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 NON-FINAL ACTION - MAILED as of Wednesday, September 25, 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 | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, September 25, 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 |
| Tuesday, September 24, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, September 25, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, September 25, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, September 25, 2024 | NON-FINAL ACTION E-MAILED |
