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 NON-FINAL ACTION - MAILED as of Thursday, March 12, 2026. 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 | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, March 12, 2026 |
| 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
US |
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 |
| Wednesday, March 4, 2026 | ASSIGNED TO EXAMINER |
| Thursday, March 12, 2026 | NON-FINAL ACTION WRITTEN |
| Thursday, March 12, 2026 | NON-FINAL ACTION E-MAILED |
| Thursday, March 12, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
