| Serial Number | 87505531 |
| Word Mark | PWM |
| Filing Date | Monday, June 26, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, September 11, 2025 |
| Registration Number | 5740442 |
| Registration Date | Tuesday, April 30, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 24, 2018 |
| Description of Mark | The mark consists of the expression "PWM" in overlapping upper case stylized letters and with the rightmost branch of the letter "W" stylized to depict an arrow, all overlayed on a grid design. |
| Pseudo Mark | PROSPERITY WEALTH MANAGEMENT |
| Goods and 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and 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 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, July 1, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, December 31, 2017 |
| First Use In Commerce Date | Sunday, December 31, 2017 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, July 1, 2017 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, December 31, 2017 |
| First Use In Commerce Date | Sunday, December 31, 2017 |
| Party Name | Prosperity Wealth Management, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Ramon, CA 94583 |
| Party Name | Prosperity Wealth Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Ramon, CA 94583 |
| Party Name | Prosperity Wealth Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Ramon, CA 94583 |
| Event Date | Event Description |
| Thursday, June 29, 2017 | NEW APPLICATION ENTERED |
| Saturday, July 1, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 4, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, September 22, 2017 | ASSIGNED TO EXAMINER |
| Friday, September 22, 2017 | NON-FINAL ACTION WRITTEN |
| Friday, September 22, 2017 | NON-FINAL ACTION E-MAILED |
| Friday, September 22, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 16, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 16, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, March 17, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 19, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 4, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 24, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 24, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 19, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, December 19, 2018 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, December 19, 2018 | SOU EXTENSION 1 FILED |
| Wednesday, December 19, 2018 | SOU EXTENSION 1 GRANTED |
| Thursday, December 20, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, December 20, 2018 | USE AMENDMENT FILED |
| Friday, December 21, 2018 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, January 24, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, January 24, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, February 21, 2019 | SU - NON-FINAL ACTION - WRITTEN |
| Thursday, February 21, 2019 | NON-FINAL ACTION E-MAILED |
| Thursday, February 21, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 22, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, March 23, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, April 30, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 30, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, April 30, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, September 11, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, September 11, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, September 11, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |