MAXWELL WEALTH STRATEGIES - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Image for trademark with serial number 86794856
Serial Number
86794856
Registration Number
5011484
Word Mark
MAXWELL WEALTH STRATEGIES
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2021-11-10
Filing Date
2015-10-21
Registration Number
5011484
Registration Date
2016-08-02
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2016-05-17
Attorney Name
Law Office Assigned Location Code
N20
Employee Name
MIRANDA, JOHN SALVADOR
Statements
Disclaimer with Predetermined Text
"WEALTH STRATEGIES"
Goods and Services
Financial advice and consultancy services; Financial advice, namely, budget planning; 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 planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Investment consultation; Investment management; Investment risk assessment 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
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2015-10-26
Primary Code
036
First Use Anywhere Date
2015-05-01
First Use In Commerce Date
2015-05-01
Current Trademark Owners
Party Type
30 - Original Registrant
Address
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Trademark Owner History
Party Type
30 - Original Registrant
Address
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Party Type
20 - Owner at Publication
Address
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Party Type
10 - Original Applicant
Address
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Correspondences
Name
WILLIAM D. WOLLESEN
Address
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Trademark Events
Event DateEvent Description
2015-10-24NEW APPLICATION ENTERED IN TRAM
2015-10-26NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2016-02-11ASSIGNED TO EXAMINER
2016-02-11NON-FINAL ACTION WRITTEN
2016-02-11NON-FINAL ACTION E-MAILED
2016-02-11NOTIFICATION OF NON-FINAL ACTION E-MAILED
2016-04-04TEAS RESPONSE TO OFFICE ACTION RECEIVED
2016-04-04CORRESPONDENCE RECEIVED IN LAW OFFICE
2016-04-05TEAS/EMAIL CORRESPONDENCE ENTERED
2016-04-07APPROVED FOR PUB - PRINCIPAL REGISTER
2016-04-27NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2016-05-17PUBLISHED FOR OPPOSITION
2016-05-17OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2016-08-02REGISTERED-PRINCIPAL REGISTER
2021-08-02COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2021-08-06TEAS SECTION 8 & 15 RECEIVED
2021-11-10CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2021-11-10REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2021-11-10NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2022-01-19TEAS CHANGE OF OWNER ADDRESS RECEIVED
2022-01-19TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2022-01-19ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2022-01-19TEAS CHANGE OF CORRESPONDENCE RECEIVED
2022-01-19APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED