SUCCESSION CAPITAL ALLIANCE Trademark

Trademark Overview

On Monday, September 23, 2024, a trademark application was filed for SUCCESSION CAPITAL ALLIANCE with the United States Patent and Trademark Office. The USPTO has given the SUCCESSION CAPITAL ALLIANCE trademark a serial number of 98765761. The federal status of this trademark filing is SU - REGISTRATION REVIEW COMPLETE as of Tuesday, June 9, 2026. This trademark is owned by Capital Management Strategies, Inc.. The SUCCESSION CAPITAL ALLIANCE trademark is filed in the Insurance & Financial Services category with the following description:

Insurance brokerage; Financial consultancy; Consulting services and providing information in the field of insurance, financial management, and financing of insurance premiums; Consulting services and providing information in the field of insurance, financial management, and financing of insurance premiums, all for use in estate and business planning
succession capital alliance

General Information

Serial Number98765761
Word MarkSUCCESSION CAPITAL ALLIANCE
Filing DateMonday, September 23, 2024
Status819 - SU - REGISTRATION REVIEW COMPLETE
Status DateTuesday, June 9, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 25, 2025

Trademark Statements

Goods and ServicesInsurance brokerage; Financial consultancy; Consulting services and providing information in the field of insurance, financial management, and financing of insurance premiums; Consulting services and providing information in the field of insurance, financial management, and financing of insurance premiums, all for use in estate and business planning
NOT AVAILABLE"SUCCESSION CAPITAL"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, September 23, 2024
Primary Code036
First Use Anywhere DateTuesday, January 31, 2006
First Use In Commerce DateTuesday, January 31, 2006

Trademark Owner History

Party NameCMS NATIONAL SERVICES, LLC
Party Type21 - New Owner After Publication
Legal Entity Type16 - Limited Liability Company
AddressCLEARWATER, FL 33759
US
Party NameCapital Management Strategies, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660
US
Party NameCapital Management Strategies, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660
US

Trademark Events

Event DateEvent Description
Tuesday, September 24, 2024NEW APPLICATION ENTERED
Tuesday, September 24, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 18, 2025ASSIGNED TO EXAMINER
Friday, March 21, 2025NON-FINAL ACTION WRITTEN
Friday, March 21, 2025NON-FINAL ACTION E-MAILED
Friday, March 21, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, June 20, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, June 20, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, June 20, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, October 10, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, October 10, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, October 10, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, October 24, 2025FINAL REFUSAL WRITTEN
Friday, October 24, 2025FINAL REFUSAL E-MAILED
Friday, October 24, 2025NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, October 29, 2025TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, October 29, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 29, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 30, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 19, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 25, 2025PUBLISHED FOR OPPOSITION
Tuesday, November 25, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
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
Tuesday, January 20, 2026NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, January 28, 2026TEAS STATEMENT OF USE RECEIVED
Wednesday, January 28, 2026USE AMENDMENT FILED
Thursday, May 28, 2026STATEMENT OF USE PROCESSING COMPLETE
Wednesday, May 27, 2026AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, June 9, 2026ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, June 9, 2026NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Related Keywords

alliance capital succession insurance financial field management financing premiums information providing consulting services