WEALTH-MAXIMIZE Trademark
Trademark Overview
On Sunday, September 28, 2025, a trademark application was filed for WEALTH-MAXIMIZE with the United States Patent and Trademark Office. The USPTO has given the WEALTH-MAXIMIZE trademark a serial number of 99417206. The federal status of this trademark filing is REGISTERED as of Tuesday, May 5, 2026. The WEALTH-MAXIMIZE trademark is filed in the Insurance & Financial Services category with the following description:
Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products
General Information
| Serial Number | 99417206 |
| Word Mark | WEALTH-MAXIMIZE |
| Filing Date | Sunday, September 28, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 5, 2026 |
| Registration Number | 8241323 |
| Registration Date | Tuesday, May 5, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 17, 2026 |
Trademark Statements
| Goods and Services | Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products |
| Pseudo Mark | WEALTH MAXIMIZE |
Classification Information
| 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 | Sunday, September 28, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, September 23, 2025 |
| First Use In Commerce Date | Tuesday, September 23, 2025 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Bixby, OK 74008
US |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Bixby, OK 74008
US |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Bixby, OK 74008
US |
Trademark Events
| Event Date | Event Description |
| Sunday, September 28, 2025 | NEW APPLICATION ENTERED |
| Sunday, September 28, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, February 18, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 19, 2026 | ASSIGNED TO EXAMINER |
| Friday, February 20, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 11, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 17, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 17, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 5, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 5, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
