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 RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Tuesday, March 3, 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 | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Tuesday, March 3, 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 | NOT AVAILABLE |
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 | 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 |
