STRATEGIC FORTUNE WEALTH MANAGEMENT "YOUR FORTUNE, YOUR VALUES"
LIVE

Serial Number

97535885

Owner

STRATEGIC FORTUNE WEALTH MANAGEMENT LLC

Attorney

Fang Chen

First Use Date

Mar 25, 2022

Filing Date

Aug 4, 2022

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STRATEGIC FORTUNE WEALTH MANAGEMENT "YOUR FORTUNE, YOUR VALUES" Trademark

Serial Number: 97535885 • Registration: 7477650

STRATEGIC FORTUNE WEALTH MANAGEMENT "YOUR FORTUNE, YOUR VALUES" is a trademark filed by STRATEGIC FORTUNE WEALTH MANAGEMENT LLC on August 4, 2022. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

STRATEGIC FORTUNE WEALTH MANAGEMENT LLC (2 trademarks)

1050 WEST LAKES DRIVE SUITE 225
WEST COVINA, CA 91790

Entity Type: 16

Trademark Details

Filing Date

August 4, 2022

Registration Date

August 20, 2024

First Use Anywhere

March 25, 2022

First Use in Commerce

March 25, 2022

Published for Opposition

June 4, 2024

Goods & 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

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Aug 20, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Aug 20, 2024 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jun 4, 2024 NPUB
PUBLISHED FOR OPPOSITION
Jun 4, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 15, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 29, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 3, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 3, 2024 CRFA
ASSIGNED TO LIE
Apr 3, 2024 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 11, 2023 TROA
NOTICE OF REVIVAL - E-MAILED
Nov 11, 2023 NREV
NOTICE OF REVIVAL - E-MAILED
Nov 11, 2023 NREV
PETITION TO REVIVE-GRANTED
Nov 11, 2023 PETG
TEAS PETITION TO REVIVE RECEIVED
Nov 11, 2023 PROA
NOTICE OF REVIVAL - E-MAILED
Jun 7, 2023 NREV
PETITION TO REVIVE-GRANTED
Jun 7, 2023 PETG
TEAS PETITION TO REVIVE RECEIVED
Jun 7, 2023 PROA
ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
May 31, 2023 MAB2
ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
May 31, 2023 MAB2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
May 31, 2023 ABN2
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 13, 2023 GNRN
NON-FINAL ACTION E-MAILED
Feb 13, 2023 GNRT
NON-FINAL ACTION WRITTEN
Feb 13, 2023 CNRT
ASSIGNED TO EXAMINER
Jan 6, 2023 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Aug 27, 2022 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 26, 2022 NWOS
NEW APPLICATION ENTERED
Aug 8, 2022 NWAP