| Serial Number | 87394291 |
| Word Mark | CMS CAPITAL MAXIMIZATION STRATEGY |
| Filing Date | Friday, March 31, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, November 30, 2023 |
| Registration Number | 5472897 |
| Registration Date | Tuesday, May 22, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 6, 2018 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Administration services, namely, insurance consulting in the field of life insurance and financial management designed for use in estate planning and business planning |
| Description of Mark | The mark consists of a circle with an inner concentric circle. The wording "CAPITAL MAXIMIZATION STRATEGY" encircles the outermost circle. A horizontal line pattern forms the background of the inner concentric circle and the stacked and overlapping letters "C", "M" and "S" are set inside the inner concentric circle and against the horizontal line pattern background. |
| Section 2(f) Limitation Statement | as to "CAPITAL MAXIMIZATION STRATEGY" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 6, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, August 13, 2001 |
| First Use In Commerce Date | Monday, August 13, 2001 |
| Party Name | Capital Management Strategies, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92660 |
| Party Name | Capital Management Strategies, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92660 |
| Party Name | Capital Management Strategies, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92660 |
| Event Date | Event Description |
| Tuesday, April 4, 2017 | NEW APPLICATION ENTERED |
| Thursday, April 6, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, April 7, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, June 23, 2017 | ASSIGNED TO EXAMINER |
| Tuesday, June 27, 2017 | NON-FINAL ACTION WRITTEN |
| Tuesday, June 27, 2017 | NON-FINAL ACTION E-MAILED |
| Tuesday, June 27, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, December 27, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, December 27, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, December 28, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, January 18, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Sunday, January 28, 2018 | ASSIGNED TO LIE |
| Wednesday, February 14, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 6, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 6, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 22, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, May 22, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, June 1, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, November 30, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, November 30, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, November 30, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, October 15, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, October 15, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, October 15, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, December 16, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, December 16, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, December 16, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |