PWM
LIVE

Serial Number

87505530

Owner

Prosperity Wealth Management, Inc.

Attorney

Brian Beverly

Filing Date

Jun 26, 2017

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PWM Trademark

Serial Number: 87505530 • Registration: 5740441

PWM is a trademark filed by Prosperity Wealth Management, Inc. on June 26, 2017. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

Prosperity Wealth Management, Inc. (4 trademarks)

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

Entity Type: 03

Trademark Details

Filing Date

June 26, 2017

Registration Date

April 30, 2019

Published for Opposition

April 24, 2018

Goods & Services

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 finance, financial investments, financial valuations, and the financial aspects of retirement; 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; Investment and financial advisor support services, namely, providing financial management solutions, consultations, and advice, to professionals and businesses in the financial and investment services industries; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Information, advisory, consultancy and research services relating to finance and investments

Consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others, namely, professionals and businesses; Consulting services in the fields of selection, implementation and use of computer hardware and software systems for others; Computer software consulting

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sep 11, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sep 11, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 11, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Apr 30, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Apr 30, 2024 REM1
REGISTERED-PRINCIPAL REGISTER
Apr 30, 2019 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Mar 23, 2019 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Mar 22, 2019 CNPR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 21, 2019 GNRN
NON-FINAL ACTION E-MAILED
Feb 21, 2019 GNRT
SU - NON-FINAL ACTION - WRITTEN
Feb 21, 2019 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Jan 24, 2019 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jan 24, 2019 AITU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Dec 21, 2018 EXRA
USE AMENDMENT FILED
Dec 20, 2018 IUAF
TEAS STATEMENT OF USE RECEIVED
Dec 20, 2018 EISU
SOU EXTENSION 1 GRANTED
Dec 19, 2018 EX1G
SOU EXTENSION 1 FILED
Dec 19, 2018 EXT1
SOU TEAS EXTENSION RECEIVED
Dec 19, 2018 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jun 19, 2018 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 24, 2018 NPUB
PUBLISHED FOR OPPOSITION
Apr 24, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 4, 2018 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 19, 2018 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 17, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 16, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 16, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 22, 2017 GNRN
NON-FINAL ACTION E-MAILED
Sep 22, 2017 GNRT
NON-FINAL ACTION WRITTEN
Sep 22, 2017 CNRT
ASSIGNED TO EXAMINER
Sep 22, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 1, 2017 NWOS
NEW APPLICATION ENTERED
Jun 29, 2017 NWAP