TrademarkDir
WEALTHSOURCE
LIVE

Serial Number

86922253

Owner

WealthSource Partners, LLC

Attorney

Ashley N. Klein

First Use Date

Feb 1, 2016

Filing Date

Feb 27, 2016

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WEALTHSOURCE Trademark

Serial Number: 86922253 • Registration: 5207415

WEALTHSOURCE is a trademark filed by WealthSource Partners, LLC on February 27, 2016. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

WealthSource Partners, LLC (3 trademarks)

Suite 240
San Luis Obispo, CA 93401

Entity Type: 16

ONEDIGITAL INVESTMENT ADVISORS LLC (11 trademarks)

1201 NW BRIARCLIFF PARKWAY
KANSAS CITY, MO 64116

Entity Type: 16

Trademark Details

Filing Date

February 27, 2016

Registration Date

May 23, 2017

First Use Anywhere

February 1, 2016

First Use in Commerce

February 18, 2016

Published for Opposition

March 7, 2017

Goods & Services

Investment advice; Investment advisory services; Investment consultancy; Investment management; Investment of funds; Financial services, namely, wealth management services

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
May 23, 2026 REM2
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Mar 19, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 19, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 19, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 19, 2026 REAP
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Mar 11, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 11, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 11, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 11, 2026 REAP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 12, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 12, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 12, 2025 REAP
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 22, 2024 ASCK
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 10, 2024 ASGN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 9, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 9, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 9, 2024 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jan 9, 2024 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jan 9, 2024 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Dec 14, 2023 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Dec 14, 2023 C15A
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Dec 14, 2023 EROP
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Nov 14, 2023 PR23
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 7, 2023 APRE
TEAS VOLUNTARY AMENDMENT RECEIVED
May 18, 2023 PARI
TEAS SECTION 8 & 15 RECEIVED
May 10, 2023 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 23, 2022 REM1
REGISTERED-PRINCIPAL REGISTER
May 23, 2017 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 7, 2017 NPUB
PUBLISHED FOR OPPOSITION
Mar 7, 2017 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 15, 2017 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 27, 2017 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 17, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 16, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 16, 2016 TROA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 15, 2016 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 15, 2016 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 20, 2016 GNRN
NON-FINAL ACTION E-MAILED
Jun 20, 2016 GNRT
NON-FINAL ACTION WRITTEN
Jun 20, 2016 CNRT
ASSIGNED TO EXAMINER
Jun 11, 2016 DOCK
NOTICE OF PSEUDO MARK E-MAILED
Mar 3, 2016 MPMK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 2, 2016 NWOS
NEW APPLICATION ENTERED
Mar 2, 2016 NWAP

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