THE SUMMIT PLANNING PROCESS

Serial Number 98762023
645

Registration Progress

Application Filed
Sep 20, 2024
Under Examination
Approved for Publication
Published for Opposition
Registered

Attorney Assistance

Final Refusal E-Mailed
Due: Sep 10, 2025 39 days

Trademark Image

THE SUMMIT PLANNING PROCESS

Basic Information

Serial Number
98762023
Filing Date
September 20, 2024
Drawing Code
4

Status Summary

Current Status
Active
Status Code
645
Status Date
Jun 10, 2025
Application
Pending
Classes
036

Rights Holder

Southern Kentucky Financial Services LLC

16
Address
627 Eastwood St. Suite A
Bowling Green, KY 42103

Ownership History

Southern Kentucky Financial Services LLC

Original Applicant
16
Bowling Green, KY

Legal Representation

Attorney
Glenn K. Robbins II

USPTO Deadlines

Next Deadline
39 days remaining
Final Refusal E-Mailed
Due Date
September 10, 2025
Extension Available
Until December 10, 2025

Application History

12 events
Date Code Type Description Documents
Jun 10, 2025 GNFR O FINAL REFUSAL E-MAILED Loading...
Jun 10, 2025 CNFR R FINAL REFUSAL WRITTEN Loading...
Jun 10, 2025 GNFN O NOTIFICATION OF FINAL REFUSAL EMAILED Loading...
Jun 2, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Jun 2, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Jun 2, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Mar 21, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Mar 21, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Mar 21, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Mar 18, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Sep 20, 2024 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Sep 20, 2024 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Financial planning for retirement; Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial asset management; Insurance services, namely, underwriting, issuing and administration of life insurance; Financial advice relating to tax; Insurance services, namely, underwriting life and health insurance; Long-term care insurance underwriting
First Use Anywhere: Sep 1, 2024
First Use in Commerce: Sep 1, 2024

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"PLANNING PROCESS"