| Serial Number | 98765802 |
| Word Mark | SCA TRUSTED ADVISORS ALLIANCE |
| Filing Date | Monday, September 23, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, October 14, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Life insurance brokerage for estate and business succession planning; Consulting services and providing information for estate and business succession planning in the field of life insurance and financing of life insurance premiums; Consulting services and providing information in the field of life insurance and financing of insurance premiums, all for use in estate and business succession planning; all of the foregoing for high net worth individuals and business owners and expressly excluding insurance claims processing services |
| 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 | Monday, September 23, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, September 24, 2024 | NEW APPLICATION ENTERED |
| Friday, March 28, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, March 29, 2025 | ASSIGNED TO EXAMINER |
| Saturday, April 5, 2025 | NON-FINAL ACTION WRITTEN |
| Saturday, April 5, 2025 | NON-FINAL ACTION E-MAILED |
| Saturday, April 5, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 3, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Thursday, July 3, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, September 24, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 24, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, September 24, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, October 14, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 14, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, October 14, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, October 10, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, October 10, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, October 10, 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 |