SUMMIT OAK WEALTH GROUP Trademark
Serial Number: 99545574
SUMMIT OAK WEALTH GROUP is a trademark filed by
Steven L. Shimp, Jr.
on December 12, 2025. The trademark is classified under Class 36 (Insurance & Financial).
The application is currently pending registration.
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Scott Ulbrich SKAAR ULBRICH MACARI, P.A.
601 Carlson Parkway, Suite 1050
Minnetonka, MN 55305
United States
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 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
