SUCCESSION CAPITAL ALLIANCE

LIVE

Serial Number

98765761

Owner

CMS NATIONAL SERVICES, LLC

Attorney

Mindi M. Richter

Filing Date

Sep 23, 2024

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SUCCESSION CAPITAL ALLIANCE Trademark

Serial Number: 98765761 • Registration: 8327062

SUCCESSION CAPITAL ALLIANCE is a trademark filed by CMS NATIONAL SERVICES, LLC on September 23, 2024. 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

CMS NATIONAL SERVICES, LLC

2650 MCCORMICK DRIVE
CLEARWATER, FL 33759

Entity Type: 16

Capital Management Strategies, Inc. (18 trademarks)

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

Entity Type: 03

Legal Representation

Attorney of Record

Mindi M. Richter

1,435 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

September 23, 2024

Registration Date

June 30, 2026

Published for Opposition

November 25, 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

Jun 30, 2026 NRCC

REGISTERED-PRINCIPAL REGISTER

Jun 30, 2026 R.PR

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Jun 9, 2026 SUNA

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Jun 9, 2026 CNPR

STATEMENT OF USE PROCESSING COMPLETE

May 28, 2026 SUPC

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

May 27, 2026 ASGN

USE AMENDMENT FILED

Jan 28, 2026 IUAF

TEAS STATEMENT OF USE RECEIVED

Jan 28, 2026 EISU

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jan 20, 2026 NOAM

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

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 25, 2025 NPUB

PUBLISHED FOR OPPOSITION

Nov 25, 2025 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Nov 19, 2025 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Oct 30, 2025 CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 29, 2025 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 29, 2025 CRFA

TEAS REQUEST FOR RECONSIDERATION RECEIVED

Oct 29, 2025 ERFR

NOTIFICATION OF FINAL REFUSAL EMAILED

Oct 24, 2025 GNFN

FINAL REFUSAL E-MAILED

Oct 24, 2025 GNFR

FINAL REFUSAL WRITTEN

Oct 24, 2025 CNFR

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

TEAS/EMAIL CORRESPONDENCE ENTERED

Jun 20, 2025 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jun 20, 2025 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jun 20, 2025 TROA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 21, 2025 GNRN

NON-FINAL ACTION E-MAILED

Mar 21, 2025 GNRT

NON-FINAL ACTION WRITTEN

Mar 21, 2025 CNRT

ASSIGNED TO EXAMINER

Mar 18, 2025 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 24, 2024 NWOS

NEW APPLICATION ENTERED

Sep 24, 2024 NWAP

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