SUMMIT OAK WEALTH GROUP
Live / Applied — Final refusal mailed (as of 01 Sept 2026)
What this means for you
Not registered yet, but its 12 Dec 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99545574
- Mark type
- Slogan / phrase
- Filed
- 12 Dec 2025
- Attorney of record
- Scott Ulbrich
Goods and services
- Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services
Owner
- Steven L. Shimp, Jr., Wilmington, DE, US
- Michael A. Gioia, Wilmington, DE, US
- Daniel H. Scribner, Wilmington, DE, US
Prosecution history
- 02 Oct 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 02 Oct 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 02 Oct 2026 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
- 01 Sept 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 01 Sept 2026 — FINAL REFUSAL E-MAILED
- 01 Sept 2026 — FINAL REFUSAL WRITTEN
- 29 Jul 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 28 Jul 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 28 Jul 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 28 Apr 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 28 Apr 2026 — NON-FINAL ACTION E-MAILED
- 28 Apr 2026 — NON-FINAL ACTION WRITTEN
- 16 Apr 2026 — ASSIGNED TO EXAMINER
- 12 Dec 2025 — APPLICATION FILING RECEIPT MAILED
- 12 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED