SUMMIT ADVANTAGE

Live / Applied — Statement of use — processing complete, to examiner (as of 13 Jan 2026)

What this means for you

Not registered yet, but its 03 Jun 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98582500
Mark type
Stylized text
Filed
03 Jun 2024
Published for opposition
06 May 2025
Attorney of record
AJ D. Martinez

Goods and services

  • Class 036 — Insurance and financial services: Consulting, financial development and financial design of employee benefit plans concerning insurance and finance; Insurance risk management for both individuals and businesses; Financial risk management; Financial administration of corporate retirement plans; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in corporate retirement plans; Providing investment advice and consultation services for individuals and businesses; Providing information regarding financial investment strategies for both individuals and businesses; Investment advisory services for individuals and businesses; Financial services, namely, wealth management services; Investment consultation services

Owner

Prosecution history

  • 13 Jan 2026 — STATEMENT OF USE PROCESSING COMPLETE
  • 08 Jul 2025 — USE AMENDMENT FILED
  • 10 Jan 2026 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 08 Jul 2025 — TEAS STATEMENT OF USE RECEIVED
  • 01 Jul 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 06 May 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 06 May 2025 — PUBLISHED FOR OPPOSITION
  • 30 Apr 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 03 Apr 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 01 Apr 2025 — EXAMINER'S AMENDMENT ENTERED
  • 01 Apr 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 01 Apr 2025 — EXAMINERS AMENDMENT E-MAILED
  • 01 Apr 2025 — EXAMINERS AMENDMENT -WRITTEN
  • 18 Jan 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 18 Jan 2025 — NON-FINAL ACTION E-MAILED

View this trademark record on Marksy