Drawing for PROSPERITY WEALTH MANAGEMENT

USPTO serial 86492826

PROSPERITY WEALTH MANAGEMENT

Reviewed by CopyMark Law Group

Reg. 5595919Status 702Registered
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.

Status 702: 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.

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Owner

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 States

Goods and services

ClassDescriptionStatusFirst use
036financial 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 othersACTIVE—

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.

Prosecution history

DateCodeEventWhat it means
Sep 7, 2025NA85NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED—
Sep 7, 2025C15AREGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.—
Sep 7, 2025APRECASE ASSIGNED TO POST REGISTRATION PARALEGAL—
Apr 29, 2025E815TEAS SECTION 8 & 15 RECEIVED—
Oct 30, 2023REM1COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED—
Jan 27, 2020CORVREVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED—
Jan 25, 2020EWAFTEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS—
Oct 30, 2018R.PRREGISTERED-PRINCIPAL REGISTERYour 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, 2018SUNANOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED—
Sep 24, 2018CNPRALLOWED PRINCIPAL REGISTER - SOU ACCEPTED—
Sep 18, 2018SUPCSTATEMENT OF USE PROCESSING COMPLETE—
Sep 17, 2018AITUCASE ASSIGNED TO INTENT TO USE PARALEGAL—
Aug 22, 2018IUAFUSE AMENDMENT FILED—
Aug 22, 2018EISUTEAS STATEMENT OF USE RECEIVEDThe 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, 2018EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Feb 20, 2018EX4GSOU EXTENSION 4 GRANTED—
Feb 20, 2018EXT4SOU EXTENSION 4 FILED—
Feb 20, 2018EEXTSOU TEAS EXTENSION RECEIVEDThe 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, 2018TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Aug 24, 2017EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Aug 22, 2017EX3GSOU EXTENSION 3 GRANTED—
Aug 22, 2017EXT3SOU EXTENSION 3 FILED—
Aug 22, 2017EEXTSOU TEAS EXTENSION RECEIVEDThe 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, 2017EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Feb 23, 2017EX2GSOU EXTENSION 2 GRANTED—
Feb 23, 2017EXT2SOU EXTENSION 2 FILED—
Feb 23, 2017EEXTSOU TEAS EXTENSION RECEIVEDThe 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, 2016EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Aug 4, 2016EX1GSOU EXTENSION 1 GRANTED—
Aug 4, 2016EXT1SOU EXTENSION 1 FILED—
Aug 4, 2016EEXTSOU TEAS EXTENSION RECEIVEDThe 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, 2016NOAMNOA E-MAILED - SOU REQUIRED FROM APPLICANTA 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, 2015NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Dec 29, 2015PUBOPUBLISHED FOR OPPOSITIONYour 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, 2015NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Oct 13, 2015CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Oct 10, 2015TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Oct 9, 2015CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Oct 9, 2015TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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, 2015GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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, 2015GNRTNON-FINAL ACTION E-MAILEDA 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, 2015CNRTNON-FINAL ACTION WRITTENA 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, 2015DOCKASSIGNED TO EXAMINER—
Jan 12, 2015NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Jan 2, 2015NWAPNEW APPLICATION ENTERED—

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