MAXIMUM VALUE PLANNING Trademark

Trademark Overview


On Wednesday, August 8, 2018, a trademark application was filed for MAXIMUM VALUE PLANNING with the United States Patent and Trademark Office. The USPTO has given the MAXIMUM VALUE PLANNING trademark a serial number of 88070290. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, August 15, 2025. This trademark is owned by Athena Advisor Services, LLC. The MAXIMUM VALUE PLANNING trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services
maximum value planning

General Information


Serial Number88070290
Word MarkMAXIMUM VALUE PLANNING
Filing DateWednesday, August 8, 2018
Status710 - CANCELLED - SECTION 8
Status DateFriday, August 15, 2025
Registration Number5671826
Registration DateTuesday, February 5, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial planning and investment advisory services
NOT AVAILABLE"PLANNING"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateSaturday, August 16, 2025
Primary Code036
First Use Anywhere DateWednesday, August 8, 2018
First Use In Commerce DateWednesday, August 8, 2018

Trademark Owner History


Party NameAthena Advisor Services, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressDes Plaines, IL 60016

Party NameAthena Advisor Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDes Plaines, IL 60016

Trademark Events


Event DateEvent Description
Tuesday, December 4, 2018EXAMINER'S AMENDMENT ENTERED
Tuesday, December 4, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Saturday, August 11, 2018NEW APPLICATION ENTERED
Wednesday, August 15, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, November 27, 2018ASSIGNED TO EXAMINER
Tuesday, December 4, 2018EXAMINERS AMENDMENT -WRITTEN
Tuesday, December 4, 2018EXAMINERS AMENDMENT E-MAILED
Tuesday, February 5, 2019REGISTERED-SUPPLEMENTAL REGISTER
Monday, February 5, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, August 15, 2025CANCELLED SEC. 8 (6-YR)
Tuesday, December 4, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, December 26, 2018ASSIGNED TO LIE
Thursday, January 3, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED