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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.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

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

Legal Representation

Attorney of Record

Mindi M. Richter

1,418 trademarks filed View all →

Correspondence Address

Mindi M. Richter Shumaker, Loop & Kendrick, LLP

101 E. Kennedy Blvd., Suite 2800

Tampa, FL 33602

United States

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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