What this record means
The record shows a live, registered service mark owned by WELLS FARGO & COMPANY, a Delaware corporation, and it is listed on the Principal Register. The registration covers financial services—specifically portfolio management, financial research, private placements of hedge funds and private‑equity funds, securities and derivatives for others, and advice on finance, investments, valuations and retirement—delivered through a global computer network. Because the goods and services are confined to class 036, a similar name used in the same financial‑services context would present the closest record‑based concern, while uses in unrelated fields would be farther from the scope shown. The record does not give the owner control over every possible use of the words “WELLS FARGO INVESTMENT INSTITUTE.” The latest meaningful event is the Section 8 & 15 filing on Aug 5 2026 confirming ongoing maintenance; no opposition, cancellation or court activity appears in the history. I'd treat this as a meaningful concern if you plan a comparable name in financial‑service offerings.
Informational only - not legal advice.Goods & services
Financial services, namely, financial portfolio management services, financial research services, private placements of hedge funds, private equity funds, securities and derivatives for others; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement through a global computer network
First use: Nov 17, 2016
Use in commerce: Nov 17, 2016
