ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
04/22/2026
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Official data from USPTO
SUMMIT WEALTH GROUP
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
SUMMIT WEALTH GROUP
ST13
US500000085859267Class
36
Filing
85859267
Registration
5126609
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
67
Latest update
05/12/2026
Trademark type
Word
Nice classes
36
Filing date
02/25/2013
Registration date
01/24/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/19/2026
Last transaction
05/12/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
10/09/2002
First use in commerce
10/09/2002
Drawing code
4
Owner type
16
Owner location
LONE TREE, CO, US
Examiner
STOIDES, KATHERINE
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
SUMMIT WEALTH GROUP, LLC
Summit Wealth Group, Inc.
Representatives
Regina T. Drexler Drexler Law, LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning services; financial consultation services; financial serviceswealth management services; estate planning services; financial planning for retirement services; financial portfolio analysis services; all the foregoing excluding providing private equity or venture capital investment funds
Publications
History of USPTO decisions and trademark events.
67 publications found
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
04/19/2026
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
04/19/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
04/19/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/19/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
02/11/2026
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
01/24/2026
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/20/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/20/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/20/2022
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07/18/2022
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/18/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/16/2022
E815
TEAS SECTION 8 & 15 RECEIVED
02/08/2022
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
02/08/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/08/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/08/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/08/2022
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
02/08/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01/24/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/07/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/07/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/07/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/02/2019
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/02/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/02/2019
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/17/2018
R.PR
REGISTERED-PRINCIPAL REGISTER
01/24/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/08/2016
PUBO
PUBLISHED FOR OPPOSITION
11/08/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/19/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
10/04/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/29/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
09/29/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
09/28/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
09/28/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
09/28/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
08/30/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/29/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
08/29/2016
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/29/2016
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/14/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/29/2016
GNRT
NON-FINAL ACTION E-MAILED
02/29/2016
CNRT
NON-FINAL ACTION WRITTEN
02/29/2016
RCCK
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
12/02/2015
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
05/27/2015
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
11/26/2014
ALIE
ASSIGNED TO LIE
11/20/2014
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
05/19/2014
GNSL
LETTER OF SUSPENSION E-MAILED
05/19/2014
CNSL
SUSPENSION LETTER WRITTEN
05/19/2014
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/17/2014
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/16/2014
ERSI
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
04/16/2014
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
01/13/2014
GNSL
LETTER OF SUSPENSION E-MAILED
01/13/2014
CNSL
SUSPENSION LETTER WRITTEN
01/13/2014
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/18/2013
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/17/2013
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/17/2013
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/17/2013
GNRT
NON-FINAL ACTION E-MAILED
06/17/2013
CNRT
NON-FINAL ACTION WRITTEN
06/17/2013
DOCK
ASSIGNED TO EXAMINER
06/09/2013
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/04/2013
NWAP
NEW APPLICATION ENTERED
02/28/2013
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