WEALTHSTREET Trademark
Trademark Overview
On Friday, November 3, 2017, a trademark application was filed for WEALTHSTREET with the United States Patent and Trademark Office. The USPTO has given the WEALTHSTREET trademark a serial number of 87671664. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, March 25, 2025. This trademark is owned by Wealthstreet Investment Advisors, LLC. The WEALTHSTREET trademark is filed in the Insurance & Financial Services category with the following description:
fund investment consultation; investment advisory services; investment management; investment of funds for others
General Information
| Serial Number | 87671664 |
| Word Mark | WEALTHSTREET |
| Filing Date | Friday, November 3, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, March 25, 2025 |
| Registration Number | 5486506 |
| Registration Date | Tuesday, June 5, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 20, 2018 |
Trademark Statements
| Pseudo Mark | WEALTH STREET |
| Goods and Services | fund investment consultation; investment advisory services; investment management; investment of funds for others |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 14, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, April 30, 2017 |
| First Use In Commerce Date | Sunday, April 30, 2017 |
Trademark Owner History
| Party Name | Wealthstreet Investment Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dallas, TX 75220 |
| Party Name | Wealthstreet Investment Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dallas, TX 75220 |
| Party Name | Wealthstreet Investment Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dallas, TX 75220 |
Trademark Events
| Event Date | Event Description |
| Tuesday, November 7, 2017 | NEW APPLICATION ENTERED |
| Wednesday, February 14, 2018 | ASSIGNED TO EXAMINER |
| Thursday, February 15, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 20, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 5, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 14, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 28, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 20, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, June 11, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 4, 2020 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED |
| Monday, June 5, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, December 5, 2024 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, March 25, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, March 25, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, March 25, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
