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 PUBLISHED FOR OPPOSITION as of Tuesday, March 25, 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 | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, March 25, 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 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, February 27, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, February 28, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 27, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, February 28, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, March 1, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 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 |
| Monday, March 3, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
