ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/27/2026
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Official data from USPTO
CMS CAPITAL MAXIMIZATION STRATEGY
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
28
Latest update
05/28/2026
Trademark type
Combined
Nice classes
36
Filing date
03/31/2017
Registration date
05/22/2018
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/30/2023
Last transaction
05/28/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
08/13/2001
First use in commerce
08/13/2001
Drawing code
3
Owner type
16
Owner location
CLEARWATER, FL, US
Examiner
LAM, HAI-LY HUYNH
Law office
M30
Current location
TMO LAW OFFICE 112
Mark description
The mark consists of a circle with an inner concentric circle. The wording "CAPITAL MAXIMIZATION STRATEGY" encircles the outermost circle. A horizontal line pattern forms the background of the inner concentric circle and the stacked and overlapping letters "C", "M" and "S" are set inside the inner concentric circle and against the horizontal line pattern background.
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 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Administration servicesinsurance consulting in the field of life insurance and financial management designed for use in estate planning and business planning
Publications
History of USPTO decisions and trademark events.
28 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/16/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/16/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/16/2025
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
11/30/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
11/30/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/30/2023
E815
TEAS SECTION 8 & 15 RECEIVED
06/01/2023
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/22/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
05/22/2018
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/06/2018
PUBO
PUBLISHED FOR OPPOSITION
03/06/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/14/2018
ALIE
ASSIGNED TO LIE
01/28/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/18/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/28/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/27/2017
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/27/2017
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/27/2017
GNRT
NON-FINAL ACTION E-MAILED
06/27/2017
CNRT
NON-FINAL ACTION WRITTEN
06/27/2017
DOCK
ASSIGNED TO EXAMINER
06/23/2017
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
04/07/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/06/2017
NWAP
NEW APPLICATION ENTERED
04/04/2017
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