THE SUMMIT STRATEGY Trademark
Trademark Overview
On Friday, June 20, 2025, a trademark application was filed for THE SUMMIT STRATEGY with the United States Patent and Trademark Office. The USPTO has given the THE SUMMIT STRATEGY trademark a serial number of 99244153. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, October 21, 2025. This trademark is owned by Southern Kentucky Financial Services LLC. The THE SUMMIT STRATEGY 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 | 99244153 |
| Word Mark | THE SUMMIT STRATEGY |
| Filing Date | Friday, June 20, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, October 21, 2025 |
| 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, October 21, 2025 |
Trademark Statements
| NOT AVAILABLE | "STRATEGY" |
| 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, June 20, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, June 1, 2025 |
| First Use In Commerce Date | Sunday, June 1, 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 |
| Party Name | Southern Kentucky Financial Services LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bowling Green, KY 42103 |
Trademark Events
| Event Date | Event Description |
| Friday, June 20, 2025 | NEW APPLICATION ENTERED |
| Friday, June 20, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 20, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, September 23, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, September 24, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, September 24, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 24, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 24, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, September 24, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 15, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 21, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 21, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
