SHORE TO SUMMIT WEALTH MANAGEMENT
Live / Registered — Registered (as of 25 Feb 2025)
What this means for you
Registered since 25 Feb 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98475231
- Registration number
- 7702284
- Mark type
- Stylized text
- Filed
- 29 Mar 2024
- Published for opposition
- 07 Jan 2025
- Registered
- 25 Feb 2025
- Attorney of record
- Jon Watson
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, wealth management; Financial advisory services; Financial planning; Financial information and advisory services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advisory services; Financial retirement plan consulting services; Providing financial advisory services; Strategic financial advisory services
Owner
- SHORE TO SUMMIT WEALTH MANAGEMENT LLC, Annapolis, MD, US
- SHORE TO SUMMIT WEALTH MANAGEMENT LLC, Annapolis, MD, US
- SHORE TO SUMMIT WEALTH MANAGEMENT LLC, Annapolis, MD, US
Prosecution history
- 25 Feb 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 25 Feb 2025 — REGISTERED-PRINCIPAL REGISTER
- 07 Jan 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 07 Jan 2025 — PUBLISHED FOR OPPOSITION
- 01 Jan 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 23 Oct 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 23 Oct 2024 — EXAMINER'S AMENDMENT ENTERED
- 23 Oct 2024 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 23 Oct 2024 — EXAMINERS AMENDMENT E-MAILED
- 23 Oct 2024 — EXAMINERS AMENDMENT -WRITTEN
- 10 Oct 2024 — ASSIGNED TO EXAMINER
- 03 Apr 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 29 Mar 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 29 Mar 2024 — NEW APPLICATION ENTERED