WB Trademark

Trademark Overview

On Thursday, March 12, 2026, a trademark application was filed for WB with the United States Patent and Trademark Office. The USPTO has given the WB trademark a serial number of 99698620. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, March 12, 2026. This trademark is owned by William Blair & Company, L.L.C.. The WB trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Paper & Printed Material Products, Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

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

Providing temporary use of non-downloadable software for customer relationship management (CRM), investor relationship management, and client reporting; providing temporary use of 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 non-downloadable software for client reporting and client communications via a secure web portal

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

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

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
wb

General Information

Serial Number99698620
Word MarkWB
Filing DateThursday, March 12, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, March 12, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesFinancial 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
Goods and ServicesProviding temporary use of non-downloadable software for customer relationship management (CRM), investor relationship management, and client reporting; providing temporary use of 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 non-downloadable software for client reporting and client communications via a secure web portal
Description of MarkThe mark consists of The mark consists of the stylized letters “WB” written in a script font, centered within a circular background. Color is not claimed as a feature of the mark.
Goods and ServicesDownloadable 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
Goods and ServicesPublications, 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
Goods and ServicesBusiness 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

Classification Information

International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateThursday, March 12, 2026
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateThursday, March 12, 2026
Primary Code016
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 12, 2026
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 12, 2026
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, March 12, 2026
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameWilliam Blair & Company, L.L.C.
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60606
US

Trademark Events

Event DateEvent Description
Thursday, March 12, 2026NEW APPLICATION ENTERED
Thursday, March 12, 2026APPLICATION FILING RECEIPT MAILED

Related Keywords

investment services financial business management research portfolio advisory providing market