"FORTUNA WEALTH MANAGEMENT" Trademark
Trademark Overview
On Thursday, March 14, 2024, a trademark application was filed for "FORTUNA WEALTH MANAGEMENT" with the United States Patent and Trademark Office. The USPTO has given the "FORTUNA WEALTH MANAGEMENT" trademark a serial number of 98449547. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, March 15, 2024. This trademark is owned by Fortuna Wealth Management LLC. The "FORTUNA WEALTH MANAGEMENT" trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services
General Information
| Serial Number | 98449547 |
| Word Mark | "FORTUNA WEALTH MANAGEMENT" |
| Filing Date | Thursday, March 14, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, March 15, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of The mark consists of a a silhouette of an Asian style sail boat, also known as a junk ship. The junk ship being to the left of the term "FORTUNA" and the terms "WEALTH MANAGEMENT" stylized font underneath the term "FORTUNA". A horizontal line separates the terms "FORTUNA" and "WEALTH MANAGEMENT". |
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
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, March 14, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 31, 2022 |
| First Use In Commerce Date | Tuesday, August 2, 2022 |
Trademark Owner History
| Party Name | Fortuna Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60640 |
Trademark Events
| Event Date | Event Description |
| Friday, March 15, 2024 | NEW APPLICATION ENTERED |
| Wednesday, August 7, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, August 7, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
