CMS CAPITAL MAXIMIZATION STRATEGY Trademark

Trademark Overview

On Friday, March 31, 2017, a trademark application was filed for CMS CAPITAL MAXIMIZATION STRATEGY with the United States Patent and Trademark Office. The USPTO has given the CMS CAPITAL MAXIMIZATION STRATEGY trademark a serial number of 87394627. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, November 30, 2023. This trademark is owned by Capital Management Strategies, Inc.. The CMS CAPITAL MAXIMIZATION STRATEGY trademark is filed in the Insurance & Financial Services category with the following description:

Administration services, namely, insurance consulting in the field of life insurance and financial management designed for use in estate planning and business planning
cms capital maximization strategy

General Information

Serial Number87394627
Word MarkCMS CAPITAL MAXIMIZATION STRATEGY
Filing DateFriday, March 31, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateThursday, November 30, 2023
Registration Number5472900
Registration DateTuesday, May 22, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 6, 2018

Trademark Statements

Goods and ServicesAdministration services, namely, insurance consulting in the field of life insurance and financial management designed for use in estate planning and business planning
Section 2(f) Limitation Statementas to "CAPITAL MAXIMIZATION STRATEGY"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 6, 2017
Primary Code036
First Use Anywhere DateMonday, August 13, 2001
First Use In Commerce DateMonday, August 13, 2001

Trademark Owner History

Party NameCapital Management Strategies, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660
Party NameCapital Management Strategies, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660
Party NameCapital Management Strategies, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660

Trademark Events

Event DateEvent Description
Tuesday, April 4, 2017NEW APPLICATION ENTERED
Thursday, April 6, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, June 23, 2017ASSIGNED TO EXAMINER
Tuesday, June 27, 2017NON-FINAL ACTION WRITTEN
Tuesday, June 27, 2017NON-FINAL ACTION E-MAILED
Tuesday, June 27, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, December 27, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, December 27, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 28, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 18, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Sunday, January 28, 2018ASSIGNED TO LIE
Wednesday, February 14, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 6, 2018PUBLISHED FOR OPPOSITION
Tuesday, March 6, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 22, 2018REGISTERED-PRINCIPAL REGISTER
Monday, May 22, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, June 1, 2023TEAS SECTION 8 & 15 RECEIVED
Thursday, November 30, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, November 30, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, November 30, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, October 15, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, October 15, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, October 15, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 16, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, December 16, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, December 16, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED

Related Keywords

strategy maximization capital planning insurance management designed estate financial business life services namely