PROSPERITY FINANCIAL ADVISORS, LLC WEALTH MANAGEMENT SERVICES Trademark

Trademark Overview


On Wednesday, March 6, 2024, a trademark application was filed for PROSPERITY FINANCIAL ADVISORS, LLC WEALTH MANAGEMENT SERVICES with the United States Patent and Trademark Office. The USPTO has given the PROSPERITY FINANCIAL ADVISORS, LLC WEALTH MANAGEMENT SERVICES trademark a serial number of 98437049. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, October 1, 2024. This trademark is owned by PROSPERITY FINANCIAL ADVISORS, LLC. The PROSPERITY FINANCIAL ADVISORS, LLC WEALTH MANAGEMENT SERVICES trademark is filed in the Insurance & Financial Services category with the following description:

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 Financial and Wealth Management Services. Investments, Financial Planning, Insurance; 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. Investment...
prosperity financial advisors, llc wealth management services

General Information


Serial Number98437049
Word MarkPROSPERITY FINANCIAL ADVISORS, LLC WEALTH MANAGEMENT SERVICES
Filing DateWednesday, March 6, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateTuesday, October 1, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of Custom creation of Leaf and the design/layout of company Name Prosperity Financial Advisors LLC..
Goods and ServicesEstate 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 Financial and Wealth Management Services. Investments, Financial Planning, Insurance; 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. Investments, Financial Planning, Insurance; 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 appraisal and valuation of personal assets and business assets; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial planning; 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 Financial and Wealth Management Services. Investments, Financial Planning, Insurance; 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
Indication of Colors claimedColor is not claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status CodeP - NOT AVAILABLE
Class Status DateTuesday, October 1, 2024
Primary Code036
First Use Anywhere DateFriday, September 7, 2007
First Use In Commerce DateFriday, September 7, 2007

Trademark Owner History


Party NamePROSPERITY FINANCIAL ADVISORS, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNobles, IN 46062

Trademark Events


Event DateEvent Description
Wednesday, March 6, 2024NEW APPLICATION ENTERED
Sunday, July 21, 2024NOTICE OF DESIGN SEARCH CODE E-MAILED
Sunday, July 21, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, October 1, 2024REMOVED FROM TEAS PLUS
Tuesday, October 1, 2024NON-FINAL ACTION WRITTEN
Tuesday, October 1, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, October 1, 2024NON-FINAL ACTION E-MAILED
Thursday, September 19, 2024ASSIGNED TO EXAMINER