WEALTHSOURCE

WealthSource Partners, LLC

Application Filed: 2016-02-27

Trademark Application Details

Status

700

Live/Registered

REGISTERED

Research	OneLook Acronym Finder
Serial Number	86922253
Registration Number	5207415
Mark Drawing Code	4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form
Attorney Name	Lisa L. Toke
Attorney Docket Number	WESOPA01
Law Office Assigned	L80
Employee Name	RADEMACHER, APRIL LEUD

Timeline

2016-02-01	Date of First Use
2016-02-27	Application Filed
2017-03-07	Published for Opposition
2017-05-23	Location: PUBLICATION AND ISSUE SECTION
2017-05-23	Status: Live/Registered
2017-05-23	Trademark Registered
2018-07-08	Transaction Date

Trademark Applicants & Owners

Owner:	WealthSource Partners, LLC
Address	Suite 240 1880 Santa Barbara Ave San Luis Obispo CA 93401
Legal Entity Type	Limited Liability Company
Legal Entity State	CA

Documents

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Attorney of Record

Lisa L. Toke
Andre, Morris & Buttery
1102 Laurel Lane
San Luis Obispo CA 93401

Good, Services, and Codes

International Codes:	36
U.S. Codes:	100,101,102

Type Code	Type
GS0361	Investment advice; Investment advisory services; Investment consultancy; Investment management; Investment of funds; Financial services, namely, wealth management services

Trademark Filing History

Description	Date	Event Coding
NEW APPLICATION ENTERED IN TRAM	2016-03-02	1 NWAP I:Incoming Correspondence
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM	2016-03-02	2 NWOS I:Incoming Correspondence
NOTICE OF PSEUDO MARK E-MAILED	2016-03-03	3 MPMK E:E-Mail
ASSIGNED TO EXAMINER	2016-06-11	4 DOCK D:Assigned to Examiner
NON-FINAL ACTION WRITTEN	2016-06-20	5 CNRT R:Renewal
NON-FINAL ACTION E-MAILED	2016-06-20	6 GNRT F:First Action
NOTIFICATION OF NON-FINAL ACTION E-MAILED	2016-06-20	7 GNRN O:Outgoing Correspondence
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED	2016-12-15	8 REAP I:Incoming Correspondence
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED	2016-12-15	9 ARAA I:Incoming Correspondence
TEAS RESPONSE TO OFFICE ACTION RECEIVED	2016-12-16	10 TROA I:Incoming Correspondence
CORRESPONDENCE RECEIVED IN LAW OFFICE	2016-12-16	11 CRFA I:Incoming Correspondence
TEAS/EMAIL CORRESPONDENCE ENTERED	2016-12-17	12 TEME I:Incoming Correspondence
APPROVED FOR PUB - PRINCIPAL REGISTER	2017-01-27	13 CNSA O:Outgoing Correspondence
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED	2017-02-15	14 NONP E:E-Mail
PUBLISHED FOR OPPOSITION	2017-03-07	15 PUBO A:Allowance for Publication
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED	2017-03-07	16 NPUB E:E-Mail
REGISTERED-PRINCIPAL REGISTER	2017-05-23	17 R.PR A:Allowance for Publication
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED	2022-05-23	18 REM1 E:E-Mail
TEAS SECTION 8 & 15 RECEIVED	2023-05-10	19 E815 I:Incoming Correspondence
TEAS VOLUNTARY AMENDMENT RECEIVED	2023-05-18	20 PARI I:Incoming Correspondence
CASE ASSIGNED TO POST REGISTRATION PARALEGAL	2023-11-07	21 APRE A:Allowance for Publication
POST REGISTRATION ACTION MAILED - SEC. 8 & 15	2023-11-14	22 PR23 O:Outgoing Correspondence
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED	2023-12-14	23 EROP I:Incoming Correspondence
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.	2023-12-14	24 C15A O:Outgoing Correspondence
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED	2023-12-14	25 NA85 E:E-Mail
TEAS CHANGE OF OWNER ADDRESS RECEIVED	2024-01-09	26 COAR I:Incoming Correspondence
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED	2024-01-09	27 CHAN I:Incoming Correspondence
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED	2024-01-09	28 REAP I:Incoming Correspondence
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED	2024-01-09	29 ARAA I:Incoming Correspondence
TEAS CHANGE OF CORRESPONDENCE RECEIVED	2024-01-09	30 TCCA I:Incoming Correspondence
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP	2024-01-10	31 ASGN I:Incoming Correspondence
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY	2024-07-22	32 ASCK I:Incoming Correspondence

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