WEALTHSTREAM
Live / Allowed — Publication / registration review complete (as of 17 Mar 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 28 Oct 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99466930
- Mark type
- Stylized text
- 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 asset management; Financial planning and investment advisory services; Financial advisory services; Investment fund management services; Financial portfolio management; 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
Prosecution history
- 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