FINANCIAL MULTI TOOL
Live / Applied — Second extension granted (statement of use) (as of 30 Mar 2026)
What this means for you
Not registered yet, but its 18 Jul 2024 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
- 98655604
- Mark type
- Stylized text
- Filed
- 18 Jul 2024
- Published for opposition
- 04 Feb 2025
- Attorney of record
- Zoe Bernstein
Goods and services
- Class 036 — Insurance and financial services: Insurance services, namely, insurance eligibility review and verification and consultation in the whole life insurance industry; Life insurance brokerage; Financial advice relating to tax; Financial services, namely, wealth management services; Issuance of life insurance and advise relating to the many benefits of whole life insurance; Providing information in the field of wealth management
Owner
- Fortress Wealth Architects, LLC, Waco, TX, US
- Fortress Wealth Architects, LLC, Waco, TX, US
Prosecution history
- 02 Apr 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 30 Mar 2026 — SOU EXTENSION 2 GRANTED
- 30 Mar 2026 — SOU EXTENSION 2 FILED
- 30 Mar 2026 — SOU TEAS EXTENSION RECEIVED
- 01 Oct 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 30 Sept 2025 — SOU EXTENSION 1 GRANTED
- 30 Sept 2025 — SOU EXTENSION 1 FILED
- 30 Sept 2025 — SOU TEAS EXTENSION RECEIVED
- 01 Apr 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 04 Feb 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 04 Feb 2025 — PUBLISHED FOR OPPOSITION
- 29 Jan 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 14 Jan 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 13 Jan 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 13 Jan 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE