WEALTHSTREAM
Live / Applied — Statement of use — processing complete, to examiner (as of 14 Oct 2026)
What this means for you
Not registered yet, but its 28 Oct 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99466930
- Mark type
- Word mark
- Filed
- 28 Oct 2025
- Published for opposition
- 07 Apr 2026
- Attorney of record
- David M. Perry
Goods and services
- Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial advisory services; Financial consultancy services; Financial wealth management services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for financial planning, investment management, and financial analysis; Platform as a service (PAAS) featuring computer software platforms for financial advisors to manage client relationships and generate financial intelligence
Owner
- Wealthstream, Inc., Brooklyn, NY, US
- Wealthstream, Inc., Brooklyn, NY, US
Prosecution history
- 14 Oct 2026 — STATEMENT OF USE PROCESSING COMPLETE
- 30 Sept 2026 — USE AMENDMENT FILED
- 30 Sept 2026 — TEAS STATEMENT OF USE RECEIVED
- 02 Jun 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 07 Apr 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 07 Apr 2026 — PUBLISHED FOR OPPOSITION
- 01 Apr 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 12 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 12 Mar 2026 — ASSIGNED TO EXAMINER
- 11 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 28 Oct 2025 — APPLICATION FILING RECEIPT MAILED
- 28 Oct 2025 — NEW APPLICATION ENTERED