NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
02/04/2025
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Official data from USPTO
WHERE TAX STRATEGIES MEET WEALTH PLANNING
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: US
Quick snapshot
WHERE TAX STRATEGIES MEET WEALTH PLANNING
ST13
US500000098534229Class
36
Filing
98534229
Registration
7678716
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
9
Latest update
02/04/2025
Classification
Registered
Trademark type
Word
Nice classes
36
Filing date
05/04/2024
Registration date
02/04/2025
Expiration date
-
Recommended action
Perform a full collision analysis and validate classes before any filing or trademark investment.
Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/04/2025
Last transaction
02/04/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
09/15/2020
First use in commerce
09/15/2020
Drawing code
4
Owner type
16
Owner location
Denver, CO
Examiner
MCMORROW, RONALD
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
Summit Wealth Strategies, LLC
Representatives
Jeffrey Sturman Sturman Law LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
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
Publications
History of USPTO decisions and trademark events.
9 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
02/04/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/17/2024
PUBO
PUBLISHED FOR OPPOSITION
12/17/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/11/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/20/2024
DOCK
ASSIGNED TO EXAMINER
11/19/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/01/2024
NWAP
NEW APPLICATION ENTERED
05/05/2024
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