REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
08/02/2025
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Official data from USPTO
MAXWELL WEALTH STRATEGIES
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: WordOffice: US
Quick snapshot
MAXWELL WEALTH STRATEGIES
ST13
US500000086794856Class
36
Filing
86794856
Registration
5011484
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
25
Latest update
08/03/2025
Classification
Registered
Trademark type
Word
Nice classes
36
Filing date
10/21/2015
Registration date
08/02/2016
Expiration date
-
Recommended action
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Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/10/2021
Last transaction
08/03/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
05/01/2015
First use in commerce
05/01/2015
Drawing code
4
Owner type
03
Owner location
PLEASANTON, CA
Examiner
MIRANDA, JOHN
Law office
N20
Current location
TMO LAW OFFICE 120
Holders and representatives
Holders
MAXWELL WEALTH STRATEGIES INC.
Representatives
WILLIAM D. WOLLESEN HALL LAW GROUP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial advice and consultancy services; Financial advicebudget planning; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe 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 servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial servicesbroker/dealer services on securities exchanges and over-the-counter markets; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial serviceswealth management services; Investment consultation; Investment management; Investment risk assessment services; Providing financial services with respect to securities and other financial instruments and productstrading of and investments in securities and financial instruments and products for others
Publications
History of USPTO decisions and trademark events.
25 publications found
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
01/19/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/19/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/19/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/19/2022
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
01/19/2022
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
11/10/2021
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
11/10/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/10/2021
E815
TEAS SECTION 8 & 15 RECEIVED
08/06/2021
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
08/02/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
08/02/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/17/2016
PUBO
PUBLISHED FOR OPPOSITION
05/17/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/27/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/07/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/05/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/04/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/04/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/11/2016
GNRT
NON-FINAL ACTION E-MAILED
02/11/2016
CNRT
NON-FINAL ACTION WRITTEN
02/11/2016
DOCK
ASSIGNED TO EXAMINER
02/11/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/26/2015
NWAP
NEW APPLICATION ENTERED
10/24/2015
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