| Serial Number | 87937854 |
| Word Mark | SUMMIT BEHAVIORAL WEALTH |
| Filing Date | Sunday, May 27, 2018 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Saturday, August 31, 2024 |
| Registration Number | 5665934 |
| Registration Date | Tuesday, January 29, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 13, 2018 |
| Description of Mark | The mark consists of a white background, a stylized line depicting three rounded peaks in bright orange, the word "SUMMIT" in brown, a thin shaded bright orange line, and the words "BEHAVIORAL WEALTH" in brown. |
| Goods and Services | Financial planning and investment advisory services |
| Indication of Colors claimed | The color(s) bright orange, brown, and white is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "BEHAVIORAL WEALTH" |
| 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 | Monday, June 4, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, May 4, 2018 |
| First Use In Commerce Date | Friday, May 4, 2018 |
| Party Name | Summit Behavioral Wealth |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenfield, MA 01301 |
| Party Name | Summit Behavioral Wealth |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenfield, MA 01301 |
| Party Name | Summit Behavioral Wealth |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenfield, MA 01301 |
| Event Date | Event Description |
| Monday, June 4, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 30, 2018 | NEW APPLICATION ENTERED |
| Wednesday, October 24, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 5, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, September 17, 2018 | ASSIGNED TO EXAMINER |
| Thursday, September 20, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, September 20, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, September 20, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, September 20, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, September 20, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, October 8, 2018 | ASSIGNED TO LIE |
| Tuesday, October 9, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, November 13, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 13, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 29, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Monday, January 29, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, January 29, 2024 | TEAS SECTION 8 RECEIVED |
| Wednesday, July 24, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, July 24, 2024 | POST REGISTRATION ACTION MAILED - SEC. 8 |
| Wednesday, July 24, 2024 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Saturday, August 31, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Saturday, August 31, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |