Who owns the GUIDING GENERATIONAL WEALTH trademark?

The GUIDING GENERATIONAL WEALTH trademark is owned by Summit Trail Advisors, LLC.

What class is the GUIDING GENERATIONAL WEALTH trademark registered in?

The GUIDING GENERATIONAL WEALTH trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for GUIDING GENERATIONAL WEALTH?

The USPTO serial number for GUIDING GENERATIONAL WEALTH is 98519478.

What is the registration number for GUIDING GENERATIONAL WEALTH?

GUIDING GENERATIONAL WEALTH is registered under USPTO registration number 8162623.

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USPTO Trademark Record

REGISTERED

GUIDING GENERATIONAL WEALTH

SN 98519478·Reg 8162623·Filed Apr 25, 2024

Owner Summit Trail Advisors, LLC

Financial, monetary and banking services; insurance services; real estate services.

GUIDING GENERATIONAL WEALTH (Serial No. 98519478), Registration No. 8162623, is a registered US trademark filed on Apr 25, 2024 by Summit Trail Advisors, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: March 03, 2032

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Mark Intelligence

GUIDING GENERATIONAL WEALTH (Reg. #8162623) is a registered US trademark that has been protecting its owner, Summit Trail Advisors, LLC, since 2024. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Apr 25, 2024

SERIAL

98519478

REG#

8162623

REGISTERED

Mar 03, 2026

Filing Information

StatusREGISTERED

Filing DateApr 25, 2024

Serial Number98519478

Registration No.8162623

Registration DateMar 03, 2026

Status DateMar 03, 2026

Published for OppositionNov 26, 2024

Filing Basis & Declarations

Standard Characters ClaimedUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 06, 2024

First use in commerce: Dec 06, 2024

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

23 events

REGISTERED-PRINCIPAL REGISTER

Mar 03, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Mar 03, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Feb 09, 2026

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Feb 09, 2026

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Jan 17, 2026

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Jan 16, 2026

CASE ASSIGNED TO INTENT TO USE PARALEGAL

SOU EXTENSION 1 GRANTED

Jan 16, 2026

SOU EXTENSION 1 GRANTED

STATEMENT OF USE PROCESSING COMPLETE

Jan 16, 2026

STATEMENT OF USE PROCESSING COMPLETE

NOTICE OF REVIVAL - E-MAILED

Jul 11, 2025

NOTICE OF REVIVAL - E-MAILED

USE AMENDMENT FILED

Jul 11, 2025

USE AMENDMENT FILED

SOU EXTENSION RECEIVED WITH TEAS PETITION

Jul 11, 2025

SOU EXTENSION RECEIVED WITH TEAS PETITION

TEAS STATEMENT OF USE RECEIVED

Jul 11, 2025

TEAS STATEMENT OF USE RECEIVED

PETITION TO REVIVE-GRANTED

Jul 11, 2025

PETITION TO REVIVE-GRANTED

TEAS PETITION TO REVIVE RECEIVED

Jul 11, 2025

TEAS PETITION TO REVIVE RECEIVED

SOU EXTENSION 1 FILED

Jul 07, 2025

SOU EXTENSION 1 FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jan 07, 2025

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Nov 26, 2024

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 26, 2024

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Nov 20, 2024

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Nov 01, 2024

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Oct 30, 2024

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Apr 25, 2024

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 25, 2024

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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ABANDONED

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