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 PUBLISHED FOR OPPOSITION as of Tuesday, July 7, 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 | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, July 7, 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 | Tuesday, July 7, 2026 |
Trademark Statements
| NOT AVAILABLE | Financial Solutions |
| 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 | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Tempe, AZ 85284
US |
| 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 |
| Thursday, May 7, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, May 7, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 7, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 10, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 1, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 7, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 7, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
