USPTO serial 85859267
SUMMIT WEALTH GROUP
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 24, 2017
- Examiner
- STOIDES, KATHERINE
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
LONE TREE, CO, US
Lone Tree, CO, US
Lone Tree, CO, US
Lone Tree, CO, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Regina T. Drexler
Regina T. Drexler Drexler Law, LLC250 Fillmore StreetSuite 150Denver, CO 80206Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning services; financial consultation services; financial services, namely, wealth 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 | ACTIVE | Oct 9, 2002 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by SUMMIT WEALTH GROUP, LLC
- Other trademarks owned by Summit Wealth Group, Inc.
- Other trademarks owned by Summit Wealth Group, Inc.
- Other trademarks owned by Summit Wealth Group, Inc.
- Other trademarks in Class 036
- Similar marks named SUMMIT WEALTH GROUP
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 22, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Apr 19, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Apr 19, 2026 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Apr 19, 2026 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Apr 19, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 11, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jan 24, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Sep 20, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 20, 2022 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Sep 20, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 18, 2022 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jul 18, 2022 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jul 16, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 8, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Feb 8, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 8, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 8, 2022 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 8, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 8, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 24, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 7, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 7, 2020 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 7, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 2, 2019 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 2, 2019 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 2, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 17, 2018 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 24, 2017 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Nov 8, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 8, 2016 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Oct 19, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 4, 2016 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Sep 29, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 29, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Sep 28, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Sep 28, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Sep 28, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Aug 30, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 29, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 29, 2016 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 29, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 14, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 29, 2016 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Feb 29, 2016 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Feb 29, 2016 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 2, 2015 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| May 27, 2015 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Nov 26, 2014 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Nov 20, 2014 | ALIE | ASSIGNED TO LIE | — |
| May 19, 2014 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| May 19, 2014 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| May 19, 2014 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Apr 17, 2014 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 16, 2014 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 16, 2014 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Jan 13, 2014 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Jan 13, 2014 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Jan 13, 2014 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Dec 18, 2013 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 17, 2013 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 17, 2013 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 17, 2013 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 17, 2013 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 17, 2013 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 9, 2013 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 4, 2013 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 28, 2013 | NWAP | NEW APPLICATION ENTERED | — |