| Serial Number | 86794856 |
| Word Mark | MAXWELL WEALTH STRATEGIES |
| Filing Date | Wednesday, October 21, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, November 10, 2021 |
| Registration Number | 5011484 |
| Registration Date | Tuesday, August 2, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 17, 2016 |
| 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 |
| 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 | Monday, October 26, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, May 1, 2015 |
| First Use In Commerce Date | Friday, May 1, 2015 |
| Party Name | MAXWELL WEALTH STRATEGIES INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | PLEASANTON, CA 94566 |
| Party Name | MAXWELL WEALTH STRATEGIES INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | PLEASANTON, CA 94588 |
| Party Name | MAXWELL WEALTH STRATEGIES INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | PLEASANTON, CA 94588 |
| Event Date | Event Description |
| Wednesday, January 19, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, January 19, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, January 19, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, January 19, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, January 19, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, November 10, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, November 10, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, November 10, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, August 6, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, August 2, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, August 2, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 17, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 17, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 27, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, April 7, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, April 5, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 4, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 4, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, February 11, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, February 11, 2016 | NON-FINAL ACTION E-MAILED |
| Thursday, February 11, 2016 | NON-FINAL ACTION WRITTEN |
| Thursday, February 11, 2016 | ASSIGNED TO EXAMINER |
| Monday, October 26, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, October 24, 2015 | NEW APPLICATION ENTERED IN TRAM |