WHERE TAX STRATEGIES MEET WEALTH PLANNING
Live / Registered — Registered (as of 04 Feb 2025)
What this means for you
Registered since 04 Feb 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98534229
- Registration number
- 7678716
- Mark type
- Stylized text
- Filed
- 04 May 2024
- Published for opposition
- 17 Dec 2024
- Registered
- 04 Feb 2025
- Attorney of record
- Jeffrey Sturman
Goods and services
- Class 036 — Insurance and financial services: Financial legacy planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Providing information in the field of financial planning; Providing information in the field of wealth management; and Providing information regarding financial investment strategies
Owner
- Summit Wealth Strategies, LLC, Denver, CO, US
- Summit Wealth Strategies, LLC, Denver, CO, US
- Summit Wealth Strategies, LLC, Denver, CO, US
Prosecution history
- 04 Feb 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 04 Feb 2025 — REGISTERED-PRINCIPAL REGISTER
- 17 Dec 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 17 Dec 2024 — PUBLISHED FOR OPPOSITION
- 11 Dec 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 20 Nov 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 19 Nov 2024 — ASSIGNED TO EXAMINER
- 01 Nov 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 05 May 2024 — NEW APPLICATION ENTERED