FORTRESS WEALTH PLANNING - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87504924
Serial Number
87504924
Registration Number
6010621
Word Mark
FORTRESS WEALTH PLANNING
Status
700 - Registered
Status Date
2020-03-17
Filing Date
2017-06-26
Registration Number
6010621
Registration Date
2020-03-17
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
070101, 070325, 240103 - Castles, palaces, forts, fortresses, battlements. Other buildings, including schools, hospitals and libraries. Shields or crests with letters, punctuation or inscriptions contained therein or superimposed thereon.
Published for Opposition Date
2019-12-31
Attorney Name
Arnie Herz
Law Office Assigned Location Code
L80
Employee Name
OESTREICHER, SALIMA PA
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"WEALTH PLANNING"
Description of Mark
The mark consists of a shaded shield that has an outline of a fort on the right side. To the right of the shield is the wording "FORTRESS WEALTH PLANNING", with the word "FORTRESS" above the wording "WEALTH PLANNING".
Goods and Services
Strategic financial advisory services, namely, investment advisory and wealth management services and not structured settlements
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2017-07-01
Primary Code
036
First Use Anywhere Date
2017-01-12
First Use In Commerce Date
2017-01-12
Current Trademark Owners
Party Name
Fortress Wealth Planning, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
Fortress Wealth Planning, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Fortress Wealth Planning, LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Fortress Wealth Planning, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Arnie Herz
Address
Please log in with your Justia account to see this address.
Trademark Events
Event DateEvent Description
2017-06-29NEW APPLICATION ENTERED IN TRAM
2017-07-01NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-07-04NOTICE OF DESIGN SEARCH CODE E-MAILED
2017-09-23ASSIGNED TO EXAMINER
2017-09-27NON-FINAL ACTION WRITTEN
2017-09-27NON-FINAL ACTION E-MAILED
2017-09-27NOTIFICATION OF NON-FINAL ACTION E-MAILED
2017-10-02TEAS RESPONSE TO OFFICE ACTION RECEIVED
2017-10-02CORRESPONDENCE RECEIVED IN LAW OFFICE
2017-10-03TEAS/EMAIL CORRESPONDENCE ENTERED
2017-11-08SUSPENSION LETTER WRITTEN
2017-11-08LETTER OF SUSPENSION E-MAILED
2017-11-08NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
2018-05-25ASSIGNED TO LIE
2018-05-25LIE CHECKED SUSP - TO ATTY FOR ACTION
2018-06-20NON-FINAL ACTION WRITTEN
2018-06-20NON-FINAL ACTION E-MAILED
2018-06-20NOTIFICATION OF NON-FINAL ACTION E-MAILED
2018-12-11TEAS RESPONSE TO OFFICE ACTION RECEIVED
2018-12-11CORRESPONDENCE RECEIVED IN LAW OFFICE
2018-12-11TEAS/EMAIL CORRESPONDENCE ENTERED
2019-01-22FINAL REFUSAL WRITTEN
2019-01-22FINAL REFUSAL E-MAILED
2019-01-22NOTIFICATION OF FINAL REFUSAL EMAILED
2019-07-21TEAS REQUEST FOR RECONSIDERATION RECEIVED
2019-07-21CORRESPONDENCE RECEIVED IN LAW OFFICE
2019-07-22TEAS/EMAIL CORRESPONDENCE ENTERED
2019-07-31SUSPENSION LETTER WRITTEN
2019-07-31LETTER OF SUSPENSION E-MAILED
2019-07-31NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
2019-11-04TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
2019-11-07CORRESPONDENCE RECEIVED IN LAW OFFICE
2019-11-07TEAS/EMAIL CORRESPONDENCE ENTERED
2019-11-25EXAMINERS AMENDMENT -WRITTEN
2019-11-25EXAMINERS AMENDMENT E-MAILED
2019-11-25NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2019-11-25EXAMINER'S AMENDMENT ENTERED
2019-11-25APPROVED FOR PUB - PRINCIPAL REGISTER
2019-12-11NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2019-12-31PUBLISHED FOR OPPOSITION
2019-12-31OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2020-03-17REGISTERED-PRINCIPAL REGISTER