SUMMIT INCOMESTRATEGY Trademark

Trademark Overview

On Tuesday, November 26, 2024, a trademark application was filed for SUMMIT INCOMESTRATEGY with the United States Patent and Trademark Office. The USPTO has given the SUMMIT INCOMESTRATEGY trademark a serial number of 98874400. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, June 11, 2025. This trademark is owned by Sammons Financial Group, Inc.. The SUMMIT INCOMESTRATEGY trademark is filed in the Insurance & Financial Services category with the following description:

Life insurance services, namely, underwriting, management, and administration of life insurance; annuity services, namely, the management and administration of annuity accounts, investment administration, and the investment and distribution of annuity funds; issuance, distribution, and administration of annuities
summit incomestrategy

General Information

Serial Number98874400
Word MarkSUMMIT INCOMESTRATEGY
Filing DateTuesday, November 26, 2024
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateWednesday, June 11, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 1, 2025

Trademark Statements

Pseudo MarkSUMMIT INCOME STRATEGY
Goods and ServicesLife insurance services, namely, underwriting, management, and administration of life insurance; annuity services, namely, the management and administration of annuity accounts, investment administration, and the investment and distribution of annuity funds; issuance, distribution, and administration of annuities
NOT AVAILABLE"INCOME STRATEGY"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 26, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameSammons Financial Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWest Des Moines, IA 50266

Trademark Events

Event DateEvent Description
Tuesday, November 26, 2024NEW APPLICATION ENTERED
Saturday, April 26, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, May 17, 2025ASSIGNED TO EXAMINER
Tuesday, May 27, 2025NON-FINAL ACTION WRITTEN
Tuesday, May 27, 2025NON-FINAL ACTION E-MAILED
Tuesday, May 27, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, May 30, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, May 30, 2025EXAMINERS AMENDMENT E-MAILED
Friday, May 30, 2025EXAMINERS AMENDMENT -WRITTEN
Friday, May 30, 2025EXAMINER'S AMENDMENT ENTERED
Friday, May 30, 2025APPROVED FOR PUB - PRINCIPAL REGISTER

Related Keywords

incomestrategy summit administration annuity services investment distribution life insurance management namely annuities