TrademarkDir
S SUCCESSION CAPITAL ALLIANCE
LIVE

Serial Number

98765838

Owner

Capital Management Strategies, Inc.

Attorney

Mindi M. Richter

Filing Date

Sep 24, 2024

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S SUCCESSION CAPITAL ALLIANCE Trademark

Serial Number: 98765838 • Registration: 8336956

S SUCCESSION CAPITAL ALLIANCE is a trademark filed by Capital Management Strategies, Inc. on September 24, 2024. 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

September 24, 2024

Registration Date

July 7, 2026

Published for Opposition

August 5, 2025

Goods & 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

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jul 7, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Jul 7, 2026 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jun 15, 2026 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jun 15, 2026 CNPR
STATEMENT OF USE PROCESSING COMPLETE
May 28, 2026 SUPC
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 27, 2026 ASGN
USE AMENDMENT FILED
Feb 2, 2026 IUAF
TEAS STATEMENT OF USE RECEIVED
Feb 2, 2026 EISU
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 10, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 10, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 10, 2025 REAP
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sep 30, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 5, 2025 NPUB
PUBLISHED FOR OPPOSITION
Aug 5, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 30, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 1, 2025 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 25, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 25, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 25, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 10, 2025 GNRN
NON-FINAL ACTION E-MAILED
Apr 10, 2025 GNRT
NON-FINAL ACTION WRITTEN
Apr 10, 2025 CNRT
ASSIGNED TO EXAMINER
Mar 29, 2025 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Mar 28, 2025 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 28, 2025 NWOS
NEW APPLICATION ENTERED
Sep 24, 2024 NWAP

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