| Serial Number | 87861488 |
| Word Mark | FORTUNAM WEALTH MANAGEMENT CARPE FORTUNA |
| Filing Date | Tuesday, April 3, 2018 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, August 15, 2025 |
| Registration Number | 5668871 |
| Registration Date | Tuesday, February 5, 2019 |
| Mark Drawing | 3 - 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. |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Saturday, August 16, 2025 |
| 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 |
| Thursday, August 23, 2018 | ASSIGNED TO LIE |
| Friday, April 6, 2018 | NEW APPLICATION ENTERED |
| Wednesday, April 11, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, April 12, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, July 19, 2018 | ASSIGNED TO EXAMINER |
| Friday, July 27, 2018 | NON-FINAL ACTION WRITTEN |
| Friday, July 27, 2018 | NON-FINAL ACTION E-MAILED |
| Friday, July 27, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, August 2, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, October 12, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, August 29, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 29, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, September 19, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 19, 2018 | NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED |
| Wednesday, September 19, 2018 | NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED |
| Wednesday, September 19, 2018 | REPORT UNRESPONSIVE AMENDMENT - COMPLETED |
| Saturday, October 6, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, October 6, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, October 9, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 31, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 20, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 20, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 5, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Monday, February 5, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, August 15, 2025 | CANCELLED SEC. 8 (6-YR) |