USPTO serial 86922253
WEALTHSOURCE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 23, 2017
- Examiner
- RADEMACHER, APRIL LUEDERS
- Law office
- TMEG LAW OFFICE 108
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
San Luis Obispo, CA, US
San Luis Obispo, CA, US
San Luis Obispo, CA, US
ONEDIGITAL INVESTMENT ADVISORS LLC
ATLANTA, GA, US
Other trademarks owned by ONEDIGITAL INVESTMENT ADVISORS LLC
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Ashley N. Klein
Ashley N. Klein Bradley Arant Boult Cummings LLPPromenade Tower, 1230 Peachtree St. NESuite 2100Atlanta, GA 30309Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment advice; Investment advisory services; Investment consultancy; Investment management; Investment of funds; Financial services, namely, wealth management services | ACTIVE | Feb 18, 2016 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by WealthSource Partners, LLC
- Other trademarks owned by WealthSource Partners, LLC
- Other trademarks owned by WealthSource Partners, LLC
- Other trademarks owned by ONEDIGITAL INVESTMENT ADVISORS LLC
- Other trademarks in Class 036
- Similar marks named WEALTHSOURCE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 23, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Mar 19, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Mar 19, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 19, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 19, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 11, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Mar 11, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 11, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 11, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 12, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 12, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Apr 12, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 22, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jan 10, 2024 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 9, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 9, 2024 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 9, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 9, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jan 9, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 14, 2023 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Dec 14, 2023 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Dec 14, 2023 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Nov 14, 2023 | PR23 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 | — |
| Nov 7, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 18, 2023 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| May 10, 2023 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 23, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 23, 2017 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Mar 7, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 7, 2017 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Feb 15, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 27, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 17, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 16, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 16, 2016 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 15, 2016 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 15, 2016 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 20, 2016 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 20, 2016 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 20, 2016 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 11, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 3, 2016 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Mar 2, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 2, 2016 | NWAP | NEW APPLICATION ENTERED | — |