Serial Number
99226321
Owner
WS Partners, LLCAttorney
Ian D. GatesFirst Use Date
Jun 9, 2025
Filing Date
Jun 10, 2025
WEALTH STRATEGY PARTNERS Trademark
Serial Number: 99226321 • Registration: 8133697
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Ian D. Gates Kolitch Romano Dascenzo Gates LLC
621 SW Morrison Street, #1100
Portland, OR 97205
United States
Trademark Details
Filing Date
June 10, 2025
Registration Date
February 10, 2026
First Use Anywhere
June 9, 2025
First Use in Commerce
June 9, 2025
Published for Opposition
December 23, 2025
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; Individual retirement account 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; Insurance brokerage
