SFS INVESTMENT SUMMIT Trademark
Trademark Overview
On Thursday, September 18, 2025, a trademark application was filed for SFS INVESTMENT SUMMIT with the United States Patent and Trademark Office. The USPTO has given the SFS INVESTMENT SUMMIT trademark a serial number of 99400516. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, September 18, 2025. This trademark is owned by Strategic Financial Solutions, LLC. The SFS INVESTMENT SUMMIT trademark is filed in the Insurance & Financial Services category with the following description:
Financial investment analysis and stock research; Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Financial management relating to investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
General Information
| Serial Number | 99400516 |
| Word Mark | SFS INVESTMENT SUMMIT |
| Filing Date | Thursday, September 18, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, September 18, 2025 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial investment analysis and stock research; Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Financial management relating to investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others |
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, September 18, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 30, 2009 |
| First Use In Commerce Date | Monday, November 30, 2009 |
Trademark Owner History
| Party Name | Strategic Financial Solutions, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Cedar Rapids, IA 52401 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Fairfax, IA 52228 |
Trademark Events
| Event Date | Event Description |
| Thursday, September 18, 2025 | NEW APPLICATION ENTERED |
| Thursday, September 18, 2025 | APPLICATION FILING RECEIPT MAILED |
