NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
02/10/2026
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Official data from USPTO
WEALTH STRATEGY PARTNERS
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
15
Latest update
02/11/2026
Trademark type
Combined
Nice classes
36
Filing date
06/10/2025
Registration date
02/10/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/10/2026
Last transaction
02/11/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
06/09/2025
First use in commerce
06/09/2025
Drawing code
3
Owner type
16
Owner location
Portland, OR
Examiner
JENKINS JR, CHARLES L
Law office
M30
Current location
FILE REPOSITORY (FRANCONIA)
Mark description
The mark consists of 2-dimensional image of a rook above the words Wealth Strategy Partners.
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; Individual retirement account 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; Insurance brokerage
Publications
History of USPTO decisions and trademark events.
15 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
02/10/2026
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/23/2025
PUBO
PUBLISHED FOR OPPOSITION
12/23/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/17/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/30/2025
XAEC
EXAMINER'S AMENDMENT ENTERED
11/14/2025
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
11/14/2025
GNEA
EXAMINERS AMENDMENT E-MAILED
11/14/2025
CNEA
EXAMINERS AMENDMENT -WRITTEN
11/14/2025
DOCK
ASSIGNED TO EXAMINER
10/29/2025
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
10/17/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/17/2025
MAFR
APPLICATION FILING RECEIPT MAILED
06/10/2025
NWAP
NEW APPLICATION ENTERED
06/10/2025
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