USPTO serial 87394291
CMS CAPITAL MAXIMIZATION STRATEGY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 22, 2018
- Examiner
- LAM, HAI-LY HUYNH
- Law office
- TMO LAW OFFICE 112
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
Capital Management Strategies, Inc.
Newport Beach, CA, US
Other trademarks owned by Capital Management Strategies, Inc.
Capital Management Strategies, Inc.
Newport Beach, CA, US
Other trademarks owned by Capital Management Strategies, Inc.
Capital Management Strategies, Inc.
Newport Beach, CA, US
Other trademarks owned by Capital Management Strategies, Inc.
CLEARWATER, FL, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Mindi M. Richter
Mindi M. Richter Shumaker, Loop & Kendrick, LLP101 E. Kennedy Blvd., Suite 2800Tampa, FL 33602United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Administration services, namely, insurance consulting in the field of life insurance and financial management designed for use in estate planning and business planning | ACTIVE | Aug 13, 2001 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Capital Management Strategies, Inc.
- Other trademarks owned by Capital Management Strategies, Inc.
- Other trademarks owned by Capital Management Strategies, Inc.
- Other trademarks owned by CMS NATIONAL SERVICES, LLC
- Other trademarks in Class 036
- Similar marks named CMS CAPITAL MAXIMIZATION STRATEGY
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 27, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Dec 16, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 16, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 16, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 15, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 15, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 15, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 30, 2023 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Nov 30, 2023 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Nov 30, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 1, 2023 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 22, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 22, 2018 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Mar 6, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 6, 2018 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Feb 14, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 28, 2018 | ALIE | ASSIGNED TO LIE | — |
| Jan 18, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 28, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 27, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 27, 2017 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 27, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 27, 2017 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 27, 2017 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 23, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 7, 2017 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Apr 6, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 4, 2017 | NWAP | NEW APPLICATION ENTERED | — |