TrademarkDir
PROSPERITY WEALTH MANAGEMENT
LIVE

Serial Number

86492826

Owner

Prosperity Financial Group, Inc.

Attorney

Brian Beverly

Filing Date

Dec 30, 2014

Add to watchlist:

No watchlists yet
+ Create New Watchlist
View on USPTO

PROSPERITY WEALTH MANAGEMENT Trademark

Serial Number: 86492826 • Registration: 5595919

PROSPERITY WEALTH MANAGEMENT is a trademark filed by Prosperity Financial Group, Inc. on December 30, 2014. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Prosperity Financial Group, Inc. (3 trademarks)

2333 San Ramon Valley Blvd., Ste 200
San Ramon, CA 94583

Entity Type: 03

Trademark Details

Filing Date

December 30, 2014

Registration Date

October 30, 2018

Published for Opposition

December 29, 2015

Goods & Services

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 finance, financial investments, financial valuations, and the financial aspects of retirement; capital investment services; 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

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sep 7, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sep 7, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 7, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Apr 29, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Oct 30, 2023 REM1
REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
Jan 27, 2020 CORV
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jan 25, 2020 EWAF
REGISTERED-PRINCIPAL REGISTER
Oct 30, 2018 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Sep 25, 2018 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Sep 24, 2018 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Sep 18, 2018 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Sep 17, 2018 AITU
USE AMENDMENT FILED
Aug 22, 2018 IUAF
TEAS STATEMENT OF USE RECEIVED
Aug 22, 2018 EISU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Feb 22, 2018 EXRA
SOU EXTENSION 4 GRANTED
Feb 20, 2018 EX4G
SOU EXTENSION 4 FILED
Feb 20, 2018 EXT4
SOU TEAS EXTENSION RECEIVED
Feb 20, 2018 EEXT
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 20, 2018 TCCA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Aug 24, 2017 EXRA
SOU EXTENSION 3 GRANTED
Aug 22, 2017 EX3G
SOU EXTENSION 3 FILED
Aug 22, 2017 EXT3
SOU TEAS EXTENSION RECEIVED
Aug 22, 2017 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Feb 25, 2017 EXRA
SOU EXTENSION 2 GRANTED
Feb 23, 2017 EX2G
SOU EXTENSION 2 FILED
Feb 23, 2017 EXT2
SOU TEAS EXTENSION RECEIVED
Feb 23, 2017 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Aug 6, 2016 EXRA
SOU EXTENSION 1 GRANTED
Aug 4, 2016 EX1G
SOU EXTENSION 1 FILED
Aug 4, 2016 EXT1
SOU TEAS EXTENSION RECEIVED
Aug 4, 2016 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Feb 23, 2016 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 29, 2015 NPUB
PUBLISHED FOR OPPOSITION
Dec 29, 2015 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 9, 2015 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 13, 2015 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 10, 2015 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 9, 2015 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 9, 2015 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 9, 2015 GNRN
NON-FINAL ACTION E-MAILED
Apr 9, 2015 GNRT
NON-FINAL ACTION WRITTEN
Apr 9, 2015 CNRT
ASSIGNED TO EXAMINER
Apr 7, 2015 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 12, 2015 NWOS
NEW APPLICATION ENTERED
Jan 2, 2015 NWAP

Related Trademarks

More from this Owner

MEET THE EXPERT WITH ELLIOT KALLEN

MEET THE EXPERT WITH ELLIOT KALLEN

MEET THE EXPERT WITH ELLIOT KALLEN

MEET THE EXPERT WITH ELLIOT KALLEN

MEET THE EXPERT WITH ELLIOT KALLEN

MEET THE EXPERT WITH ELLIOT KALLEN

PROSPERITY FINANCIAL GROUP, INC.

PROSPERITY FINANCIAL GROUP, INC.

PROSPERITY FINANCIAL GROUP, INC.

PROSPERITY FINANCIAL GROUP, INC.

PROSPERITY FINANCIAL GROUP, INC.

PROSPERITY FINANCIAL GROUP, INC.