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 APPROVED FOR PUBLICATION as of Thursday, October 30, 2025. 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
General Information
| Serial Number | 98765761 |
| Word Mark | SUCCESSION CAPITAL ALLIANCE |
| Filing Date | Monday, September 23, 2024 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Thursday, October 30, 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 |
Trademark Statements
| Goods and Services | 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 |
| NOT AVAILABLE | "SUCCESSION CAPITAL" |
Classification Information
| 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 |
Trademark Owner History
| Party Name | Capital Management Strategies, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92660 |
Trademark Events
| Event Date | Event Description |
| Tuesday, September 24, 2024 | NEW APPLICATION ENTERED |
| Tuesday, September 24, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 18, 2025 | ASSIGNED TO EXAMINER |
| Friday, March 21, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, March 21, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, March 21, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 20, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, June 20, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 20, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 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 |
| Friday, October 24, 2025 | FINAL REFUSAL WRITTEN |
| Friday, October 24, 2025 | FINAL REFUSAL E-MAILED |
| Friday, October 24, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, October 29, 2025 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, October 29, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 29, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, October 30, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
