MORTGAGE MAXIMIZER

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 20 Aug 2025)

What this means for you

Registered since 16 Apr 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87611124
Registration number
5728787
Mark type
Stylized text
Filed
16 Sept 2017
Published for opposition
30 Jan 2018
Registered
16 Apr 2019
Attorney of record
Nicholas Holmes

Goods and services

  • Class 036 — Insurance and financial services: Consulting and information concerning insurance; Design and development of insurance policies for others; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence and providing information for estate planning; Financial advisory and consultancy services, namely, creating checking accounts with profits from life insurance policies used to pay tax deductible mortgages; Financial consulting; Financial evaluation for insurance purposes; Financial planning; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, mortgage planning; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Insurance consulting in the field of life insurance; Investment consultancy; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations

Owner

Prosecution history

  • 20 Aug 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 20 Aug 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 20 Aug 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 20 Aug 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Apr 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 16 Apr 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 07 Sept 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 07 Sept 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 07 Sept 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 07 Sept 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 07 Sept 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 16 Apr 2019 — REGISTERED-PRINCIPAL REGISTER
  • 09 Mar 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 08 Mar 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 22 Feb 2019 — TEAS/EMAIL CORRESPONDENCE ENTERED

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