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PROSPERITY FINANCIAL ADVISORS, LLC WEALTH MANAGEMENT SERVICES
Live/Pending
NON-FINAL ACTION - MAILED

final action

on 01 Oct 2024

Last Applicant/ Owned by

5570 Pebble Village Lane Ste 200

Noblesville

IN

46062

Serial Number

98437049 filed on 06th Mar 2024

Registration Number

N/A

Correspondent Address

Noblesville, IN 46062

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

PROSPERITY FINANCIAL ADVISORS, LLC WEALTH MANAGEMENT SERVICES

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 Financia Read More

Classification Information


Class [036]
Insurance & Financial Services


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 Financial and Wealth Management Services. Investments, Financial Planning, Insurance; 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. Investments, Financial Planning, Insurance; 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 appraisal and valuation of personal assets and business assets; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial planning; 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 Financial and Wealth Management Services. Investments, Financial Planning, Insurance; 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


First Use Date in General

07th Sep 2007

First Use Date in Commerce

07th Sep 2007

Mark Details


Serial Number

No 98437049

Mark Type

No Service Mark

Attorney Docket Number

No 98437049

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

05.03.08 -

More than one leaf, including scattered leaves, bunches of leaves not attached to branches

05.03.25 -

Other leaves

26.09.21 -

Squares that are completely or partially shaded

26.11.21 -

Rectangles that are completely or partially shaded

Legal History


Show more

Status DateAction Taken
27th Dec 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
27th Dec 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
27th Dec 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
01st Oct 2024NON-FINAL ACTION E-MAILED
01st Oct 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
01st Oct 2024NON-FINAL ACTION WRITTEN
01st Oct 2024REMOVED FROM TEAS PLUS
19th Sep 2024ASSIGNED TO EXAMINER
21st Jul 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
21st Jul 2024NOTICE OF DESIGN SEARCH CODE E-MAILED