SUMMIT FORMULA Trademark

Trademark Overview


On Monday, May 18, 2020, a trademark application was filed for SUMMIT FORMULA with the United States Patent and Trademark Office. The USPTO has given the SUMMIT FORMULA trademark a serial number of 88922207. The federal status of this trademark filing is REGISTERED as of Tuesday, August 10, 2021. This trademark is owned by PICARDY WEALTH MANAGEMENT. The SUMMIT FORMULA trademark is filed in the Insurance & Financial Services category with the following description:

Financial Services, namely, wealth management, investment consultancy in the nature of providing investment calculations, and the creation of personalized financial plans; and insurance consultancy
summit formula

General Information


Serial Number88922207
Word MarkSUMMIT FORMULA
Filing DateMonday, May 18, 2020
Status700 - REGISTERED
Status DateTuesday, August 10, 2021
Registration Number6449933
Registration DateTuesday, August 10, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 24, 2020

Trademark Statements


Disclaimer with Predetermined Text"FORMULA"
Goods and ServicesFinancial Services, namely, wealth management, investment consultancy in the nature of providing investment calculations, and the creation of personalized financial plans; and insurance consultancy

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, June 3, 2020
Primary Code036
First Use Anywhere DateSunday, November 1, 2020
First Use In Commerce DateSunday, November 1, 2020

Trademark Owner History


Party NamePICARDY WEALTH MANAGEMENT
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressGRAND RAPIDS, MI 49525

Party NamePICARDY WEALTH MANAGEMENT
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressGRAND RAPIDS, MI 49525

Party NamePICARDY WEALTH MANAGEMENT
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressGRAND RAPIDS, MI 49525

Trademark Events


Event DateEvent Description
Tuesday, August 10, 2021REGISTERED-PRINCIPAL REGISTER
Tuesday, July 6, 2021NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Saturday, July 3, 2021ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Saturday, May 29, 2021STATEMENT OF USE PROCESSING COMPLETE
Monday, May 17, 2021USE AMENDMENT FILED
Friday, May 28, 2021CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, May 17, 2021TEAS STATEMENT OF USE RECEIVED
Tuesday, January 19, 2021NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, November 24, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 24, 2020PUBLISHED FOR OPPOSITION
Wednesday, November 4, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, October 21, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 30, 2020EXAMINER'S AMENDMENT ENTERED
Wednesday, September 30, 2020ASSIGNED TO LIE
Wednesday, September 30, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, September 30, 2020EXAMINERS AMENDMENT E-MAILED
Wednesday, September 30, 2020EXAMINERS AMENDMENT -WRITTEN
Saturday, August 15, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, August 15, 2020NON-FINAL ACTION E-MAILED
Saturday, August 15, 2020NON-FINAL ACTION WRITTEN
Friday, August 14, 2020ASSIGNED TO EXAMINER
Wednesday, June 3, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, May 21, 2020NEW APPLICATION ENTERED IN TRAM