STRATEGIC FORTUNE WEALTH MANAGEMENT "YOUR FORTUNE, YOUR VALUES"

Live / Registered — Registered (as of 20 Aug 2024)

What this means for you

Registered since 20 Aug 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97535885
Registration number
7477650
Mark type
Design + words
Filed
04 Aug 2022
Published for opposition
04 Jun 2024
Registered
20 Aug 2024
Attorney of record
Fang Chen

Goods and services

  • Class 036 — Insurance and financial services: Financial advice; Financial advice and consultancy services; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial management; Financial planning consultation; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; 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; Insurance consultancy; Insurance consultation; Investment consultancy; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and 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; Providing financial services with respect to securities and other financial instruments and products, namely, money management services

Owner

Prosecution history

  • 20 Aug 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 20 Aug 2024 — REGISTERED-PRINCIPAL REGISTER
  • 04 Jun 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 04 Jun 2024 — PUBLISHED FOR OPPOSITION
  • 15 May 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 29 Apr 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 03 Apr 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 03 Apr 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 03 Apr 2024 — ASSIGNED TO LIE
  • 11 Nov 2023 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 11 Nov 2023 — NOTICE OF REVIVAL - E-MAILED
  • 11 Nov 2023 — NOTICE OF REVIVAL - E-MAILED
  • 11 Nov 2023 — PETITION TO REVIVE-GRANTED
  • 11 Nov 2023 — TEAS PETITION TO REVIVE RECEIVED
  • 07 Jun 2023 — NOTICE OF REVIVAL - E-MAILED

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