WB

What this means for you

Not registered yet, but its 12 Mar 2026 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

99698620

Mark type

Design + words

Filed

12 Mar 2026

Attorney of record

Samuel Fifer

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable mobile applications for investment advisory services, investment portfolio research and analysis, investment portfolio accounting, reviewing account information and documents, investment performance tracking, and investment portfolio management
• Class 016 — Paper goods and printed matter: Printed publications, namely, newsletters, pamphlets, magazines, and booklets published periodically related to matters of securities, economics, financial markets, investment research, financial analysis, investment strategies, wealth management, and brokerage services; printed financial publications, namely newsletters, pamphlets, magazines, and reports featuring economic commentary, market insights, industry research, and financial advisory content
• Class 035 — Advertising and business services: Business consulting and advisory services relating to corporate strategy, business development, mergers and acquisitions, and organizational growth; business research and market analysis services; preparing business reports and industry analyses; providing business information relating to companies, markets, and economic trends; business management consulting in the fields of financial strategy, corporate finance, and investment readiness; business advisory services for corporate transactions, namely, business due diligence, business valuations, and strategic planning; providing an online portal featuring business and market research information for institutional investors and corporate clients
• Class 036 — Insurance and financial services: Financial services, namely, asset management services, institutional and retail brokerage services, investment banking services, private capital services, financial and securities brokerage services, financial planning and consultation, financial research services, investment consulting, investment counseling, wealth management services, private equity and venture capital investment and management services, and financial advisory services; providing a website for investors to access financial information, namely financial news, market data, historical price quotations, market quotes, financial research, and password protected investment account information
• Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable software for customer relationship management (CRM), investor relationship management, and client reporting; providing temporary use of online non-downloadable software for investment advisory services, investment portfolio research and analysis, investment portfolio accounting, investment performance tracking, and investment portfolio management; providing temporary use of online non-downloadable software for client reporting and client communications via a secure web portal

Owner

• William Blair & Company, L.L.C., Chicago, IL, US

Prosecution history

• 10 Sept 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 10 Sept 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 10 Sept 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 14 Jul 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 14 Jul 2026 — NON-FINAL ACTION E-MAILED
• 14 Jul 2026 — NON-FINAL ACTION WRITTEN
• 14 Jul 2026 — ASSIGNED TO EXAMINER
• 13 Jul 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
• 13 Jul 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 12 Mar 2026 — APPLICATION FILING RECEIPT MAILED
• 12 Mar 2026 — NEW APPLICATION ENTERED