NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
05/20/2025
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Official data from USPTO
PROSPERITY FINANCIAL ADVISORS, LLC WEALTH MANAGEMENT SERVICES
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
31
Latest update
05/20/2025
Trademark type
Combined
Nice classes
36
Filing date
03/06/2024
Registration date
05/20/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/20/2025
Last transaction
05/20/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
09/07/2007
First use in commerce
09/07/2007
Drawing code
3
Owner type
16
Owner location
Noblesville, IN, US
Examiner
MACIOL II,EUGENE VALENTINE-JO
Current location
FILE REPOSITORY (FRANCONIA)
Mark description
The mark consists of the wording "PROSPERITY" displayed in large block letters above the smaller wording "FINANCIAL ADVISORS, LLC" in block letters appearing inside a rectangle, both to the right of a square containing a design of three leaves with the center leaf separating the shading in the upper left portion from the shading in the lower right portion, all above the large stylized wording "WEALTH MANAGEMENT SERVICES".
Holders and representatives
Holders
PROSPERITY FINANCIAL ADVISORS, LLC
Representatives
HEMAVATHY PERUMAL SHERMAN IP LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Estate planning; Estate trust management; Estate trust planning; Fiduciary representatives; Fiduciary servicesfiduciary representative services; Fiduciary tax payment processing services; Financial administration of employee pension plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial administration of retirement plansretirement accountsinvestment accounts; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans over a global data network; Financial Planning; Financial advice; Financial advice and consultancy services; Financial advice relating to tax; Financial advicebudget planning; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro creditsmicro finance and energy products; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial advisory and consultancy servicesfinancial and wealth management servicesfinancial investment brokerage servicesfinancial planninginsurance information and consultancy; Financial advisory services; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial research; Financial valuations; Insurance administration; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance risk management; Tax payment processing services; Advice on finance during retirement; Appraisals for insurance claims of real estate; Arranging of leases and rental agreements for real estate; Assessment and management of real estate; Assuming financial risk of others by entering into options and swaps; Broker-dealer financial services in the field of securitiesstocksfundsequitiesbondscashoptionscommoditiesfutures for financial and wealth management purposes; Business liquidation servicesfinancial; Classified real estate listings of apartment rentals and housing rentals; Commercial and residential real estate agency services; Credit risk management; Credit and financial consultation; Financial asset management; Financial retirement plan consulting services; Financial risk management; Financial administration of retirement plans; Financial advice relating to income tax; Financial consultancy and insurance consultancy; Financial custody servicesmaintaining possession of financial assets for others for financial management purposes; Financial planning for retirement; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial serviceswealth management services; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a credit or debit card over a global data network; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Individual retirement account services; Investment servicesasset acquisitionconsultationdevelopment and management services; Onlinereal-time tax payment processingtax payment financial managementtax payment financial analysis services; Personal and corporate tax saving club in the nature of a saving program for funds that will be used to pay taxes; Providing insurance information; Providing financial risk management services for electronic funds transfercredit and debit card and electronic check transactions via a global computer network; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing information in the field of estate planning; Providing information in the field of wealth management; Real estate appraisal; Real estate consultancy; Real estate consultation; Real estate investment consultancy; Real estate investment trust advisory services; Real estate investment trust management services; Real estate management; Real estate management consultation; Real estate management of retirement communities; Real estate insurance underwriting services; Real estate servicestax appraisals; Underwriting and administration of commercial collateral liability insurance
Publications
History of USPTO decisions and trademark events.
31 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
05/20/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/01/2025
PUBO
PUBLISHED FOR OPPOSITION
04/01/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/26/2025
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/11/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/11/2025
XAEC
EXAMINER'S AMENDMENT ENTERED
03/10/2025
ALIE
ASSIGNED TO LIE
03/10/2025
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/10/2025
GNEA
EXAMINERS AMENDMENT E-MAILED
03/10/2025
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/10/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/21/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/21/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/21/2025
NREV
NOTICE OF REVIVAL - E-MAILED
02/21/2025
PETG
PETITION TO REVIVE-GRANTED
02/21/2025
PROA
TEAS PETITION TO REVIVE RECEIVED
02/21/2025
MAB2
ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
01/27/2025
ABN2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
01/27/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/27/2024
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/27/2024
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/27/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/01/2024
GNRT
NON-FINAL ACTION E-MAILED
10/01/2024
CNRT
NON-FINAL ACTION WRITTEN
10/01/2024
RFTP
REMOVED FROM TEAS PLUS
10/01/2024
DOCK
ASSIGNED TO EXAMINER
09/19/2024
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
07/21/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/21/2024
NWAP
NEW APPLICATION ENTERED
03/06/2024
Continuous trademark protection
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