tm logo

Trademark Search

Owners

STRATEGIC ORTUNE WEALTH MANAGEMENT LLC

STRATEGIC ORTUNE WEALTH MANAGEMENT "YOUR ORTUNE, YOUR VALUES"R ORTUNE, YOUR VALUES"

STRATEGIC ORTUNE WEALTH MANAGEMENT "YOUR ORTUNE, YOUR VALUES"R ORTUNE, YOUR VALUES"
Live/Pending
PUBLICATION/ISSUE REVIEW COMPLETE

on 02 May 2024

Last Applicant/ Owned by

1050 WEST LAKES RIVE SUITE 225

West Covina

CA

91790

Serial Number

97535885 filed on 04th Aug 2022

Registration Number

N/A

Correspondent Address

ang Chen THE LAW OICES O ANG CHEN

398 LEMON CREEK RIVE SUITE H

398 LEMON CREEK RIVE SUITE H

WALNUT, CA 91789

UNITE STATES

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

STRATEGIC ORTUNE WEALTH MANAGEMENT "YOUR ORTUNE, YOUR VALUES"R ORTUNE, YOUR VALUES"

"STRATEGIC" AN "WEALTH MANAGEMENT" The color(s) GOL AN BLUE is/are claimed as a feature of the mark. inancial advice; inancial advice and consultancy services; inancial analysis and consultation; inancial asset management; inancial consultancy; inancial consultation; inancial consulting; inancial management; inancial planning consultation; inancial portfolio management; inancial retirement plan Read More

Classification Information


Class [036]
Insurance & Financial Services


inancial advice; inancial advice and consultancy services; inancial analysis and consultation; inancial asset management; inancial consultancy; inancial consultation; inancial consulting; inancial management; inancial planning consultation; inancial portfolio management; inancial retirement plan consulting services; inancial risk assessment services; inancial risk management; inancial risk management consultation; inancial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; inancial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; inancial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; inancial services, namely, investment fund transfer and transaction services; inancial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; inancial 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; inancial 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


First Use Date in General

25th Mar 2022

First Use Date in Commerce

25th Mar 2022

Mark Details


Serial Number

No 97535885

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

01.15.05 -

Smoke, steam and vapor

07.05.07 -

Fireplaces

Legal History


Show more

Status DateAction Taken
29th Apr 2024APPROVE OR PUB - PRINCIPAL REGISTER
03rd Apr 2024TEAS/EMAIL CORRESPONENCE ENTERE
03rd Apr 2024CORRESPONENCE RECEIVE IN LAW OICE
03rd Apr 2024ASSIGNE TO LIE
11th Nov 2023NOTICE O REVIVAL - E-MAILE
11th Nov 2023PETITION TO REVIVE-GRANTE
11th Nov 2023TEAS PETITION TO REVIVE RECEIVE
11th Nov 2023TEAS RESPONSE TO OICE ACTION RECEIVE
07th Jun 2023NOTICE O REVIVAL - E-MAILE
07th Jun 2023PETITION TO REVIVE-GRANTE