TrademarkDir
WEALTH STRATEGY PARTNERS
LIVE

Serial Number

86609541

Owner

WS Partners, LLC

Attorney

Ian D. Gates

First Use Date

Jan 14, 2015

Filing Date

Apr 24, 2015

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WEALTH STRATEGY PARTNERS Trademark

Serial Number: 86609541 • Registration: 4878901

WEALTH STRATEGY PARTNERS is a trademark filed by WS Partners, LLC on April 24, 2015. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

WS Partners, LLC (2 trademarks)

Portland, OR 97223

Entity Type: 16

Trademark Details

Filing Date

April 24, 2015

Registration Date

December 29, 2015

First Use Anywhere

January 14, 2015

First Use in Commerce

January 14, 2015

Goods & Services

financial planning; financial advice, namely, budget planning; financial planning and investment advisory services; financial planning consultation; financial planning for retirement; financial services, namely, wealth 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 services, namely, wealth management services; providing financial services with respect to securities and other financial instruments and products, namely, trading 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

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Sep 30, 2025 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Sep 30, 2025 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Sep 30, 2025 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 30, 2025 APRE
TEAS SECTION 8 & 9 RECEIVED
Jun 5, 2025 E89R
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 11, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 11, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 11, 2025 REAP
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Dec 29, 2024 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Mar 2, 2021 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Mar 2, 2021 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Mar 2, 2021 APRE
TEAS SECTION 8 RECEIVED
Dec 29, 2020 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Dec 29, 2020 REM1
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sep 25, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 25, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 25, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 25, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sep 25, 2020 COAR
REGISTERED-SUPPLEMENTAL REGISTER
Dec 29, 2015 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Nov 21, 2015 PREV
ASSIGNED TO LIE
Nov 11, 2015 ALIE
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Oct 9, 2015 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Oct 9, 2015 COAR
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Oct 1, 2015 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 23, 2015 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 23, 2015 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 23, 2015 TROA
NON-FINAL ACTION MAILED
Aug 4, 2015 CNRT
NON-FINAL ACTION WRITTEN
Aug 4, 2015 CNRT
ASSIGNED TO EXAMINER
Aug 4, 2015 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 6, 2015 NWOS
NEW APPLICATION ENTERED
Apr 28, 2015 NWAP

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