THE PREVAILING FORMULA Trademark
Trademark Overview
On Tuesday, August 20, 2024, a trademark application was filed for THE PREVAILING FORMULA with the United States Patent and Trademark Office. The USPTO has given the THE PREVAILING FORMULA trademark a serial number of 98708040. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, May 20, 2025. This trademark is owned by Surf and Sage, LLC. The THE PREVAILING FORMULA trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Estate trust planning; Fiduciary representatives; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial advisory services; Financial consultancy services; Financial investment brokerage services; Financial portfolio analysis services; Financial risk assessment services; Financial securities exchange services; Investment advisory services; Investment consultancy; Investment management; Investment risk assessment services; Financial asset management; Financial retirement plan consulting services; Financial administration of retirement plans; Investment services, namely, asset acquisition, consultation, development and management services; Real estate investment services
General Information
| Serial Number | 98708040 |
| Word Mark | THE PREVAILING FORMULA |
| Filing Date | Tuesday, August 20, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, May 20, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 25, 2025 |
Trademark Statements
| Goods and Services | Estate planning; Estate trust planning; Fiduciary representatives; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial advisory services; Financial consultancy services; Financial investment brokerage services; Financial portfolio analysis services; Financial risk assessment services; Financial securities exchange services; Investment advisory services; Investment consultancy; Investment management; Investment risk assessment services; Financial asset management; Financial retirement plan consulting services; Financial administration of retirement plans; Investment services, namely, asset acquisition, consultation, development and management services; Real estate investment services |
| NOT AVAILABLE | "FORMULA" |
Classification Information
| 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 | Tuesday, August 20, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Surf and Sage, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rolling Hills Estate, CA 90275 |
| Party Name | Surf and Sage, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rolling Hills Estate, CA 90275 |
Trademark Events
| Event Date | Event Description |
| Tuesday, August 20, 2024 | NEW APPLICATION ENTERED |
| Tuesday, August 20, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 26, 2025 | ASSIGNED TO EXAMINER |
| Thursday, February 27, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, February 27, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, February 27, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, February 28, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, February 28, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, March 1, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 3, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 19, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 25, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 25, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 20, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
