TrademarkDir
MAXWELL WEALTH STRATEGIES
LIVE

Serial Number

86794856

Owner

MAXWELL WEALTH STRATEGIES INC.

Attorney

William D. Wollesen

First Use Date

May 1, 2015

Filing Date

Oct 21, 2015

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MAXWELL WEALTH STRATEGIES Trademark

Serial Number: 86794856 • Registration: 5011484

MAXWELL WEALTH STRATEGIES is a trademark filed by MAXWELL WEALTH STRATEGIES INC. on October 21, 2015. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

MAXWELL WEALTH STRATEGIES INC.

PLEASANTON, CA 94566

Entity Type: 03

Trademark Details

Filing Date

October 21, 2015

Registration Date

August 2, 2016

First Use Anywhere

May 1, 2015

First Use in Commerce

May 1, 2015

Published for Opposition

May 17, 2016

Goods & 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

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Aug 2, 2025 REM2
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jan 19, 2022 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 19, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 19, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 19, 2022 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jan 19, 2022 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Nov 10, 2021 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Nov 10, 2021 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 10, 2021 APRE
TEAS SECTION 8 & 15 RECEIVED
Aug 6, 2021 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Aug 2, 2021 REM1
REGISTERED-PRINCIPAL REGISTER
Aug 2, 2016 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 17, 2016 NPUB
PUBLISHED FOR OPPOSITION
May 17, 2016 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 27, 2016 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 7, 2016 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 5, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 4, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Apr 4, 2016 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 11, 2016 GNRN
NON-FINAL ACTION E-MAILED
Feb 11, 2016 GNRT
NON-FINAL ACTION WRITTEN
Feb 11, 2016 CNRT
ASSIGNED TO EXAMINER
Feb 11, 2016 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 26, 2015 NWOS
NEW APPLICATION ENTERED
Oct 24, 2015 NWAP

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