NAVIS WEALTH MANAGEMENT Trademark
Trademark Overview
On Wednesday, March 20, 2019, a trademark application was filed for NAVIS WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the NAVIS WEALTH MANAGEMENT trademark a serial number of 88348352. The federal status of this trademark filing is REGISTERED as of Tuesday, March 31, 2020. This trademark is owned by Navis Wealth Management LLC. The NAVIS WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Business consulting services; business assessment analysis relating to business management; tax planning services
Wealth management services; financial planning services; financial planning services, namely, tax strategy services; retirement financial planning services; trust and estate planning services; financial portfolio management; financial advisory and consultancy services; insurance services
General Information
| Serial Number | 88348352 |
| Word Mark | NAVIS WEALTH MANAGEMENT |
| Filing Date | Wednesday, March 20, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 31, 2020 |
| Registration Number | 6021917 |
| Registration Date | Tuesday, March 31, 2020 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 14, 2020 |
Trademark Statements
| Indication of Colors claimed | The color(s) red, blue-gray, and gray is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| Description of Mark | The mark consists of the word "NAVIS" with the first letter in red and the rest in blue-gray, the wording "WEALTH MANAGEMENT" in gray, and a design of a half sphere with nine points, which is mostly blue-gray except for the middle point which is two different shades of red, and six other points, which are gray on their right sides. |
| Goods and Services | Business consulting services; business assessment analysis relating to business management; tax planning services |
| Goods and Services | Wealth management services; financial planning services; financial planning services, namely, tax strategy services; retirement financial planning services; trust and estate planning services; financial portfolio management; financial advisory and consultancy services; insurance services |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, April 7, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, November 5, 2018 |
| First Use In Commerce Date | Monday, November 5, 2018 |
| 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 | Sunday, April 7, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 5, 2018 |
| First Use In Commerce Date | Monday, November 5, 2018 |
Trademark Owner History
| Party Name | Navis Wealth Management LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rye Brook, NY 10573 |
| Party Name | Navis Wealth Management LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rye Brook, NY 10573 |
| Party Name | Navis Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rye Brook, NY 10573 |
Trademark Events
| Event Date | Event Description |
| Tuesday, March 31, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 14, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 14, 2020 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 25, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, December 11, 2019 | ASSIGNED TO LIE |
| Monday, December 9, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, December 5, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, December 4, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, December 4, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 4, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 4, 2019 | NON-FINAL ACTION E-MAILED |
| Tuesday, June 4, 2019 | NON-FINAL ACTION WRITTEN |
| Friday, May 31, 2019 | ASSIGNED TO EXAMINER |
| Tuesday, April 9, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, April 7, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, March 23, 2019 | NEW APPLICATION ENTERED IN TRAM |
