GUIDING GENERATIONAL WEALTH

LIVE

Serial Number

98519478

Owner

Summit Trail Advisors, LLC

Attorney

Tara A Speer

First Use Date

Dec 6, 2024

Filing Date

Apr 25, 2024

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GUIDING GENERATIONAL WEALTH Trademark

Serial Number: 98519478 • Registration: 8162623

GUIDING GENERATIONAL WEALTH is a trademark filed by Summit Trail Advisors, LLC on April 25, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Summit Trail Advisors, LLC (6 trademarks)

2 Grand Central Tower
New York, NY 10017

Entity Type: 16

Legal Representation

Attorney of Record

Tara A Speer

51 trademarks filed View all →

Correspondence Address

Tara A Speer Stark & Stark PC

100 American Metro Boulevard

Hamilton, NJ 08619

United States

Trademark Details

Filing Date

April 25, 2024

Registration Date

March 3, 2026

First Use Anywhere

December 6, 2024

First Use in Commerce

December 6, 2024

Published for Opposition

November 26, 2024

Goods & Services

Financial asset management; Investment advisory services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Mar 3, 2026 NRCC

REGISTERED-PRINCIPAL REGISTER

Mar 3, 2026 R.PR

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Feb 9, 2026 SUNA

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Feb 9, 2026 CNPR

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Jan 17, 2026 EXRA

STATEMENT OF USE PROCESSING COMPLETE

Jan 16, 2026 SUPC

SOU EXTENSION 1 GRANTED

Jan 16, 2026 EX1G

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Jan 16, 2026 AITU

USE AMENDMENT FILED

Jul 11, 2025 IUAF

TEAS STATEMENT OF USE RECEIVED

Jul 11, 2025 EISU

SOU EXTENSION RECEIVED WITH TEAS PETITION

Jul 11, 2025 TPEX

NOTICE OF REVIVAL - E-MAILED

Jul 11, 2025 NREV

PETITION TO REVIVE-GRANTED

Jul 11, 2025 PETG

TEAS PETITION TO REVIVE RECEIVED

Jul 11, 2025 PROA

SOU EXTENSION 1 FILED

Jul 7, 2025 EXT1

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jan 7, 2025 NOAM

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 26, 2024 NPUB

PUBLISHED FOR OPPOSITION

Nov 26, 2024 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Nov 20, 2024 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Nov 1, 2024 CNSA

ASSIGNED TO EXAMINER

Oct 30, 2024 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 25, 2024 NWOS

NEW APPLICATION ENTERED

Apr 25, 2024 NWAP

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