SUMMIT WEALTH ADVISORS Trademark

Serial Number: 98269878

SUMMIT WEALTH ADVISORS is a trademark filed by Summit Wealth Advisors LLC on November 14, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Summit Wealth Advisors LLC

4830 W. Kennedy Blvd. Ste. 800
Tampa, FL 33609

Entity Type: 16

Legal Representation

Attorney of Record

Darren Heitner

1,488 trademarks filed View all →

Trademark Details

Filing Date

November 14, 2023

Registration Date

Not Registered

First Use Anywhere

December 31, 2018

First Use in Commerce

December 31, 2018

Goods & Services

Insurance consultancy; Philanthropic services concerning monetary donations; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial asset management; Financial planning and investment advisory services; Financial planning for retirement