| Serial Number | 86943673 |
| Word Mark | MAX WEALTH MANAGEMENT |
| Filing Date | Thursday, March 17, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, March 31, 2023 |
| Registration Number | 5157764 |
| Registration Date | Tuesday, March 7, 2017 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 16, 2016 |
| Description of Mark | The mark consists of the word "MAX" in large stylized lettering with the right leg of the letter "X" extended incorporated within a solid block to the right of which appear the words "WEALTH MANAGEMENT". The color white represents background and is not a feature of the mark. |
| Goods and Services | Financial services, namely, wealth management services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| 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, March 22, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, March 31, 2016 |
| First Use In Commerce Date | Thursday, March 31, 2016 |
| Party Name | MAX CREDIT UNION |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Montgomery, AL 361244040 |
| Party Name | MAX CREDIT UNION |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Montgomery, AL 361244040 |
| Party Name | MAX CREDIT UNION |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Montgomery, AL 361244040 |
| Event Date | Event Description |
| Friday, March 31, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Friday, March 31, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, March 31, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, September 20, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, March 7, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, March 7, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 31, 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, January 30, 2017 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, January 9, 2017 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, December 12, 2016 | USE AMENDMENT FILED |
| Saturday, January 7, 2017 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, December 12, 2016 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, October 11, 2016 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, August 16, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 16, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 27, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, July 14, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, July 7, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 28, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Monday, June 27, 2016 | ASSIGNED TO LIE |
| Monday, June 27, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, June 27, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Monday, June 27, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, June 25, 2016 | ASSIGNED TO EXAMINER |
| Wednesday, March 23, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, March 22, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 21, 2016 | NEW APPLICATION ENTERED |