Threadline Wealth Intent-to-Use Trademark Application

ChangeBridge: Trademarks - Insurance & Finance (Class 036)

Published April 2nd, 2025

Detected April 1st, 2026

Summary

USPTO received Intent-to-Use Trademark Application TM99117608 for "Threadline Wealth" on April 2, 2025, covering registered investment advisor services including financial portfolio management, financial planning, and investment management. The application falls under Class 36 (Insurance and Financial Services) and has no immediate regulatory implications for the financial industry.

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What changed

The USPTO filed an Intent-to-Use trademark application TM99117608 for "Threadline Wealth" on April 2, 2025. The application covers Class 36 services including registered investment advisor services, financial portfolio management, financial planning, and investment management for third parties. This is a standard trademark filing with no regulatory obligations imposed on other parties.

Compliance teams and financial services firms do not need to take any action in response to this filing. The trademark application represents a potential future competitor using this branding but has no compliance implications. Companies should only monitor if they have conflicting marks in Class 36.

Source document (simplified)

← USPTO Trademark Applications

THREADLINE WEALTH

Intent to Use TM99117608 Kind: intenttouse Mar 31, 2026

Abstract

Registered investment advisor (RIA) services in the nature of providing financial portfolio management, financial planning, and investment management; Financial consulting services, namely registered investment advisor services in the nature of providing financial portfolio management, financial planning, and investment management; Registered investment securities services in the nature of providing financial portfolio management, financial planning, and investment management; Registered financial holding company services in the nature of providing financial portfolio management, financial planning, and investment management performed for third parties.