GUIDING GENERATIONAL WEALTH Trademark
Trademark Overview
On Thursday, April 25, 2024, a trademark application was filed for GUIDING GENERATIONAL WEALTH with the United States Patent and Trademark Office. The USPTO has given the GUIDING GENERATIONAL WEALTH trademark a serial number of 98519478. The federal status of this trademark filing is STATEMENT OF USE - TO EXAMINER as of Friday, January 16, 2026. This trademark is owned by Summit Trail Advisors, LLC. The GUIDING GENERATIONAL WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial asset management; Investment advisory services
General Information
| Serial Number | 98519478 |
| Word Mark | GUIDING GENERATIONAL WEALTH |
| Filing Date | Thursday, April 25, 2024 |
| Status | 748 - STATEMENT OF USE - TO EXAMINER |
| Status Date | Friday, January 16, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 26, 2024 |
Trademark Statements
| Goods and Services | Financial asset management; Investment advisory services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 25, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, December 6, 2024 |
| First Use In Commerce Date | Friday, December 6, 2024 |
Trademark Owner History
| Party Name | Summit Trail Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10017 |
| Party Name | Summit Trail Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10017 |
Trademark Events
| Event Date | Event Description |
| Thursday, April 25, 2024 | NEW APPLICATION ENTERED |
| Thursday, April 25, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, October 30, 2024 | ASSIGNED TO EXAMINER |
| Friday, November 1, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 20, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 26, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 26, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 7, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, July 11, 2025 | TEAS PETITION TO REVIVE RECEIVED |
| Friday, July 11, 2025 | PETITION TO REVIVE-GRANTED |
| Friday, July 11, 2025 | NOTICE OF REVIVAL - E-MAILED |
| Friday, July 11, 2025 | SOU EXTENSION RECEIVED WITH TEAS PETITION |
| Friday, July 11, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Friday, January 16, 2026 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, July 7, 2025 | SOU EXTENSION 1 FILED |
| Friday, January 16, 2026 | SOU EXTENSION 1 GRANTED |
| Friday, July 11, 2025 | USE AMENDMENT FILED |
| Friday, January 16, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Saturday, January 17, 2026 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
