WEALTH NAVIGATION SYSTEM
Live / Applied — Suspended — suspension check completed, case still suspended (as of 01 Oct 2025)
What this means for you
Not registered yet, but its 23 Mar 2023 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97853089
- Mark type
- Stylized text
- Filed
- 23 Mar 2023
- Attorney of record
- Nichole A. Sadek
Goods and services
- Class 036 — Insurance and financial services: Financial services; namely, provision of a proprietary system by which personal financial data is aggregated in one dashboard for the purpose of fostering awareness of current financial position in order to outline next steps to get to desired financial and personal outcomes.
Owner
- Academy Wealth Management LLC, Grand Rapids, MI, US
Prosecution history
- 01 Oct 2025 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
- 31 Mar 2025 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
- 28 Sept 2024 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
- 28 Sept 2024 — LETTER OF SUSPENSION E-MAILED
- 28 Sept 2024 — SUSPENSION LETTER WRITTEN
- 11 Jul 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 11 Jul 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 11 Jul 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 09 Apr 2024 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 09 Apr 2024 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 12 Jan 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 12 Jan 2024 — NON-FINAL ACTION E-MAILED
- 12 Jan 2024 — NON-FINAL ACTION WRITTEN
- 19 Dec 2023 — ASSIGNED TO EXAMINER
- 28 Mar 2023 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED