FORTA WEALTH PARTNERS
Live / Applied — Non-final action mailed (as of 12 Jun 2026)
What this means for you
Not registered yet, but its 12 Feb 2026 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
- 99650310
- Mark type
- Stylized text
- Filed
- 12 Feb 2026
- Attorney of record
- Emily E. Campbell
Goods and services
- Class 036 — Insurance and financial services: Financial wealth management services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information regarding financial investment strategies; Financial portfolio analysis services; Financial retirement plan consulting services; Strategic corporate financial advisory services
Owner
- Forta Wealth Partners SPV, LLC, Indianapolis, IN, US
Prosecution history
- 11 Sept 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 11 Sept 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 12 Jun 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 12 Jun 2026 — NON-FINAL ACTION E-MAILED
- 12 Jun 2026 — NON-FINAL ACTION WRITTEN
- 12 Jun 2026 — ASSIGNED TO EXAMINER
- 11 Jun 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 12 Feb 2026 — APPLICATION FILING RECEIPT MAILED
- 12 Feb 2026 — NEW APPLICATION ENTERED