FINANCIAL MULTI TOOL Trademark
Trademark Overview
On Thursday, July 18, 2024, a trademark application was filed for FINANCIAL MULTI TOOL with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL MULTI TOOL trademark a serial number of 98655604. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, January 15, 2025. This trademark is owned by Fortress Wealth Architects, LLC. The FINANCIAL MULTI TOOL trademark is filed in the Insurance & Financial Services category with the following description:
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
General Information
| Serial Number | 98655604 |
| Word Mark | FINANCIAL MULTI TOOL |
| Filing Date | Thursday, July 18, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, January 15, 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 |
Trademark Statements
| 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" |
Classification Information
| 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 |
Trademark Owner History
| Party Name | Fortress Wealth Architects, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waco, TX 76712 |
Trademark Events
| Event Date | Event Description |
| Thursday, July 18, 2024 | NEW APPLICATION ENTERED |
| Thursday, July 18, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 7, 2025 | ASSIGNED TO EXAMINER |
| Monday, January 13, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, January 13, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, January 13, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 13, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, January 13, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, January 13, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, January 14, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
