SUMMIT TRAIL ADVISORS
Live / Registered — Registered and renewed (as of 29 Apr 2026)
What this means for you
Registered since 16 Aug 2016. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 16 Aug 2036: the §8 & §9 renewal).
Record
- Serial number
- 86685358
- Registration number
- 5023885
- Mark type
- Word mark
- Filed
- 07 Jul 2015
- Published for opposition
- 02 Feb 2016
- Registered
- 16 Aug 2016
- Current term from
- 16 Aug 2026
- Next maintenance filing
- §8 & §9 renewal, due by 16 Aug 2036 (grace period to 16 Feb 2037)
- Attorney of record
- Tara A Speer
Goods and services
- Class 036 — Insurance and financial services: Financial asset management; Investment advisory services
Owner
- Summit Trail Advisors, LLC, New York, NY, US
- Summit Trail Advisors, LLC, New York, NY, US
- Summit Trail Advisors, LLC, New York, NY, US
Prosecution history
- 29 Apr 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 29 Apr 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 29 Apr 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 29 Apr 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 24 Feb 2026 — TEAS SECTION 8 & 9 RECEIVED
- 16 Aug 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 03 Dec 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 03 Dec 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 03 Dec 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 01 Sept 2021 — TEAS SECTION 8 & 15 RECEIVED
- 16 Aug 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 25 Nov 2016 — CORRECTION UNDER SECTION 7 - PROCESSED
- 22 Nov 2016 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 24 Aug 2016 — TEAS SECTION 7 REQUEST RECEIVED
- 24 Aug 2016 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED