USPTO serial 86492826
PROSPERITY WEALTH MANAGEMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 30, 2018
- Examiner
- POLZER, NATALIE M
- Law office
- FILE DESTROYED
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
Prosperity Financial Group, Inc.
San Ramon, CA
Prosperity Financial Group, Inc.
San Ramon, CA
Prosperity Financial Group, Inc.
San Ramon, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Brian Beverly
Brian Beverly BEESON SKINNER BEVERLY, LLPOne Kaiser Plaza, Suite 750Oakland, CA 94612United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | financial planning for business owners and high net worth individuals; financial asset management and financial management of retirement plans for corporations and high net worth individuals; administration of employee benefit plans concerning insurance and finance for employers; wealth management services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; capital investment services; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; fund investment consultation; investment services, namely, asset acquisition, consultation, development and management services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Prosperity Financial Group, Inc.
- Other trademarks owned by Prosperity Financial Group, Inc.
- Other trademarks owned by Prosperity Financial Group, Inc.
- Other trademarks in Class 036
- Similar marks named PROSPERITY WEALTH MANAGEMENT
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 7, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Sep 7, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Sep 7, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 29, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Oct 30, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jan 27, 2020 | CORV | REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED | — |
| Jan 25, 2020 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Oct 30, 2018 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Sep 25, 2018 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Sep 24, 2018 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 18, 2018 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 17, 2018 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 22, 2018 | IUAF | USE AMENDMENT FILED | — |
| Aug 22, 2018 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Feb 22, 2018 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 20, 2018 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Feb 20, 2018 | EXT4 | SOU EXTENSION 4 FILED | — |
| Feb 20, 2018 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Feb 20, 2018 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 24, 2017 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 22, 2017 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Aug 22, 2017 | EXT3 | SOU EXTENSION 3 FILED | — |
| Aug 22, 2017 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Feb 25, 2017 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 23, 2017 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Feb 23, 2017 | EXT2 | SOU EXTENSION 2 FILED | — |
| Feb 23, 2017 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Aug 6, 2016 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 4, 2016 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Aug 4, 2016 | EXT1 | SOU EXTENSION 1 FILED | — |
| Aug 4, 2016 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Feb 23, 2016 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Dec 29, 2015 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 29, 2015 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Dec 9, 2015 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 13, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 10, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 9, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 9, 2015 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Apr 9, 2015 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 9, 2015 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 9, 2015 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 7, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 12, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 2, 2015 | NWAP | NEW APPLICATION ENTERED | — |