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Official data from USPTO

STRATEGIC FORTUNE WEALTH MANAGEMENT "YOUR FORTUNE, YOUR VALUES"

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

STRATEGIC FORTUNE WEALTH MANAGEMENT "YOUR FORTUNE, YOUR VALUES"

ST13

US500000097535885

Class

36

Filing

97535885

Registration

7477650

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

26

Latest update

08/20/2024

Trademark type

Combined

Nice classes

36

Filing date

08/04/2022

Registration date

08/20/2024

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

08/20/2024

Last transaction

08/20/2024

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

03/25/2022

First use in commerce

03/25/2022

Drawing code

3

Owner type

16

Owner location

West Covina, CA

Examiner

POMEROY-MURPHY, KAITLIN

Current location

FILE REPOSITORY (FRANCONIA)

Mark description

The mark consists of the stylized words "STRATEGIC FORTUNE WEALTH MANAGEMENT" above the stylized words "YOUR FORTUNE, YOUR VALUES" all below a stylized fire pit design. These literal and design elements are in blue, and placed within a gold rectangle. The gold rectangle sits on a blue rectangle.

Holders and representatives

Holders

STRATEGIC FORTUNE WEALTH MANAGEMENT LLC

Representatives

Fang Chen THE LAW OFFICES OF FANG CHEN

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial advice; Financial advice and consultancy services; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial management; Financial planning consultation; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesinvestment fund transfer and transaction services; Financial servicesissuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial servicesoperation and management of hedge fundscommodity pools and other collective investment vehiclestrading for others of securitiesoptionsfuturesderivativesdebt instruments and commodities; Financial serviceswealth management services; Insurance consultancy; Insurance consultation; Investment consultancy; Investment consultation; Investment management; Investment servicesasset acquisitionconsultationdevelopment and management services; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Management of securities portfolios; Providing financial services with respect to securities and other financial instruments and productsmoney management services

Publications

History of USPTO decisions and trademark events.

26 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

08/20/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

08/20/2024

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

06/04/2024

PUBO

PUBLISHED FOR OPPOSITION

06/04/2024

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

05/15/2024

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/29/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

04/03/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

04/03/2024

ALIE

ASSIGNED TO LIE

04/03/2024

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

11/11/2023

NREV

NOTICE OF REVIVAL - E-MAILED

11/11/2023

PETG

PETITION TO REVIVE-GRANTED

11/11/2023

PROA

TEAS PETITION TO REVIVE RECEIVED

11/11/2023

NREV

NOTICE OF REVIVAL - E-MAILED

06/07/2023

PETG

PETITION TO REVIVE-GRANTED

06/07/2023

PROA

TEAS PETITION TO REVIVE RECEIVED

06/07/2023

MAB2

ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND

05/31/2023

MAB2

ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND

05/31/2023

ABN2

ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE

05/31/2023

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

02/13/2023

GNRT

NON-FINAL ACTION E-MAILED

02/13/2023

CNRT

NON-FINAL ACTION WRITTEN

02/13/2023

DOCK

ASSIGNED TO EXAMINER

01/06/2023

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

08/27/2022

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

08/26/2022

NWAP

NEW APPLICATION ENTERED

08/08/2022

Continuous trademark protection

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