WILLIAM BLAIR - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
50063010
Word Mark
WILLIAM BLAIR
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2026-08-20
Filing Date
2026-08-20
Mark Drawing
5 - Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form
Attorney Name
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Description of Mark
The mark consists of the wording "WILLIAM BLAIR" in a stylized font with the words conjoined.
Goods and Services
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.
Goods and Services
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.
Goods and 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.
Goods and 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.
Goods and Services
Telecommunications services, namely, providing online chat rooms, electronic bulletin boards, forums, and platforms for the transmission of messages, information, data, reports, research, newsletters, publications, and multimedia content in the fields of financial affairs, investment banking, asset management, wealth management, and financial markets.
Goods and Services
Educational and training services, namely, conducting seminars, workshops, conferences, webinars, and educational programs in the field of financial affairs; providing online non-downloadable publications, reports, newsletters, presentations, and educational materials in the fields of finance, investments, wealth management, and economic research.
Goods and 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 client reporting and client communications via a secure web portal; 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
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; 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. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; 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 Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2026-08-20
Primary Code
009
International Class
016 - 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); playing cards; printers' type; printing blocks. - 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); playing cards; printers' type; printing blocks.
US Class Codes
002, 005, 022, 023, 029, 037, 038, 050
Class Status Code
6 - Active
Class Status Date
2026-08-20
Primary Code
016
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2026-08-20
Primary Code
035
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2026-08-20
Primary Code
036
International Class
038 - Telecommunications. - Telecommunications.
US Class Codes
100, 101, 104
Class Status Code
6 - Active
Class Status Date
2026-08-20
Primary Code
038
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2026-08-20
Primary Code
041
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2026-08-20
Primary Code
042
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Samuel Fifer Dentons US LLP
Address
Please log in with your Justia account to see this address.
Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 2195423 |
| Prior Registration | 2195424 |
Trademark Events
| Event Date | Event Description |
| 2026-08-20 | NEW APPLICATION ENTERED |
| 2026-08-20 | APPLICATION FILING RECEIPT MAILED |
