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 NON-FINAL ACTION - MAILED as of Saturday, February 21, 2026. 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 | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Saturday, February 21, 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 | 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
US |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Fairfax, IA 52228
US |
Trademark Events
| Event Date | Event Description |
| Thursday, September 18, 2025 | NEW APPLICATION ENTERED |
| Thursday, September 18, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, February 9, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 9, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, February 10, 2026 | ASSIGNED TO EXAMINER |
| Saturday, February 21, 2026 | NON-FINAL ACTION WRITTEN |
| Saturday, February 21, 2026 | NON-FINAL ACTION E-MAILED |
| Saturday, February 21, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
