SUMMIT OAK WEALTH GROUP
LIVE

Serial Number

99545574

Owner

Michael A. Gioia

Attorney

Scott Ulbrich

Filing Date

Dec 12, 2025

Add to watchlist:

No watchlists yet
View on USPTO

SUMMIT OAK WEALTH GROUP Trademark

Serial Number: 99545574

SUMMIT OAK WEALTH GROUP is a trademark filed by Michael A. Gioia on December 12, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Michael A. Gioia

3520 Silverside Road, Suite 25
Wilmington, DE 19810

Entity Type: 01

Daniel H. Scribner

3520 Silverside Road, Suite 25
Wilmington, DE 19810

Entity Type: 01

Steven L. Shimp, Jr.

3520 Silverside Road, Suite 25
Wilmington, DE 19810

Entity Type: 01

Trademark Details

Filing Date

December 12, 2025

Registration Date

Not Registered

Goods & Services

Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services

Filing History

NOTIFICATION OF FINAL REFUSAL EMAILED
Sep 1, 2026 GNFN
FINAL REFUSAL E-MAILED
Sep 1, 2026 GNFR
FINAL REFUSAL WRITTEN
Sep 1, 2026 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 29, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 28, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 28, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 28, 2026 GNRN
NON-FINAL ACTION E-MAILED
Apr 28, 2026 GNRT
NON-FINAL ACTION WRITTEN
Apr 28, 2026 CNRT
ASSIGNED TO EXAMINER
Apr 16, 2026 DOCK
APPLICATION FILING RECEIPT MAILED
Dec 12, 2025 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 12, 2025 NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 12, 2025 NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 12, 2025 NWOS
NEW APPLICATION ENTERED
Dec 12, 2025 NWAP