USPTO serial 98798285
SUMMITONE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Apr 14, 2026
- Examiner
- WILLIS, ALLYSON B
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jay Begler
Jay Begler NIESAR & VESTAL LLP90 NEW MONTGOMERY STREET, NINTH FLOORSAN FRANCISCO, CA 94105United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, rendered only to high net worth individuals, namely financial planning, financial advice and consultancy services; financial services, namely, financial management; financial services, namely, investment advice, investment management and investment consultation; financial services, namely, financial analysis and research services; Insurance services, rendered only after an in person consultation and the execution of a written agreement namely, consultancy regarding insurance planning, writing, underwriting, issuing, and administration in the fields of group and individual long-term care, life, health, disability and insurance; Agency and brokerage services for sale of insurance to individuals, namely, life insurance, long term care insurance; Agency and brokerage services for sale of insurance to businesses, namely, group, life, disability; Agency and brokerage services for sale of financial investment services, namely, employee insurance and finance benefits and retirement program plans; consulting, advising, arranging and management of insurance services for individuals and businesses; providing assistance to insured parties in the submission and processing of claims | ACTIVE | Sep 11, 2025 |
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 CBA Business Services Inc.
- Other trademarks owned by CBA Business Services Inc.
- Other trademarks owned by CBA Business Services Inc.
- Other trademarks in Class 036
- Similar marks named SUMMITONE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 14, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Apr 14, 2026 | 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. |
| Mar 23, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Mar 23, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Mar 19, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 19, 2026 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 5, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 5, 2025 | 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. |
| Nov 5, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 12, 2025 | IUAF | USE AMENDMENT FILED | — |
| Sep 12, 2025 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jul 15, 2025 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| May 20, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 20, 2025 | 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. |
| May 14, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 21, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 18, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 18, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 18, 2025 | 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. |
| Apr 15, 2025 | 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. |
| Apr 15, 2025 | 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. |
| Apr 15, 2025 | 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. |
| Apr 15, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 14, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 12, 2024 | NWAP | NEW APPLICATION ENTERED | — |