SUMMIT FINANCIAL SOLUTIONS holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance) with 1 filings. The WikiTrademarks Expansion Score is 4/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed June 22, 2026
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Sign in to claimHow is SUMMIT FINANCIAL SOLUTIONS filing trademarks, and where is the portfolio expanding?
Filing Velocity (24 Months)
Filing Activity by NICE Class
Nice Class Distribution
Activity Timeline
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 99447369 | SUMMIT FINANCIAL SOLUTIONS | Oct 16, 2025 | Registered | 036 Insurance & Finance | James Family Investment Services Incorporated |
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FAQ: SUMMIT FINANCIAL SOLUTIONS trademark portfolio
What trademarks does SUMMIT FINANCIAL SOLUTIONS hold?
SUMMIT FINANCIAL SOLUTIONS holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance). The most recent filings are registered to James Family Investment Services Incorporated.
How many trademarks does SUMMIT FINANCIAL SOLUTIONS have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to SUMMIT FINANCIAL SOLUTIONS. The brand has been actively filing since October 2025. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does SUMMIT FINANCIAL SOLUTIONS file most often?
SUMMIT FINANCIAL SOLUTIONS's most active class is NICE Class 36 (Insurance & Finance), with 1 filings. The full distribution across all 0 classes is shown in the Nice Class Distribution panel on this page.
Who owns the SUMMIT FINANCIAL SOLUTIONS trademark?
The most recent filings under the SUMMIT FINANCIAL SOLUTIONS mark are registered to James Family Investment Services Incorporated. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is SUMMIT FINANCIAL SOLUTIONS expanding into new categories?
The current WikiTrademarks Expansion Score for SUMMIT FINANCIAL SOLUTIONS is 4 out of 100, which is low — the brand is focused on defending its existing categories rather than expanding. The score combines NICE class breadth, filing velocity, and the rate of cross-class movement from the brand's filing history.
How can I track new SUMMIT FINANCIAL SOLUTIONS trademark filings?
Click the Watch Brand button at the top of this page to add SUMMIT FINANCIAL SOLUTIONS to your Watchlist. New filings show up on your WikiTrademarks dashboard within 24 to 48 hours of being public, alongside any class expansions, status changes, or assignment events.
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