TrademarkDir
FORTRESS WEALTH PLANNING
LIVE

Serial Number

87504924

Owner

Fortress Wealth Planning, LLC

Attorney

Arnie Herz

First Use Date

Jan 12, 2017

Filing Date

Jun 26, 2017

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FORTRESS WEALTH PLANNING Trademark

Serial Number: 87504924 • Registration: 6010621

FORTRESS WEALTH PLANNING is a trademark filed by Fortress Wealth Planning, LLC on June 26, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Fortress Wealth Planning, LLC

814 Hwy A1A North, Suite 202
Ponte Vedra Beach, FL 32082

Entity Type: 16

Trademark Details

Filing Date

June 26, 2017

Registration Date

March 17, 2020

First Use Anywhere

January 12, 2017

First Use in Commerce

January 12, 2017

Published for Opposition

December 31, 2019

Goods & Services

Strategic financial advisory services, namely, investment advisory and wealth management services and not structured settlements

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jul 21, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jul 21, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jul 21, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Mar 19, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 17, 2025 REM1
REGISTERED-PRINCIPAL REGISTER
Mar 17, 2020 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 31, 2019 NPUB
PUBLISHED FOR OPPOSITION
Dec 31, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 11, 2019 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 25, 2019 CNSA
EXAMINER'S AMENDMENT ENTERED
Nov 25, 2019 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 25, 2019 GNEN
EXAMINERS AMENDMENT E-MAILED
Nov 25, 2019 GNEA
EXAMINERS AMENDMENT -WRITTEN
Nov 25, 2019 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 7, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 7, 2019 CRFA
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Nov 4, 2019 ERSI
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Jul 31, 2019 GNS3
LETTER OF SUSPENSION E-MAILED
Jul 31, 2019 GNSL
SUSPENSION LETTER WRITTEN
Jul 31, 2019 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 22, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 21, 2019 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Jul 21, 2019 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Jan 22, 2019 GNFN
FINAL REFUSAL E-MAILED
Jan 22, 2019 GNFR
FINAL REFUSAL WRITTEN
Jan 22, 2019 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 11, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 11, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 11, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 20, 2018 GNRN
NON-FINAL ACTION E-MAILED
Jun 20, 2018 GNRT
NON-FINAL ACTION WRITTEN
Jun 20, 2018 CNRT
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
May 25, 2018 RCCK
ASSIGNED TO LIE
May 25, 2018 ALIE
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Nov 8, 2017 GNS3
LETTER OF SUSPENSION E-MAILED
Nov 8, 2017 GNSL
SUSPENSION LETTER WRITTEN
Nov 8, 2017 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 3, 2017 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 2, 2017 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 2, 2017 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 27, 2017 GNRN
NON-FINAL ACTION E-MAILED
Sep 27, 2017 GNRT
NON-FINAL ACTION WRITTEN
Sep 27, 2017 CNRT
ASSIGNED TO EXAMINER
Sep 23, 2017 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jul 4, 2017 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 1, 2017 NWOS
NEW APPLICATION ENTERED
Jun 29, 2017 NWAP

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