SUMMIT FINANCIAL SOLUTIONS Trademark
Trademark Overview
On Thursday, October 16, 2025, a trademark application was filed for SUMMIT FINANCIAL SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the SUMMIT FINANCIAL SOLUTIONS trademark a serial number of 99447369. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, October 16, 2025. This trademark is owned by James Family Investment Services Incorporated. The SUMMIT FINANCIAL SOLUTIONS trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services
General Information
| Serial Number | 99447369 |
| Word Mark | SUMMIT FINANCIAL SOLUTIONS |
| Filing Date | Thursday, October 16, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, October 16, 2025 |
| 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 planning and investment advisory services |
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, October 16, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, April 3, 2019 |
| First Use In Commerce Date | Friday, April 19, 2019 |
Trademark Owner History
| Party Name | James Family Investment Services Incorporated |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Tempe, AZ 85284 |
Trademark Events
| Event Date | Event Description |
| Thursday, October 16, 2025 | NEW APPLICATION ENTERED |
| Thursday, October 16, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, October 16, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
