Who owns the FORTRESS WEALTH PLANNING trademark?

The FORTRESS WEALTH PLANNING trademark is owned by Fortress Wealth Planning, LLC.

What class is the FORTRESS WEALTH PLANNING trademark registered in?

The FORTRESS WEALTH PLANNING trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for FORTRESS WEALTH PLANNING?

The USPTO serial number for FORTRESS WEALTH PLANNING is 87504924.

What is the registration number for FORTRESS WEALTH PLANNING?

FORTRESS WEALTH PLANNING is registered under USPTO registration number 6010621.

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USPTO Trademark Record

REGISTERED

FORTRESS WEALTH PLANNING

SN 87504924·Reg 6010621·Filed Jun 26, 2017

Owner Fortress Wealth Planning, LLC

Financial, monetary and banking services; insurance services; real estate services.

FORTRESS WEALTH PLANNING (Serial No. 87504924), Registration No. 6010621, is a registered US trademark filed on Jun 26, 2017 by Fortress Wealth Planning, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: March 18, 2030

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FORTRESS WEALTH PLANNING (Reg. #6010621) is a registered US trademark that has been protecting its owner, Fortress Wealth Planning, LLC, since 2017. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Jun 26, 2017

SERIAL

87504924

REG#

6010621

REGISTERED

Mar 17, 2020

Filing Information

StatusREGISTERED

Filing DateJun 26, 2017

Serial Number87504924

Registration No.6010621

Registration DateMar 17, 2020

Status DateJul 21, 2025

Published for OppositionDec 31, 2019

Filing Basis & Declarations

Filed as Use ApplicationUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 12, 2017

First use in commerce: Jan 12, 2017

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

47 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jul 21, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Jul 21, 2025

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Jul 21, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS SECTION 8 & 15 RECEIVED

Mar 19, 2025

TEAS SECTION 8 & 15 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Mar 17, 2025

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-PRINCIPAL REGISTER

Mar 17, 2020

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Dec 31, 2019

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Dec 31, 2019

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Dec 11, 2019

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Nov 25, 2019

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Nov 25, 2019

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Nov 25, 2019

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Nov 25, 2019

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Nov 25, 2019

APPROVED FOR PUB - PRINCIPAL REGISTER

CORRESPONDENCE RECEIVED IN LAW OFFICE

Nov 07, 2019

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Nov 07, 2019

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

Nov 04, 2019

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

SUSPENSION LETTER WRITTEN

Jul 31, 2019

SUSPENSION LETTER WRITTEN

LETTER OF SUSPENSION E-MAILED

Jul 31, 2019

LETTER OF SUSPENSION E-MAILED

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

Jul 31, 2019

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

TEAS/EMAIL CORRESPONDENCE ENTERED

Jul 22, 2019

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS REQUEST FOR RECONSIDERATION RECEIVED

Jul 21, 2019

TEAS REQUEST FOR RECONSIDERATION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jul 21, 2019

CORRESPONDENCE RECEIVED IN LAW OFFICE

FINAL REFUSAL WRITTEN

Jan 22, 2019

FINAL REFUSAL WRITTEN

FINAL REFUSAL E-MAILED

Jan 22, 2019

FINAL REFUSAL E-MAILED

NOTIFICATION OF FINAL REFUSAL EMAILED

Jan 22, 2019

NOTIFICATION OF FINAL REFUSAL EMAILED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Dec 11, 2018

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Dec 11, 2018

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Dec 11, 2018

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Jun 20, 2018

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jun 20, 2018

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jun 20, 2018

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO LIE

May 25, 2018

ASSIGNED TO LIE

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

May 25, 2018

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

SUSPENSION LETTER WRITTEN

Nov 08, 2017

SUSPENSION LETTER WRITTEN

LETTER OF SUSPENSION E-MAILED

Nov 08, 2017

LETTER OF SUSPENSION E-MAILED

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

Nov 08, 2017

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 03, 2017

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Oct 02, 2017

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 02, 2017

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION WRITTEN

Sep 27, 2017

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Sep 27, 2017

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Sep 27, 2017

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Sep 23, 2017

ASSIGNED TO EXAMINER

NOTICE OF DESIGN SEARCH CODE E-MAILED

Jul 04, 2017

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 01, 2017

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jun 29, 2017

NEW APPLICATION ENTERED

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