CAPITAL MAXIMIZATION STRATEGY

What this means for you

Registered since 08 May 2018. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 08 May 2028: the §8 & §9 renewal).

Record

Serial number

87394686

Registration number

5462045

Mark type

Word mark

Filed

31 Mar 2017

Published for opposition

20 Feb 2018

Registered

08 May 2018

Next maintenance filing

§8 & §9 renewal, due by 08 May 2028 (grace period to 08 Nov 2028)

Attorney of record

Mindi M. Richter

Goods and services

• Class 036 — Insurance and financial services: administration services, namely, insurance consulting in the field of life insurance and financial management designed for use in estate planning and business planning

Owner

• CMS NATIONAL SERVICES, LLC, CLEARWATER, FL, US
• Capital Management Strategies, Inc., Newport Beach, CA, US
• Capital Management Strategies, Inc., Newport Beach, CA, US
• Capital Management Strategies, Inc., Newport Beach, CA, US

Prosecution history

• 27 May 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
• 16 Dec 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 16 Dec 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 16 Dec 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
• 15 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 15 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 15 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 26 Aug 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
• 26 Aug 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
• 26 Aug 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 08 Feb 2024 — TEAS SECTION 8 & 15 RECEIVED
• 08 May 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
• 08 May 2018 — REGISTERED-PRINCIPAL REGISTER
• 20 Feb 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 20 Feb 2018 — PUBLISHED FOR OPPOSITION