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WEALTH STRATEGY PARTNERS
Live/Registered
SECTION 8-ACCEPTED

accepted

on 02 Mar 2021

Last Applicant/ Owned by

7450 SW Beveland Rd., Suite 100

Portland

OR

97223

Serial Number

86609541 filed on 24th Apr 2015

Registration Number

4878901 registered on 29th Dec 2015

in the Supplemental Register

Correspondent Address

Ian D. Gates

Ian D. Gates

1000 SW Broadway Ste 1555

Portland OR 97205-3064

Filing Basis

1. use application currently

Disclaimer

NO DATA

WEALTH STRATEGY PARTNERS

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 ret Read More

Classification Information


Class [036]
Insurance & Financial 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; financial planning for retirement; individual retirement account services; financial services, namely, wealth management 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; and insurance brokerage


First Use Date in General

14th Jan 2015

First Use Date in Commerce

14th Jan 2015

Mark Details


Serial Number

No 86609541

Mark Type

No Service Mark

Attorney Docket Number

No WSP 401

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
02th Mar 2021NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
02th Mar 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02th Mar 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED
29th Dec 2020TEAS SECTION 8 RECEIVED
29th Dec 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
25th Sep 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
25th Sep 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
25th Sep 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
25th Sep 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
25th Sep 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED