SUMMIT HOUSE WEALTH PARTNERS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 20 Jan 2026)
What this means for you
Registered since 17 Dec 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88442318
- Registration number
- 5936617
- Mark type
- Stylized text
- Filed
- 22 May 2019
- Published for opposition
- 01 Oct 2019
- Registered
- 17 Dec 2019
- Attorney of record
- Scott G. Ulbrich
Goods and services
- Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services
Owner
- Stephen R. Duval, South Hadley, MA, US
- Stephen R. Duval, South Hadley, MA, US
- Stephen R. Duval, South Hadley, MA, US
Prosecution history
- 20 Jan 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 20 Jan 2026 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 20 Jan 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 14 Oct 2025 — TEAS SECTION 8 & 15 RECEIVED
- 17 Dec 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 17 Dec 2019 — REGISTERED-PRINCIPAL REGISTER
- 01 Oct 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 01 Oct 2019 — PUBLISHED FOR OPPOSITION
- 11 Sept 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 29 Aug 2019 — ASSIGNED TO LIE
- 21 Aug 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 21 Aug 2019 — EXAMINER'S AMENDMENT ENTERED
- 21 Aug 2019 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 21 Aug 2019 — EXAMINERS AMENDMENT E-MAILED
- 21 Aug 2019 — EXAMINERS AMENDMENT -WRITTEN