MAXWELL WEALTH STRATEGIES
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 10 Nov 2021)
What this means for you
Registered since 02 Aug 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86794856
- Registration number
- 5011484
- Mark type
- Stylized text
- Filed
- 21 Oct 2015
- Published for opposition
- 17 May 2016
- Registered
- 02 Aug 2016
- Attorney of record
- WILLIAM D. WOLLESEN
Goods and services
- Class 036 — Insurance and financial 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
Owner
- MAXWELL WEALTH STRATEGIES INC., PLEASANTON, CA, US
- MAXWELL WEALTH STRATEGIES INC., PLEASANTON, CA, US
- MAXWELL WEALTH STRATEGIES INC., PLEASANTON, CA, US
Prosecution history
- 02 Aug 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 19 Jan 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 19 Jan 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 19 Jan 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 19 Jan 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 19 Jan 2022 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 10 Nov 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 10 Nov 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 10 Nov 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 06 Aug 2021 — TEAS SECTION 8 & 15 RECEIVED
- 02 Aug 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 02 Aug 2016 — REGISTERED-PRINCIPAL REGISTER
- 17 May 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 17 May 2016 — PUBLISHED FOR OPPOSITION
- 27 Apr 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED