USPTO serial 87505531
PWM
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Apr 30, 2019
- Examiner
- ERVIN, INGA
- Law office
- Historical data usage
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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If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
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Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Prosperity Wealth Management, Inc.
San Ramon, CA
Other trademarks owned by Prosperity Wealth Management, Inc.
Prosperity Wealth Management, Inc.
San Ramon, CA
Other trademarks owned by Prosperity Wealth Management, Inc.
Prosperity Wealth Management, Inc.
San Ramon, CA
Other trademarks owned by Prosperity Wealth Management, Inc.
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; asset management and financial management of retirement plans for corporations and high net worth individuals; administration of employee benefit plans for employers concerning insurance and finance; wealth management services; capital investment services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; 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; Investment and financial advisor support services, namely, providing financial management solutions, consultations, and advice, to professionals and businesses in the financial and investment services industries; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Information, advisory, consultancy and research services relating to finance and investments | ACTIVE | — |
| 042 | Consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others, namely, professionals and businesses; Consulting services in the fields of selection, implementation and use of computer hardware and software systems for others; Computer software consulting | 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 Wealth Management, Inc.
- Other trademarks owned by Prosperity Wealth Management, Inc.
- Other trademarks owned by Prosperity Wealth Management, Inc.
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named PWM
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 11, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Sep 11, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Sep 11, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 30, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Apr 30, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Apr 30, 2019 | 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. |
| Mar 23, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Mar 22, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Feb 21, 2019 | 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. |
| Feb 21, 2019 | 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. |
| Feb 21, 2019 | CNRT | SU - 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. |
| Jan 24, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jan 24, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Dec 21, 2018 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 20, 2018 | IUAF | USE AMENDMENT FILED | — |
| Dec 20, 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. |
| Dec 19, 2018 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Dec 19, 2018 | EXT1 | SOU EXTENSION 1 FILED | — |
| Dec 19, 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. |
| Jun 19, 2018 | 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. |
| Apr 24, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 24, 2018 | 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. |
| Apr 4, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 19, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 17, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 16, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 16, 2018 | 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. |
| Sep 22, 2017 | 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. |
| Sep 22, 2017 | 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. |
| Sep 22, 2017 | 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. |
| Sep 22, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 4, 2017 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jul 1, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 29, 2017 | NWAP | NEW APPLICATION ENTERED | — |