SUMMIT WEALTH GROUP Trademark

Trademark Overview


On Monday, February 25, 2013, a trademark application was filed for SUMMIT WEALTH GROUP with the United States Patent and Trademark Office. The USPTO has given the SUMMIT WEALTH GROUP trademark a serial number of 85859267. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Monday, July 18, 2022. This trademark is owned by Summit Wealth Group, Inc.. The SUMMIT WEALTH GROUP trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning services; financial consultation services; financial services, namely, wealth management services; estate planning services; financial planning for retirement services; financial portfolio analysis services; all the foregoing excluding providing private equity or venture capital investment funds
summit wealth group

General Information


Serial Number85859267
Word MarkSUMMIT WEALTH GROUP
Filing DateMonday, February 25, 2013
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateMonday, July 18, 2022
Registration Number5126609
Registration DateTuesday, January 24, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 8, 2016

Trademark Statements


Goods and ServicesFinancial planning services; financial consultation services; financial services, namely, wealth management services; estate planning services; financial planning for retirement services; financial portfolio analysis services; all the foregoing excluding providing private equity or venture capital investment funds
Disclaimer with Predetermined Text"WEALTH GROUP"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, March 4, 2013
Primary Code036
First Use Anywhere DateWednesday, October 9, 2002
First Use In Commerce DateWednesday, October 9, 2002

Trademark Owner History


Party NameSummit Wealth Group, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLone Tree, CO 80124

Party NameSummit Wealth Group, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressLone Tree, CO 80124

Party NameSummit Wealth Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLone Tree, CO 80124

Trademark Events


Event DateEvent Description
Tuesday, September 20, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 20, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, September 20, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, July 18, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, July 18, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, July 16, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, February 8, 2022TEAS SECTION 8 & 15 RECEIVED
Tuesday, February 8, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, February 8, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 8, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 8, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 8, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, January 24, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Sunday, June 7, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, June 7, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sunday, June 7, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, December 2, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, December 2, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, December 2, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, October 17, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, January 24, 2017REGISTERED-PRINCIPAL REGISTER
Tuesday, November 8, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 8, 2016PUBLISHED FOR OPPOSITION
Wednesday, October 19, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 4, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, September 29, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 29, 2016EXAMINER'S AMENDMENT ENTERED
Wednesday, September 28, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, September 28, 2016EXAMINERS AMENDMENT E-MAILED
Wednesday, September 28, 2016EXAMINERS AMENDMENT -WRITTEN
Tuesday, August 30, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, August 29, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, August 29, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, August 29, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, June 14, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, February 29, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, February 29, 2016NON-FINAL ACTION E-MAILED
Monday, February 29, 2016NON-FINAL ACTION WRITTEN
Wednesday, December 2, 2015SUSPENSION CHECKED ¿ TO ATTORNEY FOR ACTION
Wednesday, May 27, 2015REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Wednesday, November 26, 2014REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Thursday, November 20, 2014ASSIGNED TO LIE
Monday, May 19, 2014NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Monday, May 19, 2014LETTER OF SUSPENSION E-MAILED
Monday, May 19, 2014SUSPENSION LETTER WRITTEN
Thursday, April 17, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, April 16, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, April 16, 2014TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Monday, January 13, 2014NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Monday, January 13, 2014LETTER OF SUSPENSION E-MAILED
Monday, January 13, 2014SUSPENSION LETTER WRITTEN
Wednesday, December 18, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 17, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 17, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, June 17, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, June 17, 2013NON-FINAL ACTION E-MAILED
Monday, June 17, 2013NON-FINAL ACTION WRITTEN
Sunday, June 9, 2013ASSIGNED TO EXAMINER
Monday, March 4, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, February 28, 2013NEW APPLICATION ENTERED IN TRAM