| Serial Number | 88039348 |
| Word Mark | NAVIGATE WEALTH MANAGEMENT |
| Filing Date | Monday, July 16, 2018 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, July 22, 2025 |
| Registration Number | 5708687 |
| Registration Date | Tuesday, March 26, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 8, 2019 |
| Goods and Services | Financial advice and consultancy services; Financial planning; Financial services, namely, wealth management services; Investment management |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| 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 | Thursday, July 19, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, September 3, 2014 |
| First Use In Commerce Date | Wednesday, September 3, 2014 |
| Party Name | Navigate Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Birmingham, AL 35209 |
| Party Name | Navigate Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Birmingham, AL 35209 |
| Party Name | Navigate Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Birmingham, AL 35209 |
| Event Date | Event Description |
| Thursday, July 19, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, November 2, 2018 | ASSIGNED TO EXAMINER |
| Thursday, July 19, 2018 | NEW APPLICATION ENTERED |
| Wednesday, November 7, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, November 7, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, January 8, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 26, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, November 7, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 7, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 7, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, November 29, 2018 | ASSIGNED TO LIE |
| Wednesday, December 19, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 8, 2019 | PUBLISHED FOR OPPOSITION |
| Monday, July 15, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, October 5, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, July 22, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, July 22, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, July 22, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, March 20, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, October 5, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, October 5, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, March 26, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |