PROSPERITY WEALTH MANAGEMENT
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 07 Sept 2025)
What this means for you
Registered since 30 Oct 2018. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86492826
- Registration number
- 5595919
- Mark type
- Stylized text
- Filed
- 30 Dec 2014
- Published for opposition
- 29 Dec 2015
- Registered
- 30 Oct 2018
- Attorney of record
- Brian Beverly
Goods and services
- Class 036 — Insurance and financial 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
Owner
- Prosperity Financial Group, Inc., San Ramon, CA, US
- Prosperity Financial Group, Inc., San Ramon, CA, US
- Prosperity Financial Group, Inc., San Ramon, CA, US
Prior registrations
Prosecution history
- 07 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 07 Sept 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 07 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 29 Apr 2025 — TEAS SECTION 8 & 15 RECEIVED
- 30 Oct 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 27 Jan 2020 — REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
- 25 Jan 2020 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 30 Oct 2018 — REGISTERED-PRINCIPAL REGISTER
- 25 Sept 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 24 Sept 2018 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 18 Sept 2018 — STATEMENT OF USE PROCESSING COMPLETE
- 22 Aug 2018 — USE AMENDMENT FILED
- 17 Sept 2018 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 22 Aug 2018 — TEAS STATEMENT OF USE RECEIVED
- 22 Feb 2018 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED