NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
09/11/2025
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Official data from USPTO
PWM
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: US
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
33
Latest update
09/12/2025
Classification
Registered
Trademark type
Word
Nice classes
36, 42
Filing date
06/26/2017
Registration date
04/30/2019
Expiration date
-
Recommended action
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Next step
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Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/11/2025
Last transaction
09/12/2025
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
ERVIN, INGA
Current location
Historical data usage
Holders and representatives
Holders
Prosperity Wealth Management, Inc.
Representatives
Brian Beverly Beeson Skinner Beverly, LLP
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
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 financefinancial investmentsfinancial valuationsthe financial aspects of retirement; 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; Investment and financial advisor support servicesproviding financial management solutionsconsultationsadviceto professionals and businesses in the financial and investment services industries; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Informationadvisoryconsultancy and research services relating to finance and investments
Class 42
Consulting services in the field of designselectionimplementation and use of computer hardware and software systems for othersprofessionals and businesses; Consulting services in the fields of selectionimplementation and use of computer hardware and software systems for others; Computer software consulting
Publications
History of USPTO decisions and trademark events.
33 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
09/11/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/11/2025
E815
TEAS SECTION 8 & 15 RECEIVED
04/30/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
04/30/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
04/30/2019
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
03/23/2019
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
03/22/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/21/2019
GNRT
NON-FINAL ACTION E-MAILED
02/21/2019
CNRT
SU - NON-FINAL ACTION - WRITTEN
02/21/2019
SUPC
STATEMENT OF USE PROCESSING COMPLETE
01/24/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
01/24/2019
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
12/21/2018
IUAF
USE AMENDMENT FILED
12/20/2018
EISU
TEAS STATEMENT OF USE RECEIVED
12/20/2018
EX1G
SOU EXTENSION 1 GRANTED
12/19/2018
EXT1
SOU EXTENSION 1 FILED
12/19/2018
EEXT
SOU TEAS EXTENSION RECEIVED
12/19/2018
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
06/19/2018
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/24/2018
PUBO
PUBLISHED FOR OPPOSITION
04/24/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/04/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/19/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/17/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/16/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/16/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/22/2017
GNRT
NON-FINAL ACTION E-MAILED
09/22/2017
CNRT
NON-FINAL ACTION WRITTEN
09/22/2017
DOCK
ASSIGNED TO EXAMINER
09/22/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/01/2017
NWAP
NEW APPLICATION ENTERED
06/29/2017
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