Who owns the WEALTHSOURCE trademark?

The WEALTHSOURCE trademark is owned by ONEDIGITAL INVESTMENT ADVISORS LLC.

What class is the WEALTHSOURCE trademark registered in?

The WEALTHSOURCE trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for WEALTHSOURCE?

The USPTO serial number for WEALTHSOURCE is 86922253.

What is the registration number for WEALTHSOURCE?

WEALTHSOURCE is registered under USPTO registration number 5207415.

Sealvo

Home Search: WEALTHSOURCEWEALTHSOURCE #86922253

Back

Updated Sep 29, 2026·40 searches this week

View on USPTO TSDR Find similar marks

WEA

USPTO Trademark Record

REGISTERED

WEALTHSOURCE

SN 86922253·Reg 5207415·Filed Feb 27, 2016

Owner ONEDIGITAL INVESTMENT ADVISORS LLC

Financial, monetary and banking services; insurance services; real estate services.

WEALTHSOURCE (Serial No. 86922253), Registration No. 5207415, is a registered US trademark filed on Feb 27, 2016 by ONEDIGITAL INVESTMENT ADVISORS LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

renewal 10y period: May 24, 2027237 days remaining

Conflict Analysis

Full conflict analysis for WEALTHSOURCE (SN 86922253) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.

Mark Intelligence

WEALTHSOURCE (Reg. #5207415) is a registered US trademark that has been protecting its owner, ONEDIGITAL INVESTMENT ADVISORS LLC, since 2016. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Feb 27, 2016

SERIAL

86922253

REG#

5207415

REGISTERED

May 23, 2017

Filing Information

StatusREGISTERED

Filing DateFeb 27, 2016

Serial Number86922253

Registration No.5207415

Registration DateMay 23, 2017

Status DateDec 14, 2023

Published for OppositionMar 07, 2017

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Feb 01, 2016

First use in commerce: Feb 18, 2016

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Run a conflict check

Search by serial number, mark name, or logo. See conflicting marks ranked by risk with clear explanations of what contributed.

Run conflict check

Status History

44 events

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

May 23, 2026

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Mar 19, 2026

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Mar 19, 2026

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Mar 19, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Mar 19, 2026

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Mar 11, 2026

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Mar 11, 2026

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Mar 11, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Mar 11, 2026

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Apr 12, 2025

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 12, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Apr 12, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Jul 22, 2024

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Jan 10, 2024

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jan 09, 2024

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jan 09, 2024

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jan 09, 2024

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jan 09, 2024

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jan 09, 2024

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

Dec 14, 2023

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Dec 14, 2023

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Dec 14, 2023

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

POST REGISTRATION ACTION MAILED - SEC. 8 & 15

Nov 14, 2023

POST REGISTRATION ACTION MAILED - SEC. 8 & 15

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Nov 07, 2023

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS VOLUNTARY AMENDMENT RECEIVED

May 18, 2023

TEAS VOLUNTARY AMENDMENT RECEIVED

TEAS SECTION 8 & 15 RECEIVED

May 10, 2023

TEAS SECTION 8 & 15 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

May 23, 2022

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-PRINCIPAL REGISTER

May 23, 2017

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Mar 07, 2017

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 07, 2017

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Feb 15, 2017

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jan 27, 2017

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS/EMAIL CORRESPONDENCE ENTERED

Dec 17, 2016

TEAS/EMAIL CORRESPONDENCE ENTERED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Dec 16, 2016

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Dec 16, 2016

TEAS RESPONSE TO OFFICE ACTION RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Dec 15, 2016

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Dec 15, 2016

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

NON-FINAL ACTION WRITTEN

Jun 20, 2016

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jun 20, 2016

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jun 20, 2016

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jun 11, 2016

ASSIGNED TO EXAMINER

NOTICE OF PSEUDO MARK E-MAILED

Mar 03, 2016

NOTICE OF PSEUDO MARK E-MAILED

NEW APPLICATION ENTERED

Mar 02, 2016

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Mar 02, 2016

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Other Marks by ONEDIGITAL INVESTMENT ADVISORS LLC

Additional USPTO filings from the same owner.

FID

FIDUCIARY GOVERNANCE ONLINE

77914982

ONEDIGITAL INVESTMENT ADVISORS LLC

REGISTERED

E F

77957309

ONEDIGITAL INVESTMENT ADVISORS LLC

REGISTERED

85002465

ONEDIGITAL INVESTMENT ADVISORS LLC

REGISTERED

EFI

EFIDUCIARY.NET

77914906

ONEDIGITAL INVESTMENT ADVISORS LLC

REGISTERED

Other Marks by Ashley N. Klein

Additional USPTO filings handled by the same attorney of record.

TRA

TRANSIT TECHNOLOGIES

99434259

REGISTERED

CLE

CLEARER

98881002

REGISTERED

LOG

LogoMark

99434262

REGISTERED

BUS

BUSHIVE

86528812

REGISTERED

WEALTHSOURCE

Run a conflict check

Other Marks by ONEDIGITAL INVESTMENT ADVISORS LLC

Other Marks by Ashley N. Klein

Get pre-filing clearance

Search 15M+ trademarks

Resources

Company