THE SUMMIT REPORT

Live / Registered — Registered (as of 02 Sept 2025)

What this means for you

Registered since 02 Sept 2025. 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 02 Sept 2031: the §8 declaration of use).

Record

Serial number
98762012
Registration number
7925344
Mark type
Word mark
Filed
20 Sept 2024
Published for opposition
15 Jul 2025
Registered
02 Sept 2025
Next maintenance filing
§8 declaration of use, due by 02 Sept 2031 (grace period to 02 Mar 2032)
Attorney of record
Glenn K. Robbins II

Goods and services

  • Class 036 — Insurance and financial services: Financial planning for retirement; Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial asset management; Insurance services, namely, underwriting, issuing and administration of life insurance; Financial advice relating to tax; Insurance services, namely, underwriting life and health insurance; Long-term care insurance underwriting

Owner

Prosecution history

  • 02 Sept 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 02 Sept 2025 — REGISTERED-PRINCIPAL REGISTER
  • 15 Jul 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 15 Jul 2025 — PUBLISHED FOR OPPOSITION
  • 09 Jul 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 10 Jun 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 02 Jun 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 02 Jun 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 02 Jun 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 21 Mar 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 21 Mar 2025 — NON-FINAL ACTION E-MAILED
  • 21 Mar 2025 — NON-FINAL ACTION WRITTEN
  • 18 Mar 2025 — ASSIGNED TO EXAMINER
  • 20 Sept 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 20 Sept 2024 — NEW APPLICATION ENTERED

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