NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
03/20/2026
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Official data from USPTO
THE DIRECTION OF WEALTH
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
THE DIRECTION OF WEALTH
ST13
US500000078671542Class
36
Filing
78671542
Registration
3188973
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
34
Latest update
03/21/2026
Trademark type
Word
Nice classes
36
Filing date
07/15/2005
Registration date
12/26/2006
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/20/2026
Last transaction
03/21/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
06/19/1988
First use in commerce
06/19/1988
Drawing code
4
Owner type
16
Owner location
Shelton, CT, US
Examiner
ROTH, JASON I
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
INVESTMARK ADVISORY GROUP LLC
IAG, LLC
CHRISTIE, NICHOLAS T
INVESTMARK, LLC
INVESTMARK, LLC
GACHI, MATTHEW
BOWMAN, DREW
KUSICK, MICHAEL
Representatives
Kathryn E. Diehm Rucci Law Group, LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
financial and wealth management services in the nature of financial planning
Publications
History of USPTO decisions and trademark events.
34 publications found
RNL2
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
03/20/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
03/20/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/20/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
01/06/2026
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
12/26/2025
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03/01/2017
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
08/03/2016
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
08/03/2016
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
08/03/2016
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/03/2016
E89R
TEAS SECTION 8 & 9 RECEIVED
05/12/2016
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
12/26/2015
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07/09/2013
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/09/2013
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/09/2013
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
06/26/2013
E815
TEAS SECTION 8 & 15 RECEIVED
06/21/2013
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
06/19/2013
R.PR
REGISTERED-PRINCIPAL REGISTER
12/26/2006
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
11/17/2006
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
11/17/2006
PUBO
PUBLISHED FOR OPPOSITION
10/10/2006
NPUB
NOTICE OF PUBLICATION
09/20/2006
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
08/18/2006
ALIE
ASSIGNED TO LIE
08/11/2006
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/02/2006
ACEC
AMENDMENT FROM APPLICANT ENTERED
08/02/2006
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/13/2006
PAPER RECEIVED
07/13/2006
CNRT
NON-FINAL ACTION MAILED
02/06/2006
CNRT
NON-FINAL ACTION WRITTEN
02/04/2006
DOCK
ASSIGNED TO EXAMINER
02/03/2006
NWAP
NEW APPLICATION ENTERED
07/21/2005
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