THE PRESTIGE PLAN Trademark

Trademark Overview

On Tuesday, May 6, 2025, a trademark application was filed for THE PRESTIGE PLAN with the United States Patent and Trademark Office. The USPTO has given the THE PRESTIGE PLAN trademark a serial number of 99171514. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, December 23, 2025. This trademark is owned by Prestige Wealth Management, Inc.. The THE PRESTIGE PLAN trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory services; Providing financial advisory services; Investment advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; all of the above limited to consumer-focused financial planning and retirement income advisory services
the prestige plan

General Information

Serial Number99171514
Word MarkTHE PRESTIGE PLAN
Filing DateTuesday, May 6, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateTuesday, December 23, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 13, 2026

Trademark Statements

NOT AVAILABLE"PLAN"
Goods and ServicesFinancial advisory services; Providing financial advisory services; Investment advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; all of the above limited to consumer-focused financial planning and retirement income advisory 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, May 6, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NamePrestige Wealth Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSouthlake, TX 76092

Trademark Events

Event DateEvent Description
Tuesday, May 6, 2025NEW APPLICATION ENTERED
Tuesday, May 6, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, May 6, 2025APPLICATION FILING RECEIPT MAILED
Monday, September 22, 2025ASSIGNED TO EXAMINER
Friday, September 26, 2025NON-FINAL ACTION WRITTEN
Friday, September 26, 2025NON-FINAL ACTION E-MAILED
Friday, September 26, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, November 20, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, November 20, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, November 20, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, December 12, 2025EXAMINERS AMENDMENT -WRITTEN
Friday, December 12, 2025EXAMINERS AMENDMENT E-MAILED
Friday, December 12, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, December 12, 2025EXAMINER'S AMENDMENT ENTERED
Friday, December 12, 2025APPROVED FOR PUB - PRINCIPAL REGISTER

Related Keywords

plan prestige financial services advisory retirement advice providing limited above consumer planning