USPTO serial 86943673
MAX WEALTH MANAGEMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 7, 2017
- Examiner
- CARLYLE, SHAUNIA P
- Law office
- TMO LAW OFFICE 110
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Montgomery, AL, US
MONTGOMERY, AL, US
Montgomery, AL, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Ronald A DiCerbo
Ronald A DiCerbo McAndrews, Held & Malloy500 W Madison34th FloorChicago, IL 60661Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, wealth management services | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 18, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 18, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| May 18, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 18, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 18, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 7, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Mar 31, 2023 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Mar 31, 2023 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Mar 31, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 20, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Mar 7, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Mar 7, 2017 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Jan 31, 2017 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jan 30, 2017 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jan 9, 2017 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jan 7, 2017 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Dec 12, 2016 | IUAF | USE AMENDMENT FILED | — |
| Dec 12, 2016 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Oct 11, 2016 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Aug 16, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 16, 2016 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jul 27, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 14, 2016 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 7, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 28, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 27, 2016 | ALIE | ASSIGNED TO LIE | — |
| Jun 27, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 27, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 27, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 25, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 23, 2016 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Mar 22, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 21, 2016 | NWAP | NEW APPLICATION ENTERED | — |