SUMMIT WEALTH GROUP
LIVE

Serial Number

85859267

Owner

SUMMIT WEALTH GROUP, LLC

Attorney

Regina T. Drexler

First Use Date

Oct 9, 2002

Filing Date

Feb 25, 2013

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SUMMIT WEALTH GROUP Trademark

Serial Number: 85859267 • Registration: 5126609

SUMMIT WEALTH GROUP is a trademark filed by SUMMIT WEALTH GROUP, LLC on February 25, 2013. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

SUMMIT WEALTH GROUP, LLC

9360 STATION STREET
LONE TREE, CO 80124

Entity Type: 16

Summit Wealth Group, Inc. (4 trademarks)

Suite 400
Lone Tree, CO 80124

Entity Type: 03

Trademark Details

Filing Date

February 25, 2013

Registration Date

January 24, 2017

First Use Anywhere

October 9, 2002

First Use in Commerce

October 9, 2002

Published for Opposition

November 8, 2016

Goods & Services

Financial planning services; financial consultation services; financial services, namely, wealth management services; estate planning services; financial planning for retirement services; financial portfolio analysis services; all the foregoing excluding providing private equity or venture capital investment funds

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Apr 22, 2026 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Apr 19, 2026 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Apr 19, 2026 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Apr 19, 2026 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 19, 2026 APRE
TEAS SECTION 8 & 9 RECEIVED
Feb 11, 2026 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jan 24, 2026 REM2
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 20, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 20, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 20, 2022 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jul 18, 2022 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jul 18, 2022 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jul 16, 2022 APRE
TEAS SECTION 8 & 15 RECEIVED
Feb 8, 2022 E815
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 8, 2022 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 8, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 8, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 8, 2022 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 8, 2022 COAR
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 24, 2022 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 7, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 7, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 7, 2020 REAP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 2, 2019 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 2, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 2, 2019 REAP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 17, 2018 TCCA
REGISTERED-PRINCIPAL REGISTER
Jan 24, 2017 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Nov 8, 2016 NPUB
PUBLISHED FOR OPPOSITION
Nov 8, 2016 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 19, 2016 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Oct 4, 2016 PREV
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 29, 2016 CNSA
EXAMINER'S AMENDMENT ENTERED
Sep 29, 2016 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Sep 28, 2016 GNEN
EXAMINERS AMENDMENT E-MAILED
Sep 28, 2016 GNEA
EXAMINERS AMENDMENT -WRITTEN
Sep 28, 2016 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 30, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 29, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 29, 2016 TROA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Aug 29, 2016 TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 14, 2016 TCCA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 29, 2016 GNRN
NON-FINAL ACTION E-MAILED
Feb 29, 2016 GNRT
NON-FINAL ACTION WRITTEN
Feb 29, 2016 CNRT
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Dec 2, 2015 RCCK
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
May 27, 2015 RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Nov 26, 2014 RCSC
ASSIGNED TO LIE
Nov 20, 2014 ALIE
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
May 19, 2014 GNS3
LETTER OF SUSPENSION E-MAILED
May 19, 2014 GNSL
SUSPENSION LETTER WRITTEN
May 19, 2014 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 17, 2014 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 16, 2014 CRFA
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Apr 16, 2014 ERSI
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Jan 13, 2014 GNS3
LETTER OF SUSPENSION E-MAILED
Jan 13, 2014 GNSL
SUSPENSION LETTER WRITTEN
Jan 13, 2014 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 18, 2013 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 17, 2013 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 17, 2013 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 17, 2013 GNRN
NON-FINAL ACTION E-MAILED
Jun 17, 2013 GNRT
NON-FINAL ACTION WRITTEN
Jun 17, 2013 CNRT
ASSIGNED TO EXAMINER
Jun 9, 2013 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 4, 2013 NWOS
NEW APPLICATION ENTERED
Feb 28, 2013 NWAP