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FORTA WEALTH PARTNERS

99650310 | Trademark citeCite Docket

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Filed Feb. 12, 2026
Serial No. 99650310
Examining Attorney KAELIE ELIZABETH KUNG
Class 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; 100; 101; 102
FORTA WEALTH PARTNERS
Case Type Service mark
Status A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additional information and/or making an initial refusal. The applicant must respond to this Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 1 day, 20 hours ago
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