SHORE TO SUMMIT WEALTH MANAGEMENT Trademark

Serial Number: 98475231

SHORE TO SUMMIT WEALTH MANAGEMENT is a trademark filed by SHORE TO SUMMIT WEALTH MANAGEMENT LLC on March 29, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

SHORE TO SUMMIT WEALTH MANAGEMENT LLC (2 trademarks)

180 Admiral Cochrane Drive, Suite 210
Annapolis, MD 21401

Entity Type: 16

Legal Representation

Attorney of Record

Jon Watson

3 trademarks filed View all →

Correspondence Address

Jon Watson Bagley & Rhody, P.C.

1788 Forest Drive

Annapolis, MD 21401

United States

Trademark Details

Filing Date

March 29, 2024

Registration Date

Not Registered

First Use Anywhere

June 30, 2017

First Use in Commerce

June 30, 2017

Published for Opposition

January 7, 2025

Goods & Services

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, wealth management; Financial advisory services; Financial planning; Financial information and advisory services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advisory services; Financial retirement plan consulting services; Providing financial advisory services; Strategic financial advisory services