PWM
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 11 Sept 2025)
What this means for you
Registered since 30 Apr 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87505530
- Registration number
- 5740441
- Mark type
- Stylized text
- Filed
- 26 Jun 2017
- Published for opposition
- 24 Apr 2018
- Registered
- 30 Apr 2019
- Attorney of record
- Brian Beverly
Goods and services
- Class 036 — Insurance and financial 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
- Class 042 — Scientific and technological services: 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
Owner
- Prosperity Wealth Management, Inc., San Ramon, CA, US
- Prosperity Wealth Management, Inc., San Ramon, CA, US
- Prosperity Wealth Management, Inc., San Ramon, CA, US
Prosecution history
- 11 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 11 Sept 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 11 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 30 Apr 2025 — TEAS SECTION 8 & 15 RECEIVED
- 30 Apr 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 30 Apr 2019 — REGISTERED-PRINCIPAL REGISTER
- 23 Mar 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 22 Mar 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 21 Feb 2019 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 21 Feb 2019 — NON-FINAL ACTION E-MAILED
- 21 Feb 2019 — SU - NON-FINAL ACTION - WRITTEN
- 24 Jan 2019 — STATEMENT OF USE PROCESSING COMPLETE
- 20 Dec 2018 — USE AMENDMENT FILED
- 24 Jan 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 20 Dec 2018 — TEAS STATEMENT OF USE RECEIVED