SFS INVESTMENT SUMMIT
Live / Applied — Non-final action mailed (as of 21 Feb 2026)
What this means for you
Not registered yet, but its 18 Sept 2025 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
- 99400516
- Mark type
- Stylized text
- Filed
- 18 Sept 2025
Goods and services
- Class 036 — Insurance and financial services: Financial investment analysis and stock research; Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Financial management relating to investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
Owner
- Strategic Financial Solutions, LLC, Cedar Rapids, IA, US
- Bert W McClintock, Fairfax, IA, US
Prosecution history
- 21 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 21 Feb 2026 — NON-FINAL ACTION E-MAILED
- 21 Feb 2026 — NON-FINAL ACTION WRITTEN
- 10 Feb 2026 — ASSIGNED TO EXAMINER
- 09 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 09 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 18 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 18 Sept 2025 — NEW APPLICATION ENTERED