THE SUMMIT ASSESSMENT Trademark
Trademark Overview
On Friday, September 26, 2025, a trademark application was filed for THE SUMMIT ASSESSMENT with the United States Patent and Trademark Office. The USPTO has given the THE SUMMIT ASSESSMENT trademark a serial number of 99414158. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, April 28, 2026. This trademark is owned by Southern Kentucky Financial Services LLC. The THE SUMMIT ASSESSMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning for retirement; Financial services, namely, wealth management services; Investment advice; Investment management; Investment consultation; Investment of funds for others; Financial asset management; Insurance services, namely, underwriting, issuing and administration of life insurance; Financial advice relating to tax; Insurance services, namely, underwriting life and health insurance; Long-term care insurance underwriting
General Information
| Serial Number | 99414158 |
| Word Mark | THE SUMMIT ASSESSMENT |
| Filing Date | Friday, September 26, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, April 28, 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, April 28, 2026 |
Trademark Statements
| NOT AVAILABLE | ASSESSMENT |
| Goods and Services | Financial planning for retirement; Financial services, namely, wealth management services; Investment advice; Investment management; Investment consultation; Investment of funds for others; Financial asset management; Insurance services, namely, underwriting, issuing and administration of life insurance; Financial advice relating to tax; Insurance services, namely, underwriting life and health insurance; Long-term care insurance underwriting |
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 | Friday, September 26, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, April 30, 2025 |
| First Use In Commerce Date | Wednesday, April 30, 2025 |
Trademark Owner History
| Party Name | Southern Kentucky Financial Services LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bowling Green, KY 42103
US |
| Party Name | Southern Kentucky Financial Services LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bowling Green, KY 42103
US |
Trademark Events
| Event Date | Event Description |
| Friday, September 26, 2025 | NEW APPLICATION ENTERED |
| Friday, September 26, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, September 26, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 2, 2026 | ASSIGNED TO EXAMINER |
| Tuesday, February 10, 2026 | NON-FINAL ACTION WRITTEN |
| Tuesday, February 10, 2026 | NON-FINAL ACTION E-MAILED |
| Tuesday, February 10, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 3, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 3, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 3, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, April 1, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 22, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 28, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 28, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
