SUMMIT ADVISOR SOLUTIONS Trademark

Trademark Overview


On Friday, November 13, 2015, a trademark application was filed for SUMMIT ADVISOR SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the SUMMIT ADVISOR SOLUTIONS trademark a serial number of 86819928. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, April 26, 2024. This trademark is owned by SAS Capital Management, LLC. The SUMMIT ADVISOR SOLUTIONS trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Insurance & Financial Services categories with the following description:

Computer software platforms for managing client financial data, financial reconciliation and financial reporting

Information, advisory, consultancy and research services relating to finance and investments; Investment management
summit advisor solutions

General Information


Serial Number86819928
Word MarkSUMMIT ADVISOR SOLUTIONS
Filing DateFriday, November 13, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, April 26, 2024
Registration Number5304173
Registration DateTuesday, October 10, 2017
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 25, 2017

Trademark Statements


Goods and ServicesComputer software platforms for managing client financial data, financial reconciliation and financial reporting
Goods and ServicesInformation, advisory, consultancy and research services relating to finance and investments; Investment management
NOT AVAILABLE"ADVISOR SOLUTIONS"

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, April 26, 2024
Primary Code009
First Use Anywhere DateWednesday, April 1, 2015
First Use In Commerce DateWednesday, April 1, 2015

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, April 26, 2024
Primary Code036
First Use Anywhere DateWednesday, April 1, 2015
First Use In Commerce DateWednesday, April 1, 2015

Trademark Owner History


Party NameFDX ADVISORS INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSACRAMENTO, CA 95833

Party NameFDX ADVISORS INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSACRAMENTO, CA 95833

Party NameFDX ADVISORS INC.
Party Type11 - New Owner Before Publication
Legal Entity Type03 - Corporation
AddressSACRAMENTO, CA 95833

Party NameSAS Capital Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDallas, TX 75254

Trademark Events


Event DateEvent Description
Friday, March 18, 2016NON-FINAL ACTION WRITTEN
Tuesday, November 17, 2015NEW APPLICATION ENTERED
Wednesday, November 18, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, March 7, 2016ASSIGNED TO EXAMINER
Friday, March 18, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, March 18, 2016NON-FINAL ACTION E-MAILED
Sunday, October 16, 2016ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Monday, October 17, 2016ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Monday, December 5, 2016TEAS PETITION TO REVIVE RECEIVED
Monday, December 5, 2016PETITION TO REVIVE-GRANTED
Monday, December 5, 2016NOTICE OF REVIVAL - E-MAILED
Wednesday, December 7, 2016NON-FINAL ACTION WRITTEN
Wednesday, December 14, 2016AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, December 7, 2016NON-FINAL ACTION E-MAILED
Wednesday, December 7, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, June 7, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, June 7, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, June 8, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, July 5, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 25, 2017PUBLISHED FOR OPPOSITION
Tuesday, July 25, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 10, 2017REGISTERED-PRINCIPAL REGISTER
Monday, October 10, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, April 26, 2024CANCELLED SEC. 8 (6-YR)
Monday, June 12, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 7, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, June 7, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, June 7, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED