Who owns the NAVIGATE WEALTH MANAGEMENT trademark?

The NAVIGATE WEALTH MANAGEMENT trademark is owned by Navigate Wealth Management, LLC.

What class is the NAVIGATE WEALTH MANAGEMENT trademark registered in?

The NAVIGATE WEALTH MANAGEMENT trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for NAVIGATE WEALTH MANAGEMENT?

The USPTO serial number for NAVIGATE WEALTH MANAGEMENT is 88039348.

What is the registration number for NAVIGATE WEALTH MANAGEMENT?

NAVIGATE WEALTH MANAGEMENT is registered under USPTO registration number 5708687.

NAVIGATE WEALTH MANAGEMENT - Owned by Navigate Wealth Management, LLC - (Class 036)

What to file next

Section 9 renewal, filed with a Section 8 declaration

When: Due between the ninth and tenth anniversary of registration, then before each tenth anniversary after that.
Extensions and grace: A six-month grace period follows, with an added per-class fee.
If it is missed: A missed renewal cancels the registration, and there is no revival route for it.

How Section 9 renewal works

General information about USPTO practice, not legal advice. The register is the authority, and a filing that has not yet posted can change what is owed.

Full Goods & Services

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Sep 03, 2014

First use in commerce: Sep 03, 2014

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Status History

22 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jul 22, 2025

Code APRE

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Jul 22, 2025

Code C15A

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Jul 22, 2025

Code NA85

TEAS SECTION 8 & 15 RECEIVED

Mar 20, 2025

Code E815

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Mar 26, 2024

Code REM1

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Oct 05, 2022

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 05, 2022

Code ARAA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 05, 2022

Code TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jul 15, 2019

Code TCCA

REGISTERED-PRINCIPAL REGISTER

Mar 26, 2019

Code R.PR

PUBLISHED FOR OPPOSITION

Jan 08, 2019

Code PUBO

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jan 08, 2019

Code NPUB

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Dec 19, 2018

Code NONP

ASSIGNED TO LIE

Nov 29, 2018

Code ALIE

EXAMINERS AMENDMENT -WRITTEN

Nov 07, 2018

Code CNEA

EXAMINERS AMENDMENT E-MAILED

Nov 07, 2018

Code GNEA

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Nov 07, 2018

Code GNEN

EXAMINER'S AMENDMENT ENTERED

Nov 07, 2018

Code XAEC

APPROVED FOR PUB - PRINCIPAL REGISTER

Nov 07, 2018

Code CNSA

ASSIGNED TO EXAMINER

Nov 02, 2018

Code DOCK

NEW APPLICATION ENTERED

Jul 19, 2018

Code NWAP

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 19, 2018

Code NWOS

Other Marks in Class 036 — Insurance, financial & real estate services

Recently filed and registered marks in the same international class.

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SHR

SHRIER WEALTH MANAGEMENT

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LIG

LIGNUM WEALTH MANAGEMENT

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REGISTERED

Other Marks by N. DeWayne Pope

Additional USPTO filings handled by the same attorney of record.

EAW

EAW EXCLUSIVE AUTO WHOLESALE

88545985

REGISTERED

THE

THE WELLNESS ENCLAVE

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REGISTERED

TEC

TECHCXO

85925476

REGISTERED

DRE

DREAM WINGS

86867295

REGISTERED

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NAVIGATE WEALTH MANAGEMENT

What to file next

Full Goods & Services

Filing Basis & Declarations

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by N. DeWayne Pope

Get pre-filing clearance

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Run a conflict check

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