| Serial Number | 87861488 |
| Word Mark | FORTUNAM WEALTH MANAGEMENT CARPE FORTUNA |
| Filing Date | Tuesday, April 3, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 5, 2019 |
| Registration Number | 5668871 |
| Registration Date | Tuesday, February 5, 2019 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 20, 2018 |
| Description of Mark | The mark consists of a gold colored human riding a teal and gold fish with a black curved line around the human's hand and wrapping up and around the fish, all encompassed inside two concentric circles that form a gold ring. Inside the top of the gold ring are the stylized words "FORTUNAM WEALTH MANAGEMENT" in dark green. In the lower portion of the gold ring is the stylized wording "CARPE FORTUNA" in dark green. There is a black star between the two phrases on each side of the gold ring. The background is in the color white but is not a part of the mark. |
| Goods and Services | Financial services, namely, wealth management services; Financial advice and consultancy services; Financial counseling services, namely, helping others build a better working relationship with their money |
| Indication of Colors claimed | The color(s) gold, black, tan, teal, and dark green is/are claimed as a feature of the mark. |
| Translation of Words in Mark | The English translation of "Fortunam/Carpe Fortuna" in the mark is [my or your] "fortune"/ seize [one's] fortune. |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| 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 | Wednesday, April 11, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, March 1, 2018 |
| First Use In Commerce Date | Tuesday, April 3, 2018 |
| Party Name | Fortunam Wealth Management |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 19 - Sole Proprietorship |
| Address | Richmond, VA 23230 |
| Party Name | Fortunam Wealth Management |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 19 - Sole Proprietorship |
| Address | Richmond, VA 23230 |
| Party Name | Fortunam Wealth Management |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 19 - Sole Proprietorship |
| Address | Richmond, VA 23230 |
| Event Date | Event Description |
| Monday, February 5, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 5, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 20, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 20, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 31, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, October 12, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, October 9, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, October 6, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, October 6, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, September 19, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 19, 2018 | NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED |
| Wednesday, September 19, 2018 | NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED |
| Wednesday, September 19, 2018 | REPORT UNRESPONSIVE AMENDMENT - COMPLETED |
| Wednesday, August 29, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 29, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, August 23, 2018 | ASSIGNED TO LIE |
| Thursday, August 2, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, July 27, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, July 27, 2018 | NON-FINAL ACTION E-MAILED |
| Friday, July 27, 2018 | NON-FINAL ACTION WRITTEN |
| Thursday, July 19, 2018 | ASSIGNED TO EXAMINER |
| Thursday, April 12, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, April 11, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, April 6, 2018 | NEW APPLICATION ENTERED |