STRATEGIC FORTUNE WEALTH MANAGEMENT

What this means for you

Not registered yet, but its 24 Mar 2022 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

97329498

Mark type

Stylized text

Filed

24 Mar 2022

Attorney of record

Fang Chen

Goods and services

• Class 036 — Insurance and financial services: Financial advice; Financial analysis and consultation; Financial asset management; Financial consultation; Financial management; Financial retirement plan consulting services; Financial risk assessment services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, wealth management services; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Management of securities portfolios; Financial consultancy; Financial consulting; Financial advice and consultancy services; Financial planning consultation; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Insurance consultancy; Insurance consultation; Investment consultancy; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services

Owner

• STRATEGIC FORTUNE WEALTH MANAGEMENT LLC, WEST COVINA, CA, US

Prosecution history

• 21 Jun 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 21 Jun 2024 — TEAS PETITION TO REVIVE RECEIVED
• 07 Jun 2023 — NOTICE OF REVIVAL - E-MAILED
• 07 Jun 2023 — PETITION TO REVIVE-GRANTED
• 07 Jun 2023 — TEAS PETITION TO REVIVE RECEIVED
• 12 May 2023 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
• 12 May 2023 — ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
• 12 May 2023 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
• 26 Jan 2023 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 26 Jan 2023 — NON-FINAL ACTION E-MAILED
• 26 Jan 2023 — NON-FINAL ACTION WRITTEN
• 06 Jan 2023 — ASSIGNED TO EXAMINER
• 30 Mar 2022 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 28 Mar 2022 — NEW APPLICATION ENTERED