NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07/21/2025
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Official data from USPTO
FORTRESS WEALTH PLANNING
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: CombinedOffice: US
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
47
Latest update
07/22/2025
Classification
Registered
Trademark type
Combined
Nice classes
36
Filing date
06/26/2017
Registration date
03/17/2020
Expiration date
-
Recommended action
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Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/21/2025
Last transaction
07/22/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
01/12/2017
First use in commerce
01/12/2017
Drawing code
3
Owner type
16
Owner location
Ponte Vedra Beach, FL
Examiner
OESTREICHER, SALIMA
Current location
Historical data usage
Mark description
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".
Holders and representatives
Holders
Fortress Wealth Planning, LLC
Representatives
Arnie Herz
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Strategic financial advisory servicesinvestment advisory and wealth management services and not structured settlements
Publications
History of USPTO decisions and trademark events.
47 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/21/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/21/2025
E815
TEAS SECTION 8 & 15 RECEIVED
03/19/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
03/17/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
03/17/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/31/2019
PUBO
PUBLISHED FOR OPPOSITION
12/31/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/11/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/25/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
11/25/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
11/25/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
11/25/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
11/25/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/07/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/07/2019
ERSI
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
11/04/2019
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
07/31/2019
GNSL
LETTER OF SUSPENSION E-MAILED
07/31/2019
CNSL
SUSPENSION LETTER WRITTEN
07/31/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/22/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/21/2019
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
07/21/2019
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
01/22/2019
GNFR
FINAL REFUSAL E-MAILED
01/22/2019
CNFR
FINAL REFUSAL WRITTEN
01/22/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/11/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/11/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/11/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/20/2018
GNRT
NON-FINAL ACTION E-MAILED
06/20/2018
CNRT
NON-FINAL ACTION WRITTEN
06/20/2018
RCCK
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
05/25/2018
ALIE
ASSIGNED TO LIE
05/25/2018
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
11/08/2017
GNSL
LETTER OF SUSPENSION E-MAILED
11/08/2017
CNSL
SUSPENSION LETTER WRITTEN
11/08/2017
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/03/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/02/2017
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/02/2017
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/27/2017
GNRT
NON-FINAL ACTION E-MAILED
09/27/2017
CNRT
NON-FINAL ACTION WRITTEN
09/27/2017
DOCK
ASSIGNED TO EXAMINER
09/23/2017
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
07/04/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/01/2017
NWAP
NEW APPLICATION ENTERED
06/29/2017
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