INTELLIGENT LEVERAGE WITH LIFE INSURANCE
Live / Registered — Registered and renewed (as of 05 Mar 2026)
What this means for you
Registered since 06 Dec 2016. 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 06 Dec 2026).
Record
- Serial number
- 86554533
- Registration number
- 5096165
- Mark type
- Stylized text
- Filed
- 05 Mar 2015
- Published for opposition
- 16 Feb 2016
- Registered
- 06 Dec 2016
- Next maintenance due
- 06 Dec 2026
- Attorney of record
- Mindi M. Richter
Goods and services
- Class 035 — Advertising and business services: Promotion of life insurance service products on behalf of third parties
- Class 036 — Insurance and financial services: Insurance Brokerage services; brokerage of life insurance products and services; financial consulting
Owner
- 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
- 05 Mar 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 05 Mar 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 05 Mar 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 05 Mar 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 16 Dec 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 16 Dec 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 16 Dec 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 16 Dec 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 16 Dec 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 10 Dec 2025 — TEAS SECTION 8 & 9 RECEIVED
- 06 Dec 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 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
- 06 May 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED