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ONE WEALTH ADVISORS
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 23 Jun 2023

Last Applicant/ Owned by

1145 Market Street

San Francisco

CA

94102

Serial Number

86754906 filed on 11th Sep 2015

Registration Number

5135364 registered on 07th Feb 2017

in the Principal Register

Correspondent Address

B. Anna McCoy

B. Anna McCoy

1410 NW Johnson St.

Suite 201

Portland, OR 97209

Filing Basis

1. use application currently

Disclaimer

NO DATA

ONE WEALTH ADVISORS

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management


First Use Date in General

04th Sep 2015

First Use Date in Commerce

04th Sep 2015

Specimens


ONE WEALTH ADVISORS specimenONE WEALTH ADVISORS specimen

Mark Details


Serial Number

No 86754906

Mark Type

No Service Mark

Attorney Docket Number

No DFPO15406

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
23rd Jun 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
23rd Jun 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
23rd Jun 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
28th Dec 2022TEAS SECTION 8 & 15 RECEIVED
07th Feb 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
18th Apr 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
07th Feb 2017REGISTERED-PRINCIPAL REGISTER
22nd Nov 2016PUBLISHED FOR OPPOSITION
22nd Nov 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02th Nov 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED