MAX RETIREMENT Trademark

Trademark Overview


On Monday, November 20, 2023, a trademark application was filed for MAX RETIREMENT with the United States Patent and Trademark Office. The USPTO has given the MAX RETIREMENT trademark a serial number of 98277699. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, March 5, 2025. This trademark is owned by Sierens Financial Group, Inc.. The MAX RETIREMENT trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Educational services, namely, providing classes, workshops, seminars, and seminars in the fields of financial retirement, personal wealth management, insurance, and business consulting; entertainment services, namely, providing non-downloadable educational podcasts in the fields of financial retirement, personal wealth management, insurance, and business consulting; on-line journals, namely, blogs featuring educational information in the fields of financial retirement, personal wealth management, insurance, and business consulting; providing educational on-line newsletters in the fields of financial retirement, personal wealth management, insurance, and business consulting; providing online non-downloadable educational videos in the fields of financial planning for retirement, personal wealth management, insurance, and business consulting

Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and research services; Financial information and advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance brokerage services; providing a website featuring educational information in the fields of financial retirement, presonal wealth management, and insurance
max retirement

General Information


Serial Number98277699
Word MarkMAX RETIREMENT
Filing DateMonday, November 20, 2023
Status641 - NON-FINAL ACTION - MAILED
Status DateWednesday, March 5, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducational services, namely, providing classes, workshops, seminars, and seminars in the fields of financial retirement, personal wealth management, insurance, and business consulting; entertainment services, namely, providing non-downloadable educational podcasts in the fields of financial retirement, personal wealth management, insurance, and business consulting; on-line journals, namely, blogs featuring educational information in the fields of financial retirement, personal wealth management, insurance, and business consulting; providing educational on-line newsletters in the fields of financial retirement, personal wealth management, insurance, and business consulting; providing online non-downloadable educational videos in the fields of financial planning for retirement, personal wealth management, insurance, and business consulting
Goods and ServicesFinancial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and research services; Financial information and advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance brokerage services; providing a website featuring educational information in the fields of financial retirement, presonal wealth management, and insurance

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 20, 2023
Primary Code036
First Use Anywhere DateFriday, January 17, 2025
First Use In Commerce DateFriday, January 17, 2025

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, November 20, 2023
Primary Code041
First Use Anywhere DateFriday, January 17, 2025
First Use In Commerce DateFriday, January 17, 2025

Trademark Owner History


Party NameSierens Financial Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressElgin, IL 60123

Trademark Events


Event DateEvent Description
Monday, November 20, 2023NEW APPLICATION ENTERED
Thursday, February 8, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, June 24, 2024ASSIGNED TO EXAMINER
Monday, June 24, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, June 24, 2024NON-FINAL ACTION E-MAILED
Monday, June 24, 2024NON-FINAL ACTION WRITTEN
Tuesday, September 24, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 24, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 25, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, January 29, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 29, 2024NON-FINAL ACTION WRITTEN
Tuesday, October 29, 2024NON-FINAL ACTION E-MAILED
Tuesday, October 29, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, January 29, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 5, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, March 5, 2025NON-FINAL ACTION E-MAILED
Wednesday, March 5, 2025NON-FINAL ACTION WRITTEN
Wednesday, January 29, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED