PROSPERITY FINANCIAL ADVISORS, LLC WEALTH MANAGEMENT SERVICES
LIVE

Serial Number

98437049

Owner

PROSPERITY FINANCIAL ADVISORS, LLC

Attorney

Hemavathy Perumal

First Use Date

Sep 7, 2007

Filing Date

Mar 6, 2024

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PROSPERITY FINANCIAL ADVISORS, LLC WEALTH MANAGEMENT SERVICES Trademark

Serial Number: 98437049 • Registration: 7798436

PROSPERITY FINANCIAL ADVISORS, LLC WEALTH MANAGEMENT SERVICES is a trademark filed by PROSPERITY FINANCIAL ADVISORS, LLC on March 6, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

PROSPERITY FINANCIAL ADVISORS, LLC (2 trademarks)

5570 Pebble Village Lane Ste 200
Noblesville, IN 46062

Entity Type: 16

Trademark Details

Filing Date

March 6, 2024

Registration Date

May 20, 2025

First Use Anywhere

September 7, 2007

First Use in Commerce

September 7, 2007

Published for Opposition

April 1, 2025

Goods & Services

Estate planning; Estate trust management; Estate trust planning; Fiduciary representatives; Fiduciary services, namely, fiduciary 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 plans, retirement accounts, and investment accounts; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other 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 advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, financial and wealth management services, financial investment brokerage services, financial planning, and insurance information and consultancy; Financial advisory services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory 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 securities, stocks, funds, equities, bonds, cash, options, commodities, and futures for financial and wealth management purposes; Business liquidation services, financial; 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 services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Individual retirement account services; Investment services, namely, asset acquisition, consultation, development and management services; Online, real-time tax payment processing, tax payment financial management, and tax 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 transfer, credit and debit card and electronic check transactions via a global computer network; Providing information and advice in the field of finance, financial investments, financial valuations, and the 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 services, namely, tax appraisals; Underwriting and administration of commercial collateral liability insurance

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
May 20, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
May 20, 2025 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 1, 2025 NPUB
PUBLISHED FOR OPPOSITION
Apr 1, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 26, 2025 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Mar 11, 2025 PREV
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 11, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Mar 10, 2025 XAEC
ASSIGNED TO LIE
Mar 10, 2025 ALIE
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Mar 10, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Mar 10, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Mar 10, 2025 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 21, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 21, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 21, 2025 TROA
NOTICE OF REVIVAL - E-MAILED
Feb 21, 2025 NREV
PETITION TO REVIVE-GRANTED
Feb 21, 2025 PETG
TEAS PETITION TO REVIVE RECEIVED
Feb 21, 2025 PROA
ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Jan 27, 2025 MAB2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Jan 27, 2025 ABN2
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 27, 2024 TCCA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 27, 2024 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 27, 2024 COAR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 1, 2024 GNRN
NON-FINAL ACTION E-MAILED
Oct 1, 2024 GNRT
NON-FINAL ACTION WRITTEN
Oct 1, 2024 CNRT
REMOVED FROM TEAS PLUS
Oct 1, 2024 RFTP
ASSIGNED TO EXAMINER
Sep 19, 2024 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jul 21, 2024 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 21, 2024 NWOS
NEW APPLICATION ENTERED
Mar 6, 2024 NWAP