

Class

36

Filing

86922253

Registration

5207415

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

44

Latest update

05/26/2026

Trademark type

Word

Nice classes

36

Filing date

02/27/2016

Registration date

05/23/2017

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/14/2023

Last transaction

05/26/2026

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

02/01/2016

First use in commerce

02/18/2016

Drawing code

4

Owner type

16

Owner location

ATLANTA, GA, US

Examiner

RADEMACHER, APRIL LUEDERS

Law office

L80

Current location

TMEG LAW OFFICE 108

Holders and representatives

Holders

ONEDIGITAL INVESTMENT ADVISORS LLC
WealthSource Partners, LLC

Representatives

Ashley N. Klein Bradley Arant Boult Cummings LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Investment advice; Investment advisory services; Investment consultancy; Investment management; Investment of funds; Financial serviceswealth management services

Publications

History of USPTO decisions and trademark events.

44 publications found

REM2

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

05/23/2026

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

03/19/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

03/19/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

03/19/2026

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

03/19/2026

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

03/11/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

03/11/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

03/11/2026

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

03/11/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

04/12/2025

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

04/12/2025

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

04/12/2025

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

07/22/2024

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

01/10/2024

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

01/09/2024

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

01/09/2024

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

01/09/2024

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

01/09/2024

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

01/09/2024

NA85

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

12/14/2023

C15A

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

12/14/2023

EROP

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

12/14/2023

PR23

POST REGISTRATION ACTION MAILED - SEC. 8 & 15

11/14/2023

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

11/07/2023

PARI

TEAS VOLUNTARY AMENDMENT RECEIVED

05/18/2023

E815

TEAS SECTION 8 & 15 RECEIVED

05/10/2023

REM1

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

05/23/2022

R.PR

REGISTERED-PRINCIPAL REGISTER

05/23/2017

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/07/2017

PUBO

PUBLISHED FOR OPPOSITION

03/07/2017

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

02/15/2017

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

01/27/2017

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

12/17/2016

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

12/16/2016

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

12/16/2016

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

12/15/2016

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

12/15/2016

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

06/20/2016

GNRT

NON-FINAL ACTION E-MAILED

06/20/2016

CNRT

NON-FINAL ACTION WRITTEN

06/20/2016

DOCK

ASSIGNED TO EXAMINER

06/11/2016

MPMK

NOTICE OF PSEUDO MARK E-MAILED

03/03/2016

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/02/2016

NWAP

NEW APPLICATION ENTERED

03/02/2016

Continuous trademark protection

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