ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/27/2026
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Official data from USPTO
INTELLIGENT LEVERAGE WITH LIFE INSURANCE
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
INTELLIGENT LEVERAGE WITH LIFE INSURANCE
ST13
US500000086554533Class
35, 36
Filing
86554533
Registration
5096165
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
46
Latest update
05/28/2026
Trademark type
Word
Nice classes
35, 36
Filing date
03/05/2015
Registration date
12/06/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/05/2026
Last transaction
05/28/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
03/31/2013
First use in commerce
08/31/2014
Drawing code
4
Owner type
16
Owner location
CLEARWATER, FL, US
Examiner
SEVERSON, JUSTIN
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
CMS NATIONAL SERVICES, LLC
Capital Management Strategies, Inc.
Representatives
Mindi M. Richter Shumaker, Loop & Kendrick, LLP
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Promotion of life insurance service products on behalf of third parties
Class 36
Insurance Brokerage services; brokerage of life insurance products and services; financial consulting
Publications
History of USPTO decisions and trademark events.
46 publications found
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
03/05/2026
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
03/05/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
03/05/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/05/2026
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/16/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/16/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/16/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/16/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/16/2025
E89R
TEAS SECTION 8 & 9 RECEIVED
12/10/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
12/06/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/15/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/15/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/15/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05/06/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05/06/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/06/2023
E815
TEAS SECTION 8 & 15 RECEIVED
10/27/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
12/06/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
12/06/2016
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
11/02/2016
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
11/01/2016
SUPC
STATEMENT OF USE PROCESSING COMPLETE
11/01/2016
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
10/21/2016
IUAF
USE AMENDMENT FILED
10/06/2016
EISU
TEAS STATEMENT OF USE RECEIVED
10/06/2016
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
04/12/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/16/2016
PUBO
PUBLISHED FOR OPPOSITION
02/16/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/27/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
01/12/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/04/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/12/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/10/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/10/2015
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/10/2015
GNRT
NON-FINAL ACTION E-MAILED
06/10/2015
CNRT
NON-FINAL ACTION WRITTEN
06/10/2015
DOCK
ASSIGNED TO EXAMINER
06/10/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/27/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/27/2015
ALIE
ASSIGNED TO LIE
05/20/2015
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
05/18/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/18/2015
NWAP
NEW APPLICATION ENTERED
03/09/2015
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