SUMMIT OAK WEALTH GROUP

Serial Number 99545574
630

Registration Progress

Application Filed
Dec 12, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

SUMMIT OAK WEALTH GROUP

Basic Information

Serial Number
99545574
Filing Date
December 12, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
630
Status Date
Dec 12, 2025
Application
Pending
Classes
036

Rights Holder

Steven L. Shimp, Jr.

01
Address
3520 Silverside Road, Suite 25
Wilmington, DE 19810

Ownership History

Steven L. Shimp, Jr.

Original Applicant
01
Wilmington, DE

Michael A. Gioia

Original Applicant
01
Wilmington, DE

Daniel H. Scribner

Original Applicant
01
Wilmington, DE

Legal Representation

Attorney
Scott Ulbrich

Application History

5 events
Date Code Type Description Documents
Dec 12, 2025 MAFR O APPLICATION FILING RECEIPT MAILED Loading...
Dec 12, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Dec 12, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Dec 12, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Dec 12, 2025 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services

Classification

International Classes
036