Who owns the SUMMIT FINANCIAL SOLUTIONS trademark?

The SUMMIT FINANCIAL SOLUTIONS trademark is owned by James Family Investment Services Incorporated.

What class is the SUMMIT FINANCIAL SOLUTIONS trademark registered in?

The SUMMIT FINANCIAL SOLUTIONS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for SUMMIT FINANCIAL SOLUTIONS?

The USPTO serial number for SUMMIT FINANCIAL SOLUTIONS is 99447369.

What is the registration number for SUMMIT FINANCIAL SOLUTIONS?

SUMMIT FINANCIAL SOLUTIONS is registered under USPTO registration number 8408892.

SUM

USPTO Trademark Record

REGISTERED

SUMMIT FINANCIAL SOLUTIONS

SN 99447369·Reg 8408892·Filed Oct 16, 2025

Owner James Family Investment Services Incorporated

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

SUMMIT FINANCIAL SOLUTIONS (Serial No. 99447369), Registration No. 8408892, is a registered US trademark filed on Oct 16, 2025 by James Family Investment Services Incorporated. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: August 25, 2032

Mark Intelligence

SUMMIT FINANCIAL SOLUTIONS (Reg. #8408892) is a registered US trademark that has been protecting its owner, James Family Investment Services Incorporated, since 2025. 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

Oct 16, 2025

SERIAL

99447369

REG#

8408892

REGISTERED

Aug 25, 2026

Owner

Applicant

James Family Investment Services Incorporated

Entity

Corporation

State

Address

430 W Warner Rd, Suite 123, Tempe, AZ, 85284

Country

Attorney

Law firm

James Family Investment Services Incorporated

Address

430 W Warner Rd, Suite 123, Tempe, AZ 85284, United States

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Filing Information

StatusREGISTERED

Filing DateOct 16, 2025

Serial Number99447369

Registration No.8408892

Registration DateAug 25, 2026

Status DateAug 25, 2026

Published for OppositionJul 07, 2026

Mark TypeStandard characters

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Apr 03, 2019

First use in commerce: Apr 19, 2019

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.

Status History

16 events

REGISTERED-PRINCIPAL REGISTER

Aug 25, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Aug 25, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Jul 07, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jul 07, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jul 01, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jun 10, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

May 07, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

May 07, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

May 07, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Mar 12, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Mar 12, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 12, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Mar 04, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Oct 16, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Oct 16, 2025

APPLICATION FILING RECEIPT MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Oct 16, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

SUMMIT FINANCIAL SOLUTIONS

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