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 PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, March 11, 2025. 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 retirement plans, retirement accounts, and investment accounts; 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 over a global data network; Financial Planning; 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 a...
prosperity financial advisors, llc wealth management services

General Information


Serial Number98437049
Word MarkPROSPERITY FINANCIAL ADVISORS, LLC WEALTH MANAGEMENT SERVICES
Filing DateWednesday, March 6, 2024
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateTuesday, March 11, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, April 1, 2025

Trademark Statements


Description of MarkThe mark consists of the wording "PROSPERITY" displayed in large block letters above the smaller wording "FINANCIAL ADVISORS, LLC" in block letters appearing inside a rectangle, both to the right of a square containing a design of three leaves with the center leaf separating the shading in the upper left portion from the shading in the lower right portion, all above the large stylized wording "WEALTH MANAGEMENT SERVICES".
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 retirement plans, retirement accounts, and investment accounts; 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 over a global data network; Financial Planning; 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, financial investment brokerage services, financial planning, and insurance information and consultancy; 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 consultancy; Financial consultation; Financial consulting; Financial forecasting; 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 securities, stocks, funds, equities, bonds, cash, options, commodities, and futures for financial and wealth management purposes; 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.
NOT AVAILABLE"FINANCIAL ADVISORS, LLC" and "WEALTH MANAGEMENT SERVICES"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
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
AddressNoblesville, 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
Thursday, September 19, 2024ASSIGNED TO EXAMINER
Tuesday, October 1, 2024NON-FINAL ACTION E-MAILED
Friday, December 27, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, December 27, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, December 27, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, February 21, 2025PETITION TO REVIVE-GRANTED
Friday, February 21, 2025NOTICE OF REVIVAL - E-MAILED
Friday, February 21, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, January 27, 2025ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Monday, January 27, 2025ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Friday, February 21, 2025TEAS PETITION TO REVIVE RECEIVED
Friday, February 21, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, February 21, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, March 10, 2025EXAMINERS AMENDMENT -WRITTEN
Monday, March 10, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, March 10, 2025EXAMINERS AMENDMENT E-MAILED
Monday, March 10, 2025EXAMINER'S AMENDMENT ENTERED
Monday, March 10, 2025ASSIGNED TO LIE
Tuesday, March 11, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, March 11, 2025LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, March 26, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED