FORTRESS WEALTH PLANNING Trademark

Trademark Overview

On Monday, June 26, 2017, a trademark application was filed for FORTRESS WEALTH PLANNING with the United States Patent and Trademark Office. The USPTO has given the FORTRESS WEALTH PLANNING trademark a serial number of 87504924. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Monday, July 21, 2025. This trademark is owned by Fortress Wealth Planning, LLC. The FORTRESS WEALTH PLANNING trademark is filed in the Insurance & Financial Services category with the following description:

Strategic financial advisory services, namely, investment advisory and wealth management services and not structured settlements
fortress wealth planning

General Information

Serial Number87504924
Word MarkFORTRESS WEALTH PLANNING
Filing DateMonday, June 26, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateMonday, July 21, 2025
Registration Number6010621
Registration DateTuesday, March 17, 2020
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, December 31, 2019

Trademark Statements

Description of MarkThe 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 ServicesStrategic financial advisory services, namely, investment advisory and wealth management services and not structured settlements
Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"WEALTH PLANNING"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, July 1, 2017
Primary Code036
First Use Anywhere DateThursday, January 12, 2017
First Use In Commerce DateThursday, January 12, 2017

Trademark Owner History

Party NameFortress Wealth Planning, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPonte Vedra Beach, FL 32082
Party NameFortress Wealth Planning, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPonte Vedra Beach, FL 32082
Party NameFortress Wealth Planning, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPonte Vedra Beach, FL 32082

Trademark Events

Event DateEvent Description
Saturday, September 23, 2017ASSIGNED TO EXAMINER
Thursday, June 29, 2017NEW APPLICATION ENTERED
Saturday, July 1, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, July 4, 2017NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, September 27, 2017NON-FINAL ACTION WRITTEN
Wednesday, September 27, 2017NON-FINAL ACTION E-MAILED
Wednesday, September 27, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, October 2, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, October 2, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 3, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 8, 2017SUSPENSION LETTER WRITTEN
Wednesday, November 8, 2017LETTER OF SUSPENSION E-MAILED
Wednesday, November 8, 2017NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Friday, May 25, 2018ASSIGNED TO LIE
Friday, May 25, 2018SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Wednesday, June 20, 2018NON-FINAL ACTION WRITTEN
Wednesday, June 20, 2018NON-FINAL ACTION E-MAILED
Wednesday, June 20, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, December 11, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 11, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 11, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 22, 2019FINAL REFUSAL WRITTEN
Tuesday, January 22, 2019FINAL REFUSAL E-MAILED
Tuesday, January 22, 2019NOTIFICATION OF FINAL REFUSAL EMAILED
Sunday, July 21, 2019TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, July 31, 2019SUSPENSION LETTER WRITTEN
Wednesday, July 31, 2019LETTER OF SUSPENSION E-MAILED
Wednesday, July 31, 2019NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Monday, November 4, 2019TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Thursday, November 7, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, November 7, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, November 25, 2019EXAMINERS AMENDMENT -WRITTEN
Sunday, July 21, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, July 22, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, November 25, 2019EXAMINERS AMENDMENT E-MAILED
Monday, November 25, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, November 25, 2019EXAMINER'S AMENDMENT ENTERED
Monday, November 25, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, December 31, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Wednesday, March 19, 2025TEAS SECTION 8 & 15 RECEIVED
Monday, July 21, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, July 21, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, July 21, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, March 17, 2025COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, December 11, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 31, 2019PUBLISHED FOR OPPOSITION
Tuesday, March 17, 2020REGISTERED-PRINCIPAL REGISTER

Related Keywords

planning wealth fortress services advisory management structured settlements namely financial strategic investment