Who owns the WHERE TAX STRATEGIES MEET WEALTH PLANNING trademark?

The WHERE TAX STRATEGIES MEET WEALTH PLANNING trademark is owned by Summit Wealth Strategies, LLC.

What class is the WHERE TAX STRATEGIES MEET WEALTH PLANNING trademark registered in?

The WHERE TAX STRATEGIES MEET WEALTH PLANNING trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for WHERE TAX STRATEGIES MEET WEALTH PLANNING?

The USPTO serial number for WHERE TAX STRATEGIES MEET WEALTH PLANNING is 98534229.

What is the registration number for WHERE TAX STRATEGIES MEET WEALTH PLANNING?

WHERE TAX STRATEGIES MEET WEALTH PLANNING is registered under USPTO registration number 7678716.

WHE

USPTO Trademark Record

REGISTERED

WHERE TAX STRATEGIES MEET WEALTH PLANNING

SN 98534229·Reg 7678716·Filed May 04, 2024

Owner Summit Wealth Strategies, LLC

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

WHERE TAX STRATEGIES MEET WEALTH PLANNING (Serial No. 98534229), Registration No. 7678716, is a registered US trademark filed on May 04, 2024 by Summit Wealth Strategies, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: February 04, 2031

Mark Intelligence

WHERE TAX STRATEGIES MEET WEALTH PLANNING (Reg. #7678716) is a registered US trademark that has been protecting its owner, Summit Wealth Strategies, 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

May 04, 2024

SERIAL

98534229

REG#

7678716

REGISTERED

Feb 04, 2025

Owner

Applicant

Summit Wealth Strategies, LLC

Entity

LLC

State

Address

425 S Cherry St., Suite 840, Denver, CO, 80246

Country

Attorney

NameJeffrey Sturman

Law firm

Jeffrey Sturman Sturman Law LLC

Address

PO Box 371706, Denver, CO 80237, United States

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Filing Information

StatusREGISTERED

Filing DateMay 04, 2024

Serial Number98534229

Registration No.7678716

Registration DateFeb 04, 2025

Status DateFeb 04, 2025

Published for OppositionDec 17, 2024

Mark TypeStandard characters

Status DescriptionLive and registered

Filing Signals

FILED

2024

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: Sep 15, 2020

First use in commerce: Sep 15, 2020

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

9 events

REGISTERED-PRINCIPAL REGISTER

Feb 04, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Feb 04, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Dec 17, 2024

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Dec 17, 2024

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Dec 11, 2024

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Nov 20, 2024

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Nov 19, 2024

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Nov 01, 2024

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

May 05, 2024

NEW APPLICATION ENTERED

WHERE TAX STRATEGIES MEET WEALTH PLANNING

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