THE DIRECTION OF WEALTH Trademark

Trademark Overview


On Friday, July 15, 2005, a trademark application was filed for THE DIRECTION OF WEALTH with the United States Patent and Trademark Office. The USPTO has given the THE DIRECTION OF WEALTH trademark a serial number of 78671542. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, August 3, 2016. This trademark is owned by INVESTMARK, LLC. The THE DIRECTION OF WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

financial and wealth management services in the nature of financial planning
the direction of wealth

General Information


Serial Number78671542
Word MarkTHE DIRECTION OF WEALTH
Filing DateFriday, July 15, 2005
Status800 - REGISTERED AND RENEWED
Status DateWednesday, August 3, 2016
Registration Number3188973
Registration DateTuesday, December 26, 2006
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 10, 2006

Trademark Statements


Goods and Servicesfinancial and wealth management services in the nature of financial planning

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 21, 2005
Primary Code036
First Use Anywhere DateSunday, June 19, 1988
First Use In Commerce DateSunday, June 19, 1988

Trademark Owner History


Party NameINVESTMARK ADVISORY GROUP LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressShelton, CT 06484

Party NameIAG, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSTRATFORD, CT 06614

Party NameNOT AVAILABLE
Party Type31 - New Owner After Registration
Legal Entity Type01 - Individual
AddressSTRATFORD, CT 06614

Party NameINVESTMARK, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBrookfield, CT 06804

Party NameINVESTMARK, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBrookfield, CT 06804

Party NameINVESTMARK, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWestport, CT 06880

Party NameNOT AVAILABLE
Party Type31 - New Owner After Registration
Legal Entity Type01 - Individual
AddressSTRATFORD, CT 06614

Party NameNOT AVAILABLE
Party Type31 - New Owner After Registration
Legal Entity Type01 - Individual
AddressSTRATFORD, CT 06614

Party NameNOT AVAILABLE
Party Type31 - New Owner After Registration
Legal Entity Type01 - Individual
AddressSTRATFORD, CT 06614

Trademark Events


Event DateEvent Description
Thursday, July 21, 2005NEW APPLICATION ENTERED
Friday, February 3, 2006ASSIGNED TO EXAMINER
Saturday, February 4, 2006NON-FINAL ACTION WRITTEN
Monday, February 6, 2006NON-FINAL ACTION MAILED
Thursday, July 13, 2006PAPER RECEIVED
Thursday, July 13, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 2, 2006AMENDMENT FROM APPLICANT ENTERED
Wednesday, August 2, 2006APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, August 11, 2006ASSIGNED TO LIE
Friday, August 18, 2006LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, September 20, 2006NOTICE OF PUBLICATION
Tuesday, October 10, 2006PUBLISHED FOR OPPOSITION
Friday, November 17, 2006TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, November 17, 2006APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, December 26, 2006REGISTERED-PRINCIPAL REGISTER
Wednesday, June 19, 2013AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, June 21, 2013TEAS SECTION 8 & 15 RECEIVED
Wednesday, June 26, 2013AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, July 9, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, July 9, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, July 9, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, December 26, 2015COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, May 12, 2016TEAS SECTION 8 & 9 RECEIVED
Wednesday, August 3, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, August 3, 2016REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, August 3, 2016REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, August 3, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, March 1, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, December 26, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, January 6, 2026TEAS SECTION 8 & 9 RECEIVED