CLIENTS INTEGRATED SOLUTIONS ORGANIZER Trademark

Trademark Overview


On Wednesday, March 15, 2017, a trademark application was filed for CLIENTS INTEGRATED SOLUTIONS ORGANIZER with the United States Patent and Trademark Office. The USPTO has given the CLIENTS INTEGRATED SOLUTIONS ORGANIZER trademark a serial number of 87371843. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, March 15, 2024. This trademark is owned by CAPITAL MANAGEMENT STRATEGIES. The CLIENTS INTEGRATED SOLUTIONS ORGANIZER trademark is filed in the Insurance & Financial Services category with the following description:

Estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial management; Financial retirement plan consulting services; Insurance brokerage in the field of health insurance; Insurance consulting in the field of health and life insurance; Life insurance brokerage
clients integrated solutions organizer

General Information


Serial Number87371843
Word MarkCLIENTS INTEGRATED SOLUTIONS ORGANIZER
Filing DateWednesday, March 15, 2017
Status710 - CANCELLED - SECTION 8
Status DateFriday, March 15, 2024
Registration Number5278582
Registration DateTuesday, August 29, 2017
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEstate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial management; Financial retirement plan consulting services; Insurance brokerage in the field of health insurance; Insurance consulting in the field of health and life insurance; Life insurance brokerage

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, March 15, 2024
Primary Code036
First Use Anywhere DateSunday, January 1, 2017
First Use In Commerce DateSunday, January 1, 2017

Trademark Owner History


Party NameCAPITAL MANAGEMENT STRATEGIES
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressScottsdale, US 85255

Party NameCAPITAL MANAGEMENT STRATEGIES
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressScottsdale, US 85255

Trademark Events


Event DateEvent Description
Thursday, June 15, 2017NON-FINAL ACTION WRITTEN
Saturday, March 18, 2017NEW APPLICATION ENTERED
Tuesday, March 21, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, June 7, 2017ASSIGNED TO EXAMINER
Thursday, June 15, 2017NON-FINAL ACTION E-MAILED
Thursday, July 13, 2017EXAMINERS AMENDMENT -WRITTEN
Thursday, June 15, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, July 13, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, July 13, 2017EXAMINERS AMENDMENT E-MAILED
Thursday, July 13, 2017EXAMINER'S AMENDMENT ENTERED
Thursday, July 13, 2017APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Sunday, July 23, 2017ASSIGNED TO LIE
Thursday, July 27, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, August 29, 2017REGISTERED-SUPPLEMENTAL REGISTER
Thursday, March 22, 2018FAX RECEIVED
Tuesday, April 24, 2018REVIEW OF CORRESPONDENCE COMPLETE - CERTIFICATE OF REG MAILED
Monday, August 29, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, March 15, 2024CANCELLED SEC. 8 (6-YR)