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SHORE TO SUMMIT WEALTH MANAGEMENT
Live/Pending
PUBLICATION/ISSUE REVIEW COMPLETE

on 29 Oct 2024

Last Applicant/ Owned by

180 Admiral Cochrane Drive, Suite 210

Annapolis

MD

21401

Serial Number

98475231 filed on 29th Mar 2024

Registration Number

N/A

Correspondent Address

Jon Watson

Jon Watson Bagley & Rhody, P.C.

Annapolis, MD 21401

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

SHORE TO SUMMIT WEALTH MANAGEMENT

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, wealth management; Financial advisory services; Financial planning; Financial information and advisory services; Financial planning and investment advisory services; Financia Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, wealth management; Financial advisory services; Financial planning; Financial information and advisory services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advisory services; Financial retirement plan consulting services; Providing financial advisory services; Strategic financial advisory services


First Use Date in General

30th Jun 2017

First Use Date in Commerce

30th Jun 2017

Mark Details


Serial Number

No 98475231

Mark Type

No Service Mark

Attorney Docket Number

No 1312190295

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Status DateAction Taken
23rd Oct 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
23rd Oct 2024EXAMINERS AMENDMENT E-MAILED
23rd Oct 2024EXAMINER'S AMENDMENT ENTERED
23rd Oct 2024EXAMINERS AMENDMENT -WRITTEN
23rd Oct 2024APPROVED FOR PUB - PRINCIPAL REGISTER
10th Oct 2024ASSIGNED TO EXAMINER
03rd Apr 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
29th Mar 2024NEW APPLICATION ENTERED
29th Mar 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED