| Serial Number | 98475231 |
| Word Mark | SHORE TO SUMMIT WEALTH MANAGEMENT |
| Filing Date | Friday, March 29, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 25, 2025 |
| Registration Number | 7702284 |
| Registration Date | Tuesday, February 25, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 7, 2025 |
| 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" |
| 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 |
| Party Name | SHORE TO SUMMIT WEALTH MANAGEMENT LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Annapolis, MD 21401 |
| Party Name | SHORE TO SUMMIT WEALTH MANAGEMENT LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Annapolis, MD 21401 |
| Party Name | SHORE TO SUMMIT WEALTH MANAGEMENT LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Annapolis, MD 21401 |
| 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 |
| Wednesday, January 1, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 7, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 7, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 25, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 25, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |