| Serial Number | 98655604 |
| Word Mark | FINANCIAL MULTI TOOL |
| Filing Date | Thursday, July 18, 2024 |
| Status | 730 - FIRST EXTENSION - GRANTED |
| Status Date | Tuesday, September 30, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 4, 2025 |
| Goods and Services | Insurance services, namely, insurance eligibility review and verification and consultation in the whole life insurance industry; Life insurance brokerage; Financial advice relating to tax; Financial services, namely, wealth management services; Issuance of life insurance and advise relating to the many benefits of whole life insurance; Providing information in the field of wealth management |
| NOT AVAILABLE | "FINANCIAL" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 18, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Fortress Wealth Architects, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waco, TX 76712 |
| Party Name | Fortress Wealth Architects, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waco, TX 76712 |
| Event Date | Event Description |
| Thursday, July 18, 2024 | NEW APPLICATION ENTERED |
| Tuesday, January 7, 2025 | ASSIGNED TO EXAMINER |
| Thursday, July 18, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, January 13, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, January 13, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, January 13, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, January 13, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 13, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 14, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, January 13, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, January 29, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 4, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 4, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 1, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, September 30, 2025 | SOU EXTENSION 1 FILED |
| Tuesday, September 30, 2025 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, September 30, 2025 | SOU EXTENSION 1 GRANTED |
| Wednesday, October 1, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |