TrademarkDir
CMS CAPITAL MAXIMIZATION STRATEGY
LIVE

Serial Number

87394291

Owner

Capital Management Strategies, Inc.

Attorney

Mindi M. Richter

First Use Date

Aug 13, 2001

Filing Date

Mar 31, 2017

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CMS CAPITAL MAXIMIZATION STRATEGY Trademark

Serial Number: 87394291 • Registration: 5472897

CMS CAPITAL MAXIMIZATION STRATEGY is a trademark filed by Capital Management Strategies, Inc. on March 31, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Capital Management Strategies, Inc. (18 trademarks)

4695 MacArthur Court, 10th Floor
Newport Beach, CA 92660

Entity Type: 03

CMS NATIONAL SERVICES, LLC

2650 MCCORMICK DRIVE
CLEARWATER, FL 33759

Entity Type: 16

Trademark Details

Filing Date

March 31, 2017

Registration Date

May 22, 2018

First Use Anywhere

August 13, 2001

First Use in Commerce

August 13, 2001

Published for Opposition

March 6, 2018

Goods & Services

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

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 27, 2026 ASGN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 16, 2025 TCCA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 16, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 16, 2025 COAR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 15, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 15, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 15, 2025 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Nov 30, 2023 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Nov 30, 2023 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 30, 2023 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 1, 2023 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 22, 2023 REM1
REGISTERED-PRINCIPAL REGISTER
May 22, 2018 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 6, 2018 NPUB
PUBLISHED FOR OPPOSITION
Mar 6, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 14, 2018 NONP
ASSIGNED TO LIE
Jan 28, 2018 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 18, 2018 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 28, 2017 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 27, 2017 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 27, 2017 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 27, 2017 GNRN
NON-FINAL ACTION E-MAILED
Jun 27, 2017 GNRT
NON-FINAL ACTION WRITTEN
Jun 27, 2017 CNRT
ASSIGNED TO EXAMINER
Jun 23, 2017 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Apr 7, 2017 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 6, 2017 NWOS
NEW APPLICATION ENTERED
Apr 4, 2017 NWAP

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