MAX RETIREMENT

What this means for you

Not registered yet, but its 06 May 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99171084

Mark type

Stylized text

Filed

06 May 2025

Attorney of record

Stephen Scherrer

Goods and services

• Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Information, advisory, consultancy and financial research services relating to finance and investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial analysis; Financial portfolio analysis services; Financial data analysis; Financial analysis and consultation; Financial analysis and research services; Financial investment analysis and stock research; Financial information; Providing financial information; Financial information and evaluations; Financial information and advisory services; Providing investors with financial information; Financial research and information services; Providing financial information and financial advice via a website; Providing information in the field of finance
• Class 041 — Education and entertainment services: Providing a website featuring blogs and non-downloadable publications in the nature of on-line journals, FAQs, podcasts, and videos in the field(s) of financial retirement, personal wealth management, insurance, and business consulting; Education services, namely, providing classes, workshops, and seminars in the fields of financial retirement, personal wealth management, insurance, and business consulting; Entertainment services, namely, providing podcasts in the field of financial retirement, personal wealth management, insurance, and business consulting; Entertainment services, namely, providing video podcasts in the field of financial retirement, personal wealth management, insurance, and business consulting; On-line journals, namely, blogs featuring educational information in the fields of financial retirement, personal wealth management, insurance, and business consulting; On-line journals, namely, blogs featuring financial retirement, personal wealth management, insurance, and business consulting; Educational services, namely, providing educational on-line newsletters in the fields of financial retirement, personal wealth management, insurance, and business consulting

Owner

• Sierens Financial Group, Inc., Elgin, IL, US

Prosecution history

• 30 Mar 2026 — TEAS PETITION TO REVIVE RECEIVED
• 28 Sept 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 28 Sept 2025 — NON-FINAL ACTION E-MAILED
• 28 Sept 2025 — NON-FINAL ACTION WRITTEN
• 23 Sept 2025 — ASSIGNED TO EXAMINER
• 06 May 2025 — APPLICATION FILING RECEIPT MAILED
• 06 May 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 06 May 2025 — NEW APPLICATION ENTERED