NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
09/07/2025
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Official data from USPTO
PROSPERITY WEALTH MANAGEMENT
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PROSPERITY WEALTH MANAGEMENT
ST13
US500000086492826Class
36
Filing
86492826
Registration
5595919
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
45
Latest update
09/08/2025
Trademark type
Word
Nice classes
36
Filing date
12/30/2014
Registration date
10/30/2018
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/07/2025
Last transaction
09/08/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
2018-01-00
First use in commerce
2018-01-00
Drawing code
4
Owner type
03
Owner location
San Ramon, CA
Examiner
POLZER, NATALIE
Current location
FILE DESTROYED
Holders and representatives
Holders
Prosperity Financial Group, Inc.
Representatives
Brian Beverly BEESON SKINNER BEVERLY, LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
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 financefinancial investmentsfinancial valuationsthe financial aspects of retirement; capital investment services; financial planning and investment advisory services; financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; fund investment consultation; investment servicesasset acquisitionconsultationdevelopment and management services; providing financial services with respect to securities and other financial instruments and productstrading of and investments in securities and financial instruments and products for others
Publications
History of USPTO decisions and trademark events.
45 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
09/07/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/07/2025
E815
TEAS SECTION 8 & 15 RECEIVED
04/29/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10/30/2023
CORV
REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
01/27/2020
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
01/25/2020
R.PR
REGISTERED-PRINCIPAL REGISTER
10/30/2018
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09/25/2018
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/24/2018
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/18/2018
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
09/17/2018
IUAF
USE AMENDMENT FILED
08/22/2018
EISU
TEAS STATEMENT OF USE RECEIVED
08/22/2018
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
02/22/2018
EX4G
SOU EXTENSION 4 GRANTED
02/20/2018
EXT4
SOU EXTENSION 4 FILED
02/20/2018
EEXT
SOU TEAS EXTENSION RECEIVED
02/20/2018
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/20/2018
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
08/24/2017
EX3G
SOU EXTENSION 3 GRANTED
08/22/2017
EXT3
SOU EXTENSION 3 FILED
08/22/2017
EEXT
SOU TEAS EXTENSION RECEIVED
08/22/2017
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
02/25/2017
EX2G
SOU EXTENSION 2 GRANTED
02/23/2017
EXT2
SOU EXTENSION 2 FILED
02/23/2017
EEXT
SOU TEAS EXTENSION RECEIVED
02/23/2017
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
08/06/2016
EX1G
SOU EXTENSION 1 GRANTED
08/04/2016
EXT1
SOU EXTENSION 1 FILED
08/04/2016
EEXT
SOU TEAS EXTENSION RECEIVED
08/04/2016
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
02/23/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/29/2015
PUBO
PUBLISHED FOR OPPOSITION
12/29/2015
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/09/2015
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/13/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/10/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/09/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/09/2015
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
04/09/2015
GNRT
NON-FINAL ACTION E-MAILED
04/09/2015
CNRT
NON-FINAL ACTION WRITTEN
04/09/2015
DOCK
ASSIGNED TO EXAMINER
04/07/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/12/2015
NWAP
NEW APPLICATION ENTERED
01/02/2015
Continuous trademark protection
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