SUCCESSION CAPITAL ALLIANCE
Live / Allowed — Notice of allowance issued (as of 20 Jan 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 23 Sept 2024 filing date already counts against anyone who files later.
Record
- Serial number
- 98765761
- Mark type
- Stylized text
- Filed
- 23 Sept 2024
- Published for opposition
- 25 Nov 2025
- Attorney of record
- Mindi M. Richter
Goods and services
- Class 036 — Insurance and financial services: Insurance brokerage; Financial consultancy; Consulting services and providing information in the field of insurance, financial management, and financing of insurance premiums; Consulting services and providing information in the field of insurance, financial management, and financing of insurance premiums, all for use in estate and business planning
Owner
- Capital Management Strategies, Inc., Newport Beach, CA, US
- Capital Management Strategies, Inc., Newport Beach, CA, US
Prosecution history
- 28 Jan 2026 — TEAS STATEMENT OF USE RECEIVED
- 20 Jan 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 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
- 25 Nov 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 25 Nov 2025 — PUBLISHED FOR OPPOSITION
- 19 Nov 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 30 Oct 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 29 Oct 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 29 Oct 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 29 Oct 2025 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
- 24 Oct 2025 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 24 Oct 2025 — FINAL REFUSAL E-MAILED
- 24 Oct 2025 — FINAL REFUSAL WRITTEN