SHORE TO SUMMIT WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, March 29, 2024, a trademark application was filed for SHORE TO SUMMIT WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SHORE TO SUMMIT WEALTH MANAGEMENT trademark a serial number of 98475231. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, October 29, 2024. This trademark is owned by SHORE TO SUMMIT WEALTH MANAGEMENT LLC. The SHORE TO SUMMIT WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, wealth management; Financial advisory services; Financial planning; Financial information and advisory services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advisory services; Financial retirement plan consulting services; Providing financial advisory services; Strategic financial advisory services
General Information
| Serial Number | 98475231 |
| Word Mark | SHORE TO SUMMIT WEALTH MANAGEMENT |
| Filing Date | Friday, March 29, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, October 29, 2024 |
| 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 advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, wealth management; Financial advisory services; Financial planning; Financial information and advisory services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advisory services; Financial retirement plan consulting services; Providing financial advisory services; Strategic financial advisory services |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
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 | Friday, March 29, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, June 30, 2017 |
| First Use In Commerce Date | Friday, June 30, 2017 |
Trademark Owner History
| Party Name | SHORE TO SUMMIT WEALTH MANAGEMENT LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Annapolis, MD 21401 |
Trademark Events
| Event Date | Event Description |
| Friday, March 29, 2024 | NEW APPLICATION ENTERED |
| Friday, March 29, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 3, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 10, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, October 23, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, October 23, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 23, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 23, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, October 23, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
